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BATT and PBW share 9.5% of their holdings.
| Side by side | BATT | PBW |
|---|---|---|
| Strategy | Thematic · Clean energy & EV | Thematic · Clean energy & EV |
| Expense ratio | 0.59% | 0.63% |
| Cost per year on $10k | $59 | $63 |
| Trailing 12-mo yield | 2.01% | 2.54% |
| Income per year on $10k | $201 | $254 |
| YTD | −7.7% | −12.5% |
| 1 year | −5.6% | −19.9% |
| 3 years · per year | +11.1% | +4.0% |
| 5 years · per year | −5.3% | −18.6% |
| Worst drop · 1Y | −29.8% | −47.1% |
| Volatility · 1Y | 33.5% | 43.0% |
| Holdings | 54 | 72 |
| Assets | $92M | $287M |
| Leverage | None | None |
| Since | 2018 | 2005 |
Highlighted = best in the row. Returns include dividends.