IBAT vs. BATT ETF Comparison

Comparison of iShares Energy Storage & Materials ETF (IBAT) to Amplify Advanced Battery Metals and Materials ETF (BATT)

IBAT

iShares Energy Storage & Materials ETF

IBAT Description

The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.62

Average Daily Volume

348

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	IBAT	BATT
30 Days	-0.69%	2.52%
60 Days	-5.25%	8.72%
90 Days	-2.92%	8.66%
12 Months		-8.96%

7 Overlapping Holdings

Symbol	Grade	Weight in IBAT	Weight in BATT	Overlap
BE	B	2.84%	0.98%	0.98%
CHPT	F	0.29%	0.41%	0.29%
ENS	D	2.55%	0.89%	0.89%
FLNC	C	0.84%	0.95%	0.84%
PLUG	F	0.98%	0.65%	0.65%
QS	F	1.08%	0.65%	0.65%
SEDG	F	0.4%	0.36%	0.36%

IBAT Overweight 7 Positions Relative to BATT

Symbol	Grade	Weight
APD	A	7.15%
ETN	A	3.68%
LIN	D	2.99%
ENPH	F	2.74%
DOW	F	1.21%
FCEL	B	0.07%
STEM	F	0.04%

IBAT Underweight 15 Positions Relative to BATT

Symbol	Grade	Weight
TSLA	B	-7.58%
ALB	C	-1.91%
LI	F	-1.65%
XPEV	C	-1.35%
MP	B	-1.28%
SQM	F	-1.12%
NIO	F	-1.0%
EOSE	D	-0.97%
IE	C	-0.92%
RIVN	F	-0.9%
PSNY	F	-0.75%
TMC	F	-0.6%
ENVX	F	-0.55%
LCID	F	-0.39%
BLNK	F	-0.22%