SATO vs VTI
Invesco Alerian Galaxy Crypto Economy ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SATO | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.66% | 0.03% | |
| AUM | $7M | $666.9B | |
| Dividend Yield | 7.45% | 1.07% | |
| Holdings | 120 | 3,543 | |
| YTD Return | -8.30% | +12.65% | |
| 1Y Return | -13.68% | +21.39% | |
| 3Y Return (annualized) | +35.90% | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 67.3% | 15.3% | |
| Max Drawdown | -88.0% | -56.6% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 7, 2021 | May 24, 2001 |
SATO vs VTI Performance
Invesco Alerian Galaxy Crypto Economy ETF (SATO) is a ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SATO returned -13.68% while VTI returned +21.39%. Year to date, SATO is down 8.30% versus a gain of 12.65% for VTI.
Over three years, SATO compounded at +35.90% per year against +21.54% for VTI. Across the full 5-year window we track, VTI has the edge at +8.07% annualized vs -2.60%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SATO has been the more volatile fund, with annualized monthly volatility of 67.3% compared with 15.3% 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 -56.6% for VTI. 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 0.70. 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 7.45% against 1.07% for VTI.
Holdings Overlap
SATO and VTI share 26 holdings out of 2812 unique holdings combined, representing a 5.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $63 per year of difference.
Which performed better, SATO or VTI?
Over the past year SATO returned -13.68% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), SATO annualized -2.60% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, SATO or VTI?
SATO has been the more volatile fund at 67.3% annualized versus 15.3% for VTI. Worst drawdown: SATO -88.0% vs VTI -56.6%.
Should I hold both SATO and VTI?
SATO and VTI have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SATO and VTI?
SATO and VTI share 26 common holdings with a 5.4% weight overlap. Combined, they hold 2812 unique securities.
Which pays a higher dividend, SATO or VTI?
SATO yields 7.45% while VTI yields 1.07%, so SATO currently pays the higher dividend yield.
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