What is BATT?

BATT tracks a market-cap-weighted index that invests in global advanced battery material companies such as those that mine or produce lithium, cobalt, nickel, manganese, and graphite.

PERFORMANCE [as of 03/24/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BATT -3.82% 3.28% 3.25% -26.18% 25.08% -- --
BATT (NAV) -4.43% 2.24% 2.98% -26.17% 25.76% -- --
EQM Lithium & Battery Technology Index -4.52% 2.17% 3.03% -26.45% -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BATT Factset Analytics Insight

BATT invests in advanced battery materials and technology companies globally. A committee selects the components of the fund from a pool of eligible companies. To qualify for inclusion in the selection pool, companies must generate at least 50% of their revenue from the mining, exploration, production, development, processing, or recycling of lithium, cobalt, nickel, manganese, or graphite. Also, companies that hold 10% or more of the global market share for advanced battery materials and report their primary source of revenue as such are also eligible. Alternatively, companies that derive 90% of their revenue from the development and production of electric vehicles can also be included. Index components are weighted by their market-cap, up to a maximum initial weight of 7%. Industry weight to automobiles and components cannot exceed 20% of the total index weight. Prior to October 12,2020, the fund was actively managed and was named Amplify Advanced Battery Metals and Materials ETF.

BATT Summary Data

06/06/18
0.59%
$151.77M
EQM Lithium & Battery Technology Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
+$0.00B 30 Days
-$0.00B 90 Days

BATT Portfolio Data

$76.23B
31.10
2.86
4.01%
N/A
89

BATT Index Data

EQM Lithium & Battery Technology Index
Market Cap
Market Cap
N/A

BATT Portfolio Management

0.59%
0.13%
0.47%
-0.57%

BATT Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

BATT Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 03/27/23

This measurement shows how easy it is to trade a $1 million USD block of BATT. BATT is rated a 4 out of 5.

BATT Tradability

61,248
$810.41K
48,152
$599.00K
0.37%
$0.05
-0.06%
1.95% / -1.68%
None
38.91%
50,000
0.96
0.03%
0.04%
514
$12.09
4

BATT Sector/Industry Breakdown

BATT Segment
Benchmark
25.43% --
22.48% --
22.45% --
16.09% --
6.96% --
3.88% --
1.01% --
0.90% --
0.58% --
0.22% --

BATT Top 10 Holdings

8.44%
6.72%
6.02%
4.69%
2.88%
2.83%
1.89%
1.71%
43.69%

BATT Performance Statistics

--
--
--
--
--
N/A

BATT Countries

BATT Segment
Benchmark
20.43% --
16.57% --
15.80% --
15.42% --
7.91% --
6.57% --
5.66% --
3.09% --
1.80% --
1.44% --

BATT Regions

BATT Segment
Benchmark
64.33% --
23.53% --
9.51% --
1.80% --
0.65% --

BATT Economic Development

BATT Segment
Benchmark
78.74% --
21.08% --

BATT Benchmark Comparison Holdings

89
--
--
--

BATT Benchmark Comparison Summary

BATT Segment
Benchmark
89 --
$76.23B --
31.10 --
2.86 --
1.75% --
Medium --

BATT Benchmark Comparison Market Cap Size

BATT Segment
Benchmark
63.67% --
22.38% --
12.56% --
1.10% --