BATT vs MOTO

BATTCAmplify Lithium & Battery Technology ETF

MOTOCSmartETFs Smart Transportation & Technology ETF

In short

BATT Most EV funds buy the carmakers. BATT buys the battery, tracking a global index of roughly 50 lithium and battery-technology companies. It has been running since 2018 and charges less than the typical fund in its category.

MOTO A stock-picker's run at the EV and self-driving theme: about 40 names, roughly equal weight, picked by Guinness Atkinson's managers. Fee is 0.68%, net of a waiver through June 30, 2029.

Stated mandate

BATT The Fund seeks to track the EQM Lithium & Battery Technology Index before fees and expenses through passive indexing; it normally invests at least 80% of net assets in securities comprising the Index.

MOTO The fund seeks long-term capital appreciation by investing primarily in publicly traded equity securities of domestic or foreign companies developing or producing smart-transportation products and systems, including autonomous or electric vehicles and smart transportation networks. It is actively managed and normally invests at least 80% of net assets in these companies.

Why people hold it

• BATT The battery-chain purist. Where category peers like DRIV, IDRV and FDRV lean on autonomous driving and vehicle makers, BATT's index is built around lithium and battery technology itself.amplifyetfs.com
• 0.59% a year, below the 0.68% median for EV and battery funds. On a theme with this much swing, a lower annual toll is one of the few things you control.
• Simple plumbing: a passive 1940 Act fund that normally keeps at least 80% of net assets in the securities of the EQM Lithium & Battery Technology Index. What is in the index is what you own.amplifyetfs.com
• Trading since 2018, so the battery theme's booms and busts are already on its tape rather than in a backtest.

• MOTO Roughly equal weights, so the smallest holding counts about as much as the largest and one mega-cap does not become the whole theme.sec.gov
• Actively managed: at least 80% of net assets go to smart-transportation companies, with managers judging how central each one is to the ecosystem.sec.gov
• 0.68% net of a waiver running through June 30, 2029, near the category median and level with DRIV's fee.
• Global by design, holding both US and foreign companies across autonomous and electric vehicles, networks and the parts that feed them.

Worth knowing

• BATT Cheaper doors into electrification exist: FDRV charges 0.39% and IBAT 0.47%, though each defines the theme differently.
• About 50 stocks bolted to one supply chain. Lithium price swings or a single cell maker's bad quarter show up in the fund quickly.
• The mandate is global, so foreign-market and currency exposure comes with it. Payouts are occasional (annual or semiannual), not an income stream.

• MOTO Thinly traded with a small asset base, so spreads can widen and limit orders earn their keep.
• The 0.68% rests on a contractual waiver; gross expenses run 1.21%, and the waiver is dated to June 30, 2029.
• About 40 stocks in one theme, with no index to fall back on: results track the managers' picks, and foreign holdings add currency swings.

Full BATT profile⁠

Full MOTO profile⁠