BATT vs. PBW ETF Comparison

Comparison of Amplify Advanced Battery Metals and Materials ETF (BATT) to PowerShares WilderHill Clean Energy Portfolio (PBW)
BATT

Amplify Advanced Battery Metals and Materials ETF

BATT Description

The investment seeks to provide current income as its primary investment objective and to provide capital appreciation as its secondary investment objective. Under normal circumstances, the fund invests at least 80% of its total assets in dividend-paying U.S. exchange-traded equity securities ("Equity Securities") and will opportunistically utilize an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on such Equity Securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$9.35

Average Daily Volume

38,467

Number of Holdings *

22

* may have additional holdings in another (foreign) market
PBW

PowerShares WilderHill Clean Energy Portfolio

PBW Description The PowerShares WilderHill Clean Energy Portfolio (Fund) is based on the WilderHill Clean Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$20.63

Average Daily Volume

334,711

Number of Holdings *

54

* may have additional holdings in another (foreign) market
Performance
Period BATT PBW
30 Days 2.52% 4.09%
60 Days 8.72% 7.90%
90 Days 8.66% 3.53%
12 Months -8.96% -19.63%
16 Overlapping Holdings
Symbol Grade Weight in BATT Weight in PBW Overlap
ALB C 1.91% 1.91% 1.91%
BE B 0.98% 3.13% 0.98%
BLNK F 0.22% 0.44% 0.22%
CHPT F 0.41% 1.25% 0.41%
ENVX F 0.55% 1.6% 0.55%
EOSE D 0.97% 1.42% 0.97%
FLNC C 0.95% 1.44% 0.95%
MP B 1.28% 1.98% 1.28%
NIO F 1.0% 1.4% 1.0%
PLUG F 0.65% 1.54% 0.65%
QS F 0.65% 1.28% 0.65%
RIVN F 0.9% 1.36% 0.9%
SEDG F 0.36% 0.8% 0.36%
SQM F 1.12% 1.66% 1.12%
TSLA B 7.58% 2.25% 2.25%
XPEV C 1.35% 2.14% 1.35%
BATT Overweight 6 Positions Relative to PBW
Symbol Grade Weight
LI F 1.65%
IE C 0.92%
ENS D 0.89%
PSNY F 0.75%
TMC F 0.6%
LCID F 0.39%
BATT Underweight 38 Positions Relative to PBW
Symbol Grade Weight
ACHR B -2.16%
MYRG B -2.12%
AMSC B -2.12%
SLI D -1.87%
AMPS C -1.79%
JKS F -1.76%
ESE B -1.74%
ORA B -1.73%
PWR A -1.73%
DAR C -1.69%
PLPC B -1.67%
ITRI B -1.65%
JOBY B -1.63%
ARRY C -1.63%
AEIS B -1.62%
REX D -1.45%
CTVA C -1.44%
BELFB C -1.37%
FSLR F -1.34%
WOLF F -1.33%
CSIQ F -1.3%
THRM D -1.3%
RNW D -1.21%
OLED D -1.2%
AMRC F -1.13%
SLDP F -1.1%
AMPX C -1.06%
SHLS F -1.06%
FREY B -1.04%
MPWR F -1.01%
LNZA F -1.0%
WBX F -0.85%
ENPH F -0.81%
PLL C -0.8%
TPIC F -0.77%
RUN F -0.77%
NOVA F -0.48%
SOL F -0.43%
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