BATT vs SPY

ABATT

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · BATT $7,241

Lowest cost0.09%SPY · $9 on $10k

Most income2.08%BATT · $208 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.9%BATT and SPY

BATT

SPY

Amplify Lithium & Battery Technology ETF · $92MState Street SPDR S&P 500 ETF · $819B

+10.5%3 years · per year$13,483 · $18,174+22.0%

−6.3%5 years · per year$7,241 · $17,099+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

2.08%12-mo yield$208 · $103 on $10k1.03%

−31.7%Worst dropSmaller wins−8.9%

33.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBATT · SPY

9.3%TSLA1.6%

6.3%FCX0.1%

4.3%BE0.1%

1.6%ALB0.0%

Held in common1.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ABATT	Amplify Lithium & Battery Technology ETFRead Desk		0.59%	2.08%	−5.2%	−10.8%	−3.8%	+10.5%	−6.3%	−31.7%	$92M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ABATT	Amplify Lithium & Battery Technology ETFRead Desk		0.59%	2.08%	−5.2%	−10.8%	−3.8%	+10.5%	−6.3%	−31.7%	$92M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BATT vs SPY

BATT

Amplify Lithium & Battery Technology

$7,241

SPY

SPDR S&P 500

$17,099

MeasureBATTSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield2.08%1.03%

5 years, per year−6.3%+11.3%

3 years, per year+10.5%+22.0%

Worst drop · 1Y−31.7%−8.9%

Volatility · 1Y33.7%13.6%

5–1measures won
SPY first

1.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BATT, SPY

Today

1.9%most shared, BATT and SPY

BATTSPY

BATT—1.9%

SPY1.9%—

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

Income After Fees on $10,000

$149most kept, BATT

BATT$208 − $59 = $149

SPY$103 − $9 = $94

KeptFee

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