A Battery Supply Chain ETF Quietly Returned 66%, Stomping AI Stocks
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A Battery Supply Chain ETF Quietly Returned 66%, Stomping AI Stocks
"While investors fixated on artificial intelligence throughout 2025, the battery supply chain quietly delivered exceptional returns, powering everything from electric vehicles to grid storage. A Supply Chain Play, Not Just an EV Bet Amplify Lithium & Battery Technology ETF (NYSEARCA:BATT) returned 66% year-to-date in 2025, nearly tripling the Nasdaq-100's 22% gain. This performance came from diversified exposure across the entire battery ecosystem: lithium miners, copper producers, battery component manufacturers, and select EV companies."
"Performance dispersion within BATT's holdings tells the story. While Tesla gained 18% year-to-date, Albemarle surged 78% and Freeport-McMoRan jumped 41%. Battery materials and components dramatically outperformed finished vehicles, validating BATT's supply chain focus. Who Benefits From This Exposure BATT serves investors seeking thematic exposure to electrification without individual stock volatility. The 0.59% expense ratio is reasonable for a specialized strategy, and quarterly rebalancing maintains exposure to evolving battery technology."
Amplify Lithium & Battery Technology ETF (BATT) returned 66% year-to-date in 2025, nearly triple the Nasdaq-100's gain, by holding lithium miners, copper producers, battery-component makers, and select EVs. Top weights include BHP Group, CATL, Tesla, and BYD, with Albemarle and Freeport-McMoRan showing much larger gains than finished-vehicle makers. The fund charges a 0.59% expense ratio, rebalances quarterly, and has $90.8 million in assets, enabling nimble exposure to smaller opportunities. Returns are driven by accelerating EV adoption and a commodity upswing in lithium and copper, with 74% international exposure concentrated in major Asian battery manufacturers.
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