SATO vs VXUS

SATO vs VXUS

Which is better, SATO or VXUS?

Multi Alternative against Large Cap Blend.

VXUS has a lower expense ratio. SATO led over 3Y, VXUS over 1Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: split

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

MetricSATOVXUS
Expense Ratio0.66%0.05%Best
AUM$8M$158.1B
Dividend Yield6.52%2.51%
Holdings618,747
YTD Return+6.62%+12.88%Best
1Y Return-18.93%+19.97%Best
3Y Return (annualized)+47.31%Best+20.14%
5Y Return (annualized)+0.46%+8.87%Best
Volatility (annualized)67.2%15.2%Best
Max Drawdown-88.0%-28.9%Best
$10,000 over 5 years$10,232$15,295Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionOct 7, 2021Jan 26, 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 23, 2026 (5 years).

SATO vs VXUS 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 VXUS Performance

Invesco Alerian Galaxy Crypto Economy ETF (SATO) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SATO returned -18.93% while VXUS returned +19.97%. Year to date, SATO is up 6.62% versus a gain of 12.88% for VXUS.

Over three years, SATO compounded at +47.31% per year against +20.14% for VXUS; over five years the annualized figures are +0.46% and +8.87% 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 15.2% for VXUS. 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 -28.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SATO charges 0.66% per year while VXUS charges 0.05%. On a $10,000 position that is $66 vs $5 annually, a gap of $61 per year that compounds over a long holding period. On income, SATO currently yields 6.52% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 50 holdings in SATO and 8,082 in VXUS, totalling 84.0% and 88.8% 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, 3 positions appear in both.

3 positions in common, counted across the 50 positions we hold weights for in SATO and 8,082 in VXUS, against full books of 61 and 8,747.

Top Shared Holdings

StockWeight in SATOWeight in VXUSDifference
CANCanaan Inc3.55%0.01%3.54%
3350:JPMetaplanet Inc.2.97%0.00%2.97%
AKER:OSAker Asa Common Stock0.74%0.01%0.73%

You are not choosing between two funds in isolation.

Whichever of SATO and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SATOVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SATO or VXUS?

SATO has an expense ratio of 0.66% while VXUS charges 0.05%. VXUS is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, SATO or VXUS?

Over the past year SATO returned -18.93% vs +19.97% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SATO or VXUS?

SATO has been the more volatile fund at 67.2% annualized versus 15.2% for VXUS. Worst drawdown: SATO -88.0% vs VXUS -28.9%.

Should I hold both SATO and VXUS?

SATO and VXUS have a monthly-return correlation of 0.46, 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 VXUS?

SATO yields 6.52% while VXUS yields 2.51%, so SATO currently pays the higher dividend yield.

Is VXUS better than SATO?

VXUS has a lower expense ratio. SATO led over 3Y, VXUS 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.