ETF Evaluator:
Amplify Lithium & Battery Tech ETF (BATT)
Follow This ETF
(as of Jul 31)
Best Performing in Natural Resources Over the Last Year
| 133.5% | Sprott Lithium Miners ETF (LITP) |
| 128.4% | iShares Lithium Miners And Producers ETF (ILIT) |
| 121.6% | VanEck Rare Earth & Strat Mtls ETF (REMX) |
| 103.9% | Global X Lithium & Battery Tech ETF (LIT) |
| 102.5% | Themes Lithium & Battery Metal Mnrs ETF (LIMI) |
Risk
Index
Risk
Index
ETF Details
Amplify Lithium & Battery Tech ETF Overview
Amplify Lithium & Battery Tech ETF (BATT) is a passively managed Sector Equity Natural Resources exchange-traded fund (ETF). Amplify ETFs launched the ETF in 2018.
The investment seeks investment results that generally correspond to the price and yield of the EQM Lithium & Battery Technology Index.
The fund will normally invest at least 80% of its net assets in the securities that comprise the index. The index seeks to provide exposure to global companies deriving material revenue associated with the development, production and use of lithium battery technology. It is non-diversified.
About Amplify Lithium & Battery Tech ETF (BATT)
There are 2 members of the management team with an average tenure of 8.08 years: Michael Venuto (2018) and Charles Ragauss (2018). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 1 primary benchmark: EQM Lithium & Battery Technology PR USD index with a weighting of 100%. Amplify Lithium & Battery Tech ETF has 55 securities in its portfolio. The top 10 holdings constitute 47.1% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is considered to have an ESG focus with its investment selection and management.
Amplify Lithium & Battery Tech ETF is part of the Equity global asset class and is within the Sector Equity ETF group. Amplify Lithium & Battery Tech ETF has 75.3% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 24.2% There is 75.3% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Amplify Lithium & Battery Tech ETF has 0.4% of the portfolio in cash.
Assets Under Management
The fund has $125 million in total assets, which is below the $1 billion average for the Natural Resources category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
BATT Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Amplify Lithium & Battery Tech ETF expense ratio is average compared to funds in the Natural Resources category. Amplify Lithium & Battery Tech ETF has an expense ratio of 0.59%, which is 10% higher than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Amplify Lithium & Battery Tech ETF has a portfolio turnover rate of 73%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 40% for the Natural Resources category.
Recently, in the month of June 2026, Amplify Lithium & Battery Tech ETF returned -10.7%, which earned it a grade of D, as the Natural Resources category had an average return of -7.3%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
Amplify Lithium & Battery Tech ETF has a trailing yield of 1.66%, which is below the 2.28% category average.
The fund normally distributes its income annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Amplify Lithium & Battery Tech ETF Grades
Year to date, the ETF has returned 11.8%, 3.3 percentage points better than the category, which translates into a grade of B. The fund has returned 67.4% over the past year (grade of B), 8.5% over the past three years (grade of D) and -0.1% per year over the past five years (grade of F).
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BATT Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| BATT Return (NAV) | -10.7% | 5.2% | 67.4% | 8.5% | -0.1% | na |
| BATT Return (Price) | -11.2% | 3.2% | 67.6% | 8.4% | -0.2% | na |
| NAV +/- Price Return | 0.481% | 1.965% | -0.186% | 0.122% | 0.064% | na |
| Natural Resources Avg | -7.3% | -1.7% | 40.6% | 12.4% | 8.1% | 11.1% |
| BATT Grade (NAV) | D | A | B | D | F | na |
| +/- Category (NAV) | -3.3% | 6.9% | 26.8% | -3.9% | -8.2% | na |
| BATT Tax-Cost Ratio | na | na | 0.7% | 1.1% | 1.1% | na |
BATT Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| BATT Return (NAV) | 11.8% | 58.8% | -14.1% | -6.8% | -31.8% | 16.8% | 44.3% | -3.3% | na | na | na |
| BATT Return (Price) | 11.4% | 59.7% | -13.9% | -7.1% | -32.2% | 16.5% | 44.4% | -2.4% | na | na | na |
| NAV +/- Price Ret | -0.032% | 0.016% | -0.015% | 0.047% | 0.011% | -0.014% | 0.003% | -25.2% | na | na | na |
| Natural Resources Avg | 8.4% | 43.5% | -6.0% | 9.9% | -7.3% | 30.1% | 22.9% | 18.4% | -16.7% | 25.1% | 28.4% |
| BATT Grade (NAV) | B | B | D | F | F | F | A | F | na | na | na |
| +/- Category | 3.3% | 15.3% | -8.1% | -16.6% | -24.5% | -13.3% | 21.4% | -21.7% | na | na | na |
| Risk Measures | |
| Beta: | 1.49 |
| R-Squared: | 46% |
| Standard Deviation: | 27.9% |
| Category Risk Index: | 1.16 |
| Category Risk Rating: | Above Average |
| Total Risk Index: | 2.29 |
| Total Risk Rating: | High |
| Portfolio Characteristics | |
| Yield: | 1.7% |
| Total Assets: | $ 125 Mil |
| Share Class Assets: | $ 125 Mil |
| Turnover: | 73.0% |
| Expense Ratio: | 0.59% |
| Index Fund: | Yes |
| Index Tracked: | EQM Lithium & Battery Technology PR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | Yes |
| Capital Gains Distribution Frequency: | |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 8.1 years | |||
| Average Tenure: 8.1 years | |||
| Managers (Year): Venuto Michael (2018), Ragauss Charles (2018) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 55 |
| % in Top 10 Holdings: | 47.1% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 75.3% |
Portfolio Allocation |
|
| Domestic Stock: | 24.2% |
| Foreign Stock: | 75.3% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.4% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Amplify ETFs |
| Phone Number: | 855-267-3837 |
| Website: | |
| Inception Date: | June 4, 2018 |
Expenses and Fees
| Expense Ratio (%): | 0.59% (Rating: Avg) |
| Category Average Expense Ratio (%): | 0.54% |
