SYBENC | Syntax Battery and Energy Storage Composite Index

Index Description

The Syntax Battery and Energy Storage Composite Index float market cap-weights publicly traded US companies that produce batteries or battery materials or are involved in the clean energy vehicle supply chain. The Index applies screens for thematic purity of exposure, liquidity, and size, and defines business segments including clean energy vehicles, diversified electronic materials, fuel cells, and charging stations.

The Index uses company classification data structured in Syntax's proprietary Functional Information System (FIS)®, which draws primarily from audited annual reports (e.g., 10-K filings) and secondarily from unaudited documents (e.g., news articles, company websites) to allow granular groupings and comparisons of companies by the characteristics of their various product lines.

Index Facts

Number of Constituents 72
Weighting Methodology Float Market Cap
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYBENC
Index Inception Date December 16, 2022
Total Return Index Value as of 12/13/2023 1112.44

Index Performance

Multi-Horizon Returns % as of 2023-09-30
YTD3Q231Y3Y5Y7Y10YSince 09.18.20
Bttry & Enrgy Strg Cmpst8.57-9.53-5.80-3.04----3.01
S&P 50013.07-3.2821.6110.159.9212.2411.918.64
Annual Index Performance % as of 2023-09-30
Bttry & Enrgy Strg Cmpst-42.38-5.47--------
S&P 500-18.1128.7118.4031.49-4.3821.8311.961.3813.6932.39
Index Statistics as of 2023-09-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Bttry & Enrgy Strg Cmpst42.3-0.1232.6388.3141.7
S&P 50017.90.46-100.0100.0
Index Fundamentals as of 2023-09-30
BetaDividend YieldP / E Ratio
Bttry & Enrgy Strg Cmpst1.631.5468.0
S&P 5001.001.6723.0
Top Holdings as of 2023-09-30
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Company Weight (%)
Ford Motor Co 4.86
PACCAR Inc 4.85
General Motors Company 4.75
Tesla Inc 4.69
Linde plc 4.59
Aptiv plc 4.55
Rivian Automotive Inc 4.55
Analog Devices Inc 4.54
TransDigm Group 4.51
TE Connectivity Ltd. 4.49