QQQ vs SATO
Invesco QQQ Trust, Series 1 vs Invesco Alerian Galaxy Crypto Economy ETF
Which is better, QQQ or SATO?
Large Cap Growth against Multi Alternative.
QQQ has a lower expense ratio. QQQ 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 | QQQ | SATO |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.66% |
| AUM | $486.1B | $8M |
| Dividend Yield | 0.44% | 7.45% |
| Holdings | 107 | 61 |
| YTD Return | +17.54%Best | +0.76% |
| 1Y Return | +25.59%Best | -6.15% |
| 3Y Return (annualized) | +24.63% | +39.46%Best |
| 5Y Return (annualized) | +14.18%Best | -0.69% |
| Volatility (annualized) | 20.8%Best | 67.0% |
| Max Drawdown | -35.1%Best | -88.0% |
| $10,000 over 5 years | $19,407Best | $9,660 |
| Fund Family | Invesco (US) | Invesco (US) |
| Category | Equity | Alternative |
| Style | Large Cap Growth | Multi Alternative |
| Inception | Mar 10, 1999 | 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 4, 2026 (4.9 years).
QQQ 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.
QQQ vs SATO Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Invesco Alerian Galaxy Crypto Economy ETF (SATO) is an ETF from Invesco (US). Over the past year QQQ returned +25.59% while SATO returned -6.15%. Year to date, QQQ is up 17.54% versus a gain of 0.76% for SATO.
Over three years, QQQ compounded at +24.63% per year against +39.46% for SATO; over five years the annualized figures are +14.18% and -0.69% 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 20.8% 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 -35.1% for QQQ 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 0.72. 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
At least 20.6% of QQQ'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.
QQQ and SATO share little of their money.
6 positions in common, counted across the 102 positions we hold weights for in QQQ and 51 in SATO, against full books of 107 and 61.
20.6% of QQQ is already inside SATO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $48 a year on a $10,000 investment.
Which performed better, QQQ or SATO?
Over the past year QQQ returned +25.59% vs -6.15% for SATO, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SATO?
SATO has been the more volatile fund at 67.0% annualized versus 20.8% for QQQ. Worst drawdown: QQQ -35.1% vs SATO -88.0%.
Should I hold both QQQ and SATO?
QQQ and SATO have a monthly-return correlation of 0.72, 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 QQQ and SATO?
At least 20.6% of QQQ's money is in holdings SATO also owns. Our book for SATO is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 102 positions we hold weights for in QQQ and 51 in SATO.
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.
Is SATO better than QQQ?
QQQ has a lower expense ratio. QQQ 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.