SATO vs SCHD
Invesco Alerian Galaxy Crypto Economy ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SATO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.66% | 0.06% | |
| AUM | $7M | $103.7B | |
| Dividend Yield | 7.27% | 3.31% | |
| Holdings | 120 | 104 | |
| YTD Return | -17.78% | +25.62% | |
| 1Y Return | -25.55% | +32.62% | |
| 3Y Return (annualized) | +24.33% | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 67.2% | 13.6% | |
| Max Drawdown | -88.0% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 7, 2021 | Oct 20, 2011 |
SATO vs SCHD Performance
Invesco Alerian Galaxy Crypto Economy ETF (SATO) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year SATO returned -25.55% while SCHD returned +32.62%. Year to date, SATO is down 17.78% versus a gain of 25.62% for SCHD.
Over three years, SATO compounded at +24.33% per year against +15.58% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.47% annualized vs -4.78%. 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 13.6% for SCHD. 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 -88.0% for SATO and -33.4% for SCHD. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SATO charges 0.66% per year while SCHD charges 0.06%. On a $10,000 position that is $66 vs $6 annually, a gap of $60 per year that compounds over a long holding period. On income, SATO currently yields 7.27% against 3.31% for SCHD.
Holdings Overlap
SATO and SCHD share 1 holdings out of 151 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SATO | Weight in SCHD | Difference |
|---|---|---|---|
| CAN | 1.71% | 0.03% | 1.68% |
Frequently Asked Questions
Which is cheaper, SATO or SCHD?
SATO has an expense ratio of 0.66% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, SATO or SCHD?
Over the past year SATO returned -25.55% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), SATO annualized -4.78% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, SATO or SCHD?
SATO has been the more volatile fund at 67.2% annualized versus 13.6% for SCHD. Worst drawdown: SATO -88.0% vs SCHD -33.4%.
Should I hold both SATO and SCHD?
SATO and SCHD have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SATO and SCHD?
SATO and SCHD share 1 common holdings with a 0.0% weight overlap. Combined, they hold 151 unique securities.
Which pays a higher dividend, SATO or SCHD?
SATO yields 7.27% while SCHD yields 3.31%, so SATO currently pays the higher dividend yield.
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