IVV vs SATO
iShares Core S&P 500 ETF vs Invesco Alerian Galaxy Crypto Economy ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SATO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.66% | |
| AUM | $907.0B | $7M | |
| Dividend Yield | 1.10% | 7.45% | |
| Holdings | 508 | 120 | |
| YTD Return | +12.28% | -8.30% | |
| 1Y Return | +20.94% | -13.68% | |
| 3Y Return (annualized) | +21.81% | +35.90% | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 67.3% | |
| Max Drawdown | -56.5% | -88.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Oct 7, 2021 |
IVV vs SATO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco Alerian Galaxy Crypto Economy ETF (SATO) is a ETF from Invesco (US). Over the past year IVV returned +20.94% while SATO returned -13.68%. Year to date, IVV is up 12.28% versus a loss of 8.30% for SATO.
Over three years, IVV compounded at +21.81% per year against +35.90% for SATO. Across the full 5-year window we track, IVV has the edge at +6.98% annualized vs -2.60%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SATO has been the more volatile fund, with annualized monthly volatility of 67.3% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -88.0% for SATO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SATO charges 0.66%. On a $10,000 position that is $3 vs $66 annually, a gap of $63 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 7.45% for SATO.
Holdings Overlap
IVV and SATO share 11 holdings out of 545 unique holdings combined, representing a 5.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SATO?
IVV has an expense ratio of 0.03% while SATO charges 0.66%. IVV is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, IVV or SATO?
Over the past year IVV returned +20.94% vs -13.68% for SATO, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +6.98% vs -2.60% for SATO. Past performance does not guarantee future results.
Which is riskier, IVV or SATO?
SATO has been the more volatile fund at 67.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SATO -88.0%.
Should I hold both IVV and SATO?
IVV and SATO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SATO?
IVV and SATO share 11 common holdings with a 5.6% weight overlap. Combined, they hold 545 unique securities.
Which pays a higher dividend, IVV or SATO?
IVV yields 1.10% while SATO yields 7.45%, so SATO currently pays the higher dividend yield.
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