Compare · 2 funds side by side · dividends reinvested

BATT and SPYM

BATTAmplify×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

BATT and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.1

Amplify Lithium & Battery Technology ETFThematic · Clean energy & EV0.59%2.04%−9.4%−5.4%+11.3%−6.0%−31.7%33.6%$92M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: BATT 2018 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Lithium & Battery Technology ETF · $92M$7,344

BATT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

BATTMeasureSPYM

−9.4%Year to dateJan 1 → Nov 6+8.8%

−5.4%1 yearTotal return+9.8%

+11.3%3 years · per year$10,000 became $13,782 · $18,082+21.8%

−6.0%5 years · per year$10,000 became $7,344 · $17,192+11.4%

0.59%Expense ratio$59 · $2 a year on $10k · lower is better0.02%

2.04%Trailing 12-mo yield$204 · $105 a year on $10k1.05%

−31.7%Worst dropSmaller is better−8.9%

33.6%VolatilityLower is calmer13.6%

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

1–7SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BATT vs SPYM: Top 5 Holdings

Today

BATT

32.8%in top 5

SPYM

in top 527.8%

BATTStockSPYM

8.5%TSLAnot top 5

not top 5AAPL7.9%

7.6%BHP.AXnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

6.0%FCXnot top 5

5.6%300750.Snot top 5

5.2%1211.HKnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.8%

End-of-day Nov 6, 2026 · share of each fund

BATT vs SPYM Returns, Every Period

AmplifyBATT

−6.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

BATTSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: BATT vs SPYM

YTD

AmplifyBATT

−9.4%

SPYMSPDR

+8.8%

−9.4%Year to date+8.8%

−31.7%Worst drop · 1Y−8.9%

33.6%Volatility · 1Y13.6%

2.0%Yield1.1%

$91.9MAssets$182B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BATT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BATT0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BATT, SPYM

2.04%highest, BATT

FundTrailing yieldYield$10k

BATT2.04%$204

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, BATT

BATT$204 − $59 = $145

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BATT, SPYM

Today

1.8%most shared, BATT and SPYM

BATTSPYM

BATT—1.8%

SPYM1.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

BATTWorst drop−31.7%33.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BATTSPYM

−9.4%Year to date+8.8%

2.0%Yield1.1%

−5.4%Past year+9.8%

0.59%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026