BATT vs LIT ETF Comparison: AI Score, Valuation, Performance and Upside
BATT and LIT both provide exposure to the lithium and battery technology ecosystem but with different approaches — BATT (Amplify, actively managed) spans the full battery ecosystem including energy storage and grid batteries alongside EVs and mining, while LIT (Global X, passive index) focuses on lithium mining and battery manufacturers with more concentrated upstream exposure. Both are significantly sensitive to lithium price cycles and EV adoption trends.
BATT vs LIT is actively managed broad battery ecosystem ETF with diversified multi-segment exposure (Amplify's BATT spanning lithium mining, battery cell manufacturing, EV makers, and grid energy storage companies in an active portfolio that can adapt to technology changes) versus passive lithium mining and battery index ETF with concentrated upstream exposure (Global X's LIT tracking the Solactive Global Lithium Index with heavier lithium miner concentration providing maximum leverage to lithium price cycles) — diversified ecosystem versus concentrated lithium pure-play.
LIT holds the edge across 3 of 5 key metrics in this comparison. LIT has delivered stronger 1-year price return (+125.18% vs +88.98% for BATT).
- →Want diversified battery ecosystem exposure spanning lithium mining, battery manufacturing, EV makers, and grid energy storage companies to reduce single-segment risk within the battery technology theme
- →Value active management's ability to adjust portfolio allocation between battery ecosystem segments as the technology evolves and relative attractiveness changes
- →Are interested in grid-scale energy storage (utility battery projects, behind-the-meter storage) as a growth driver alongside EV adoption
- →Want concentrated lithium mining and battery manufacturer exposure with maximum leverage to lithium price cycles and EV demand acceleration
- →Prefer passive index ETF transparency with consistent, rules-based methodology versus actively managed BATT's manager discretion
- →Believe lithium miners (Albemarle, SQM, Arcadium Lithium) will be the primary beneficiaries of the long-term EV adoption trend regardless of which specific EV brands or battery chemistries win
| Metric | BATT | LIT |
|---|---|---|
| ETF score | 39.0 | 47.0 |
| Latest close | $16.57 | $82.15 |
| 1M return | +3.76% | +0.45% |
| 6M return | +24.18% | +29.48% |
| 1Y return | +88.98% | +125.18% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BATT | LIT |
|---|---|---|
| 1Y ago | $19.25K (+92.5%) started 2025-06-18 | $22.66K (+126.6%) started 2025-06-18 |
| 5Y ago | $13.3K (+33.0%) started 2021-06-18 | $12.99K (+29.9%) started 2021-06-18 |
| 10Y ago | $12.05K (+20.5%) started 2018-06-06 | $43.88K (+338.8%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | BATT | LIT |
|---|---|---|
| Expense ratio | 0.59% | 0.75% |
| Total assets (AUM) | $140.46M | $2.24B |
| Dividend yield | 1.48% | 0.36% |
| Trailing P/E | 26.19 | 24.52 |
| Beta | 1.13 | 1.01 |
| 52-week change | 88.98% | 125.18% |
| Metric | BATT | LIT |
|---|---|---|
| 1Y return | +88.98% | +125.18% |
| 6M return | +24.18% | +29.48% |
| 1M return | +3.76% | +0.45% |
| 1Y Sharpe ratio | 2.00 | 2.44 |
| Beta | 1.13 | 1.01 |
| Dividend yield | 1.48% | 0.36% |
| 5Y CAGR | +2.65% | +4.56% |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BATT | LIT |
|---|---|---|---|
| 1Y | Growth | +88.98% | +125.18% |
| CAGR | +89.06% | +125.31% | |
| Sharpe ratio | 2.00 | 2.44 | |
| Max drawdown | 17.03% | 16.46% | |
| Max daily drop | 7.14% | 8.80% | |
| Max wkly drop | 12.46% | 10.45% | |
| 5Y | Growth | +13.98% | +24.99% |
| CAGR | +2.65% | +4.56% | |
| Sharpe ratio | 0.09 | 0.16 | |
| Max drawdown | 61.98% | 65.91% | |
| Max daily drop | 7.78% | 8.80% | |
| Max wkly drop | 18.00% | 17.59% | |
| 10Y | Growth | -1.74% | +277.56% |
| CAGR | -0.22% | +14.22% | |
| Sharpe ratio | 0.00 | 0.44 | |
| Max drawdown | 69.38% | 65.91% | |
| Max daily drop | 12.69% | 13.58% | |
| Max wkly drop | 23.75% | 23.26% |
| Category | BATT | LIT |
|---|---|---|
| Fund name | Amplify Lithium & Battery Technology ETF | Global X Lithium & Battery Tech ETF |
| Type | ETF | ETF |
| Expense ratio | 0.59% | 0.75% |
| Total assets (AUM) | $140.46M | $2.24B |
| Dividend yield | 1.48% | 0.36% |
- →Diversified battery ecosystem exposure reduces single-segment concentration — BATT holds companies across lithium mining, battery cells, EVs, and energy storage; if lithium prices fall (pressuring miners), EV adoption strength may support other holdings
- →Active management allows portfolio adjustment as battery technology evolves — unlike index ETFs locked to a fixed methodology, BATT's active management can respond to technology shifts (e.g., LFP vs NMC battery chemistry competition, sodium-ion battery emergence)
- →Captures energy storage and grid battery market growth alongside EV batteries — BATT's mandate includes grid-scale energy storage companies (Fluence, Eos Energy) providing exposure to the utility-scale battery market driven by renewable energy integration
- →Concentrated lithium mining exposure provides maximum leverage to lithium demand growth — LIT's heavier allocation to lithium miners (Albemarle, SQM, Arcadium Lithium) means LIT outperforms BATT significantly when lithium prices rise and demand accelerates
- →Albemarle and SQM are the world's leading lithium producers — LIT's holdings include the two largest lithium chemical producers globally; these companies benefit directly from lithium demand growth regardless of which EV maker or battery chemistry wins the technology competition
- →Lower expense ratio and index transparency — as a passive index ETF, LIT provides transparent, rules-based exposure with consistent methodology; investors know exactly what drives returns
- →Lithium price volatility creates significant NAV swings — lithium carbonate prices fell approximately 90% from the 2022 peak; this directly impaired the mining company portion of BATT's portfolio and demonstrated the commodity risk embedded in battery technology ETFs
- →EV adoption slowdown risk — if EV adoption slows (as occurred in 2023-2024 with consumer range anxiety and charging infrastructure concerns), EV manufacturers and indirectly battery companies face revenue growth challenges
- →Concentration in China-related supply chain — CATL (China's dominant battery maker), BYD, and Chinese lithium producers are major holdings; U.S.-China trade tensions and potential EV tariffs create geopolitical risk within BATT's portfolio
- →Heavier upstream mining concentration means greater lithium price commodity risk — LIT's significant weighting in lithium miners means the fund's performance is more directly tied to lithium carbonate and hydroxide spot prices than BATT
- →Index methodology may lag technology shifts — if the Solactive Global Lithium Index is slow to adapt to battery technology changes (e.g., sodium-ion batteries reducing lithium demand), LIT investors hold companies whose addressable market has changed
- →China supply chain concentration — CATL and BYD are major LIT holdings; the geopolitical risk of significant China exposure (tariffs, sanctions, technology restrictions) affects LIT's portfolio
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