Compare · 3 funds side by side · dividends reinvested

BATT, LIT and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

BATT, LIT and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

Amplify Lithium & Battery Technology ETFThematic · Clean energy & EV0.59%1.97%−5.9%−2.6%+11.9%−4.7%−29.8%33.5%$92M2.1

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.81%−4.2%+1.3%+9.8%−6.5%−34.4%30.5%$1.1B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BATT 2018 · LIT 2010 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Lithium & Battery Technology ETF · $92M$7,241

BATT

LIT

Global X - Lithium & Battery Tech ETF · $1.1B$6,877

$10,000 five years ago, dividends reinvested · they hold 29.9% in common

BATTMeasureLIT

−5.9%Year to dateJan 1 → Nov 5−4.2%

−2.6%1 yearTotal return+1.3%

+11.9%3 years · per year$10,000 became $14,013 · $13,225+9.8%

−4.7%5 years · per year$10,000 became $7,878 · $7,158−6.5%

0.59%Expense ratio$59 · $75 a year on $10k · lower is better0.75%

1.97%Trailing 12-mo yield$197 · $81 a year on $10k0.81%

−29.8%Worst dropSmaller is better−34.4%

33.5%VolatilityLower is calmer30.5%

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

5–3BATT wins

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

More Ways to See the Pairs

BATT vs LIT: Top 5 Holdings

Today

BATT

32.8%in top 5

LIT

in top 538.3%

BATTStockLIT

not top 5RIO19.6%

9.3%TSLA4.6%

7.1%BHP.AXnot top 5

6.3%FCXnot top 5

not top 5ALB5.4%

5.2%300750.Snot top 5

4.8%1211.HKnot top 5

not top 5300014.S4.5%

not top 5006400.K4.3%

Held in common29.9%

End-of-day Nov 5, 2026 · share of each fund

BATT vs LIT Returns, Every Period

AmplifyBATT

−4.7%

5 years, per year

LITGlobal X

−6.5%

5 years, per year

BATTLITFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BATT vs LIT

YTD

AmplifyBATT

−5.9%

LITGlobal X

−4.2%

−5.9%Year to date−4.2%

−29.8%Worst drop · 1Y−34.4%

33.5%Volatility · 1Y30.5%

2.0%Yield0.8%

$91.9MAssets$1.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BATT, LIT, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

BATT0.59%$59

LIT0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BATT, LIT, SMH

1.97%highest, BATT

FundTrailing yieldYield$10k

BATT1.97%$197

LIT0.81%$81

SMH0.22%$22

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$138most kept, BATT

BATT$197 − $59 = $138

LIT$81 − $75 = $6

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BATT, LIT, SMH

Today

29.9%most shared, BATT and LIT

BATTLITSMH

BATT—29.9%0.0%

LIT29.9%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

LITWorst drop−34.4%30.5% vol

BATTWorst drop−29.8%33.5% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BATTSMH

−5.9%Year to date+40.0%

2.0%Yield0.2%

−2.6%Past year+38.2%

0.59%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026