Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Amplify Lithium & Battery Technology ETF (BATT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/15/2025: BATT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.76% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 6.78 - 9.89 | Updated Date 06/29/2025 |
52 Weeks Range 6.78 - 9.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
Amplify Lithium & Battery Technology ETF
ETF Overview
Overview
The Amplify Lithium & Battery Technology ETF (BATT) seeks to provide investment results that correspond generally to the performance of the EQM Global Lithium and Battery Technology Index. It focuses on companies involved in the development, production, and use of lithium battery technology and lithium mining.
Reputation and Reliability
Amplify ETFs is known for its thematic ETFs and innovative investment strategies. They have a solid track record of providing focused exposure to specific sectors.
Management Expertise
Amplify ETFs employs a team of experienced professionals with expertise in ETF management and thematic investing.
Investment Objective
Goal
To track the performance of the EQM Global Lithium and Battery Technology Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index focused on lithium and battery technology companies.
Composition Primarily holds stocks of companies involved in lithium mining, battery production, and related technologies.
Market Position
Market Share: BATT's market share varies based on fluctuations in the ETF market and the total AUM of competing ETFs. Actual share is difficult to precisely ascertain without live data feeds from financial data providers.
Total Net Assets (AUM): 151500000
Competitors
Key Competitors
- Global X Lithium & Battery Tech ETF (LIT)
- VanEck Rare Earth/Strategic Metals ETF (REMX)
- WisdomTree Battery Solutions ETF (WBAT)
Competitive Landscape
The lithium and battery technology ETF market is competitive. BATT competes with other ETFs offering similar exposure. BATT's advantage may lie in its specific index methodology or lower expense ratio (though this needs to be verified). Disadvantages could stem from smaller AUM compared to larger peers like LIT, potentially leading to lower liquidity.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers for accurate figures.
Benchmark Comparison: Benchmark comparison against the EQM Global Lithium and Battery Technology Index requires access to real-time performance data.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The liquidity of the ETF is adequate, allowing for relatively smooth buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, government policies supporting renewable energy, and the growth of the electric vehicle market significantly impact BATT.
Growth Trajectory
Growth trends are tied to the increasing demand for lithium-ion batteries and electric vehicles. Strategy changes will likely mirror developments in the battery tech space.
Moat and Competitive Advantages
Competitive Edge
BATT's competitive edge lies in its focused exposure to companies involved in lithium and battery technology. It offers investors a targeted way to participate in the growth of the electric vehicle and energy storage sectors. Its index methodology may differentiate it from competitors, providing unique holdings. Investors who want to focus their exposure, and believe in the index methodology will find BATT helpful.
Risk Analysis
Volatility
BATT's historical volatility is moderate to high, reflecting the growth-oriented nature of the underlying sector.
Market Risk
Specific risks include fluctuations in lithium prices, competition in the battery technology space, and changes in government regulations affecting the electric vehicle industry.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking growth potential in the clean energy sector and has a moderate to high risk tolerance.
Market Risk
BATT is best suited for long-term investors who believe in the future of electric vehicles and battery technology but can tolerate market fluctuations.
Summary
Amplify Lithium & Battery Technology ETF (BATT) provides focused exposure to the lithium and battery technology sector. The ETF's performance is closely linked to the growth of the electric vehicle and energy storage markets. While offering significant growth potential, BATT is subject to market volatility and sector-specific risks. It is best suited for investors with a long-term investment horizon and a moderate to high-risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Amplify ETFs Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and other factors can affect investment outcomes.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Amplify Lithium & Battery Technology ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its net assets in the securities that comprise the index. The index seeks to provide exposure to global companies deriving material revenue associated with the development, production and use of lithium battery technology. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.