BATTAmplify Lithium & Battery Technology ETF

Grow my money8y track recordRanked #1,136 of 2,960 in this goal

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

By Amplify ETFs · Launched 2018

Annual Cost

0.59%

#3,001 of 5,562 · average

Fund Size

$140M

#2,618 of 5,562 · mid-size

Return (1Y)Goal

+86.8%

Track Record

8 years

#1,750 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$18,985+89.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Sector

Information technology

Focus

EV & Battery

Index tracked

EQM Lithium & Battery Technology Index

What it actually holds

By weight

Concentration

Top 10 holdings = 40.4% of fundmoderately concentrated

BHP Group Ltd

7.2%

CATL

6.3%

Tesla Inc

5.6%

Freeport-McMoRan Inc

4.7%

BYD Co Ltd

4.6%

Grupo Mexico SAB de CV

2.6%

Albemarle Corp

2.5%

First Quantum Minerals Ltd

2.3%

Teck Resources Ltd

2.3%

Invesco Government & Agency Po

2.2%

Asset allocation

Stocks

99.7%

Cash

0.3%

Other

0.0%

By sector

Basic Materials

55.8%

Industrials

21.7%

Consumer Cyclical

19.0%

Technology

3.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

32.4%High

Year-on-year price swings

Max drawdown

-69.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.40Below average

Sortino (3Y)

0.57Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that correspond to the price and yield of the EQM Lithium & Battery Technology Index.
Strategy: Invests primarily in securities comprising the Index using a passive management strategy. Employs a replication methodology to achieve investment results that correspond to the Index's performance.
Inception date: June 4, 2018
Fund family: Amplify ETFs