QQQ vs SATO

QQQ vs SATO
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. SATO offers more diversification with 120 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: SATO

Side-by-Side Comparison

MetricQQQSATOWinner
Expense Ratio0.18%0.66%
AUM$496.3B$7M
Dividend Yield0.44%7.45%
Holdings108120
YTD Return+19.52%-16.79%
1Y Return+26.68%-26.42%
3Y Return (annualized)+26.64%+26.43%
5Y Return (annualized)+15.36%-
Volatility (annualized)30.6%67.2%
Max Drawdown-83.0%-88.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityAlternative
InceptionMar 10, 1999Oct 7, 2021

QQQ vs SATO Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Invesco Alerian Galaxy Crypto Economy ETF (SATO) is a ETF from Invesco (US). Over the past year QQQ returned +26.68% while SATO returned -26.42%. Year to date, QQQ is up 19.52% versus a loss of 16.79% for SATO.

Over three years, QQQ compounded at +26.64% per year against +26.43% for SATO. Across the full 5-year window we track, QQQ has the edge at +13.14% annualized vs -4.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SATO has been the more volatile fund, with annualized monthly volatility of 67.2% compared with 30.6% for QQQ. 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 -83.0% for QQQ 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while SATO charges 0.66%. On a $10,000 position that is $18 vs $66 annually, a gap of $48 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 7.45% for SATO.

Holdings Overlap

3.4%overlap

QQQ and SATO share 6 holdings out of 147 unique holdings combined, representing a 3.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in SATODifference
NVDA8.44%0.80%7.64%
MSFT5.76%0.84%4.92%
AMD3.45%0.75%2.70%
TSLAProProPro
MSTRProProPro
PYPLProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or SATO?

QQQ has an expense ratio of 0.18% while SATO charges 0.66%. QQQ is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, QQQ or SATO?

Over the past year QQQ returned +26.68% vs -26.42% for SATO, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.14% vs -4.54% for SATO. Past performance does not guarantee future results.

Which is riskier, QQQ or SATO?

SATO has been the more volatile fund at 67.2% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs SATO -88.0%.

Should I hold both QQQ and SATO?

QQQ and SATO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SATO?

QQQ and SATO share 6 common holdings with a 3.4% weight overlap. Combined, they hold 147 unique securities.

Which pays a higher dividend, QQQ or SATO?

QQQ yields 0.44% while SATO yields 7.45%, so SATO currently pays the higher dividend yield.

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