SATO vs VTI
Invesco Alerian Galaxy Crypto Economy ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, SATO or VTI?
Multi Alternative against Large Cap Blend.
VTI has a lower expense ratio. SATO led over 3Y, VTI 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 | VTI |
|---|---|---|
| Expense Ratio | 0.66% | 0.03%Best |
| AUM | $8M | $666.9B |
| Dividend Yield | 6.52% | 1.03% |
| Holdings | 61 | 3,543 |
| YTD Return | -3.99% | +11.65%Best |
| 1Y Return | -19.74% | +17.34%Best |
| 3Y Return (annualized) | +39.21%Best | +20.35% |
| 5Y Return (annualized) | -1.66% | +11.72%Best |
| Volatility (annualized) | 67.0% | 15.9%Best |
| Max Drawdown | -88.0% | -25.4%Best |
| $10,000 over 5 years | $9,197 | $17,404Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Oct 7, 2021 | May 24, 2001 |
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).
SATO vs VTI 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.
SATO vs VTI Performance
Invesco Alerian Galaxy Crypto Economy ETF (SATO) is an ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SATO returned -19.74% while VTI returned +17.34%. Year to date, SATO is down 3.99% versus a gain of 11.65% for VTI.
Over three years, SATO compounded at +39.21% per year against +20.35% for VTI; over five years the annualized figures are -1.66% and +11.72% 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 15.9% for VTI. 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 -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SATO charges 0.66% per year while VTI charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, SATO currently yields 6.52% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 51 holdings in SATO and 2,787 in VTI, totalling 84.0% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 26 positions appear in both.
26 positions in common, counted across the 51 positions we hold weights for in SATO and 2,787 in VTI, against full books of 61 and 3,543.
Top Shared Holdings
| Stock | Weight in SATO | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 0.86% | 6.32% | 5.46% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 1.05% | 3.81% | 2.76% |
| BMNRBitmine Immersion Technologi | 2.83% | 0.01% | 2.82% |
| CLSKCleanspark Inc.(Clsk) | 2.52% | 0.00% | 2.52% |
| MSTRMicrostrategy Inc | 2.39% | 0.04% | 2.35% |
| BTCSBtcs, Inc. | 2.32% | 0.00% | 2.32% |
| CRCLCircle Internet Group In | 2.30% | 0.01% | 2.29% |
| RIOTRiot Blockchain Inc. | 2.30% | 0.01% | 2.29% |
| TSLATesla Inc | 0.66% | 1.63% | 0.97% |
| FRMMForum Markets, Incorporated | 2.27% | 0.00% | 2.27% |
You are not choosing between two funds in isolation.
Whichever of SATO and VTI 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 VTI?
SATO has an expense ratio of 0.66% while VTI charges 0.03%. VTI is the cheaper option, by $63 a year on a $10,000 investment.
Which performed better, SATO or VTI?
Over the past year SATO returned -19.74% vs +17.34% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SATO or VTI?
SATO has been the more volatile fund at 67.0% annualized versus 15.9% for VTI. Worst drawdown: SATO -88.0% vs VTI -25.4%.
Should I hold both SATO and VTI?
SATO and VTI have a monthly-return correlation of 0.70, 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 VTI?
SATO yields 6.52% while VTI yields 1.03%, so SATO currently pays the higher dividend yield.
Is VTI better than SATO?
VTI has a lower expense ratio. SATO led over 3Y, VTI 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.