BATT vs VOO

ABATT

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.04%BATT · $204 on $10k

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

Held in common1.8%BATT and VOO

BATT

VOO

Amplify Lithium & Battery Technology ETF · $89MVanguard S&P 500 ETF · $1.00T

+11.3%3 years · per year$13,782 · $18,079+21.8%

−6.0%5 years · per year$7,344 · $17,177+11.4%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

2.04%12-mo yield$204 · $110 on $10k1.10%

−31.7%Worst dropSmaller wins−8.9%

33.6%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBATT · VOO

8.5%TSLA1.5%

6.0%FCX0.2%

3.6%BE0.1%

1.7%ALB0.0%

Held in common1.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ABATT	Amplify Lithium & Battery Technology ETFRead Desk	0.59%	2.04%	+1.5%	−9.4%	−5.4%	+11.3%	−6.0%	−31.7%	$89M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ABATT	Amplify Lithium & Battery Technology ETFRead Desk	0.59%	2.04%	+1.5%	−9.4%	−5.4%	+11.3%	−6.0%	−31.7%	$89M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BATT vs VOO

BATT

Amplify Lithium & Battery Technology

$7,344

VOO

Vanguard S&P 500

$17,177

MeasureBATTVOO

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield2.04%1.10%

5 years, per year−6.0%+11.4%

3 years, per year+11.3%+21.8%

Worst drop · 1Y−31.7%−8.9%

Volatility · 1Y33.6%13.5%

5–1measures won
VOO first

1.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BATT, VOO, IVV

Today

92.2%most shared, VOO and IVV

BATTVOOIVV

BATT—1.8%1.8%

VOO1.8%—92.2%

IVV1.8%92.2%—

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

Income After Fees on $10,000

$145most kept, BATT

BATT$204 − $59 = $145

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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