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BATTAmplify Lithium & Battery Technology ETF

Grow my money8y track recordRanked #1,178 of 3,055 in this goal

Seeks investment results that generally correspond to the price and yield of the EQM Lithium & Battery Technology Index.

By Amplify ETFs · Launched 2018

Annual Cost

0.59%

#3,222 of 6,040 · average

Fund Size

$128M

#2,856 of 6,040 · mid-size

Return (1Y)

+26.4%

Track Record

8 years

#1,732 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,317+23.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

EV & Battery

Index tracked

EQM Lithium & Battery Technology Index

Holdings

By weight

Concentration

Top 10 holdings = 44.9% of fundmoderately concentrated

CATL
8.0%
BHP Group Ltd
6.9%
Tesla Inc
6.7%
BYD Co Ltd
6.5%
Freeport-McMoRan Inc
5.2%
Grupo Mexico SAB de CV
2.6%
Bloom Energy Corp
2.5%
Teck Resources Ltd
2.2%
Albemarle Corp
2.2%
TDK Corp
2.1%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Basic Materials
58.2%
Industrials
20.7%
Consumer Cyclical
18.4%
Technology
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
34.1%High

Year-on-year price swings

Max drawdown
-69.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.35Below average
Sortino (3Y)
0.50Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that generally correspond to the price and yield of the EQM Lithium & Battery Technology Index.
Strategy
Employs a passive management strategy, investing at least 80% of net assets in securities that comprise the EQM Lithium & Battery Technology Index. The Fund uses a replication methodology to achieve its investment objective, investing in all underlying securities in proportion to their index weightings.
Inception date
June 4, 2018
Fund family
Amplify ETFs

Next steps

Save BATT to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18