SATO vs SCHD
Invesco Alerian Galaxy Crypto Economy ETF vs Schwab US Dividend Equity ETF
Which is better, SATO or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SATO led over 3Y, SCHD over 1Y, 5Y and the full window.
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 | SATO | SCHD |
|---|---|---|
| Expense Ratio | 0.66% | 0.06%Best |
| AUM | $8M | $112.1B |
| Dividend Yield | 6.52% | 3.00% |
| Holdings | 61 | 103 |
| YTD Return | +7.08% | +21.33%Best |
| 1Y Return | -19.95% | +25.15%Best |
| 3Y Return (annualized) | +47.46%Best | +15.43% |
| 5Y Return (annualized) | +0.54% | +9.32%Best |
| Volatility (annualized) | 67.2% | 15.1%Best |
| Max Drawdown | -88.0% | -16.9%Best |
| $10,000 over 5 years | $10,273 | $15,613Best |
| Fund Family | Invesco (US) | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Oct 7, 2021 | Oct 20, 2011 |
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 24, 2026 (5 years).
SATO vs SCHD 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 5 years both funds cover.
SATO vs SCHD Performance
Invesco Alerian Galaxy Crypto Economy ETF (SATO) is an ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year SATO returned -19.95% while SCHD returned +25.15%. Year to date, SATO is up 7.08% versus a gain of 21.33% for SCHD.
Over three years, SATO compounded at +47.46% per year against +15.43% for SCHD; over five years the annualized figures are +0.54% and +9.32% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SATO has been the more volatile fund, with annualized monthly volatility of 67.2% compared with 15.1% 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 -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.
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 6.52% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 50 holdings in SATO and 100 in SCHD, totalling 84.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 50 positions we hold weights for in SATO and 100 in SCHD, against full books of 61 and 103.
You are not choosing between two funds in isolation.
Whichever of SATO and SCHD 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, SATO or SCHD?
SATO has an expense ratio of 0.66% while SCHD charges 0.06%. SCHD is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, SATO or SCHD?
Over the past year SATO returned -19.95% vs +25.15% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SATO or SCHD?
SATO has been the more volatile fund at 67.2% annualized versus 15.1% for SCHD. Worst drawdown: SATO -88.0% vs SCHD -16.9%.
Should I hold both SATO and SCHD?
SATO and SCHD have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SATO or SCHD?
SATO yields 6.52% while SCHD yields 3.00%, so SATO currently pays the higher dividend yield.
Is SCHD better than SATO?
SCHD has a lower expense ratio. SATO led over 3Y, SCHD over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.