BATT vs IBAT
Amplify Lithium & Battery Technology ETF against iShares Energy Storage & Materials ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
20%
10 shared positions
Fee gap
12 bp
IBAT is cheaper
1-year return gap
24.9 pts
IBAT is ahead
Larger fund
BATT
$105M
Side by side
| BATT | IBAT | |
|---|---|---|
| Fund | Amplify Lithium & Battery Technology ETF | iShares Energy Storage & Materials ETF |
| Issuer | Amplify | iShares |
| Category | EVs & Batteries | Energy |
| Expense ratio | 0.59% | 0.47% |
| Assets | $105M | $60M |
| Average daily dollar volume | $543K | $550K |
| Listed | Jun 4, 2018 | Mar 19, 2024 |
| FrenzyCap score | 40 | 36 |
| 1-month return | −7.8% | −4.0% |
| 3-month return | −6.0% | −2.9% |
| Year to date | −1.7% | +34.2% |
| 1-year return | +2.3% | +27.2% |
| 30-day volatility | 23.7% | 24.8% |
| Worst drawdown, 1 year | −25.4% | −25.9% |
| Trailing 12-month yield | 1.88% | 0.79% |
| Holdings | 55 | 99 |
| Top 10 weight | 48.8% | 55.2% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$13M thru Jun 2026 | +$12M thru Jul 2026 |
| 30-day implied volatility | 39.2% | — |
| Holdings as of | as of Oct 19, 2026issuer data | as of Oct 16, 2026issuer data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
24% of BATT · 30% of IBAT
Sector mix of the stock holdings
| Sector | BATT | IBAT | Gap |
|---|---|---|---|
| Materials | 15.0% | 11.6% | +3.3% |
| Industrials | 5.8% | 14.2% | −8.4% |
| Consumer Discretionary | 11.8% | 0.0% | +11.8% |
| Technology | 0.0% | 1.5% | −1.5% |
More: full overlap table · BATT holdings · IBAT holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.