Compare · 2 funds side by side · dividends reinvested

BATT and IVV

BATTAmplify×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

BATT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.1

Amplify Lithium & Battery Technology ETFThematic · Clean energy & EV0.59%1.99%−7.1%−2.4%+10.9%−5.9%−31.7%33.7%$89M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BATT 2018 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Lithium & Battery Technology ETF · $89M$7,389

BATT

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

BATTMeasureIVV

−7.1%Year to dateJan 1 → Nov 9+11.3%

−2.4%1 yearTotal return+13.6%

+10.9%3 years · per year$10,000 became $13,638 · $18,159+22.0%

−5.9%5 years · per year$10,000 became $7,389 · $17,545+11.9%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

1.99%Trailing 12-mo yield$199 · $111 a year on $10k1.11%

−31.7%Worst dropSmaller is better−8.9%

33.7%VolatilityLower is calmer13.8%

BATTIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BATT vs IVV: Top 5 Holdings

Today

BATT

33.2%in top 5

IVV

in top 527.8%

BATTStockIVV

9.0%TSLAnot top 5

not top 5AAPL7.9%

7.4%BHP.AXnot top 5

not top 5NVDA7.1%

not top 5MSFT6.2%

6.2%FCXnot top 5

5.4%300750.Snot top 5

5.1%1211.HKnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.8%

End-of-day Nov 9, 2026 · share of each fund

BATT vs IVV Returns, Every Period

AmplifyBATT

−5.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

BATTIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: BATT vs IVV

YTD

AmplifyBATT

−7.1%

IVViShares

+11.3%

−7.1%Year to date+11.3%

−31.7%Worst drop · 1Y−8.9%

33.7%Volatility · 1Y13.8%

2.0%Yield1.1%

$88.9MAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BATT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BATT0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BATT, IVV

1.99%highest, BATT

FundTrailing yieldYield$10k

BATT1.99%$199

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, BATT

BATT$199 − $59 = $140

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BATT, IVV

Today

1.8%most shared, BATT and IVV

BATTIVV

BATT—1.8%

IVV1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

BATTWorst drop−31.7%33.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BATTIVV

−7.1%Year to date+11.3%

2.0%Yield1.1%

−2.4%Past year+13.6%

0.59%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026