IVV vs SATO
iShares Core S&P 500 ETF vs Invesco Alerian Galaxy Crypto Economy ETF
Which is better, IVV or SATO?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y, 5Y and the full window, SATO over 3Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | SATO |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.66% |
| AUM | $876.4B | $8M |
| Dividend Yield | 1.06% | 6.52% |
| Holdings | 508 | 61 |
| YTD Return | +11.57%Best | -3.99% |
| 1Y Return | +17.57%Best | -19.74% |
| 3Y Return (annualized) | +20.71% | +39.21%Best |
| 5Y Return (annualized) | +12.80%Best | -1.66% |
| Volatility (annualized) | 15.6%Best | 67.0% |
| Max Drawdown | -24.5%Best | -88.0% |
| $10,000 over 5 years | $18,262Best | $9,197 |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Oct 7, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 7, 2021 to Sep 10, 2026 (4.9 years).
IVV vs SATO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.9 years both funds cover.
IVV vs SATO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Invesco Alerian Galaxy Crypto Economy ETF (SATO) is an ETF from Invesco (US). Over the past year IVV returned +17.57% while SATO returned -19.74%. Year to date, IVV is up 11.57% versus a loss of 3.99% for SATO.
Over three years, IVV compounded at +20.71% per year against +39.21% for SATO; over five years the annualized figures are +12.80% and -1.66% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SATO has been the more volatile fund, with annualized monthly volatility of 67.0% compared with 15.6% 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 -24.5% for IVV and -88.0% for SATO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
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 1.06% against 6.52% for SATO.
Holdings Overlap
At least 19.1% of IVV's money is in holdings SATO also owns.
Stated as a floor: for SATO, our book for it covers 84.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and SATO share little of their money.
11 positions in common, counted across the 505 positions we hold weights for in IVV and 51 in SATO, against full books of 508 and 61.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SATO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.98% | 0.86% | 7.12% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.44% | 1.05% | 4.39% |
| JPMJpmorgan Chase & Co. | 1.45% | 0.87% | 0.58% |
| COINCoinbase Global, Inc. | 0.05% | 2.18% | 2.13% |
| TSLATesla Inc | 1.36% | 0.66% | 0.70% |
| AMDAdvanced Micro Devices Inc. | 1.18% | 0.78% | 0.40% |
| VVisa Inc | 0.92% | 0.87% | 0.05% |
| GSGoldman Sachs Group Inc. | 0.47% | 0.81% | 0.34% |
| PYPLPaypal Holdings Inc | 0.08% | 1.06% | 0.98% |
| SQBlock, Inc | 0.07% | 0.90% | 0.83% |
You are not choosing between two funds in isolation.
Whichever of IVV and SATO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $63 a year on a $10,000 investment.
Which performed better, IVV or SATO?
Over the past year IVV returned +17.57% vs -19.74% for SATO, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SATO?
SATO has been the more volatile fund at 67.0% annualized versus 15.6% for IVV. Worst drawdown: IVV -24.5% vs SATO -88.0%.
Should I hold both IVV and SATO?
IVV and SATO have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and SATO?
At least 19.1% of IVV's money is in holdings SATO also owns. Our book for SATO is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 505 positions we hold weights for in IVV and 51 in SATO.
Which pays a higher dividend, IVV or SATO?
IVV yields 1.06% while SATO yields 6.52%, so SATO currently pays the higher dividend yield.
Is SATO better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 5Y and the full window, SATO over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.