SATO vs VYM
Invesco Alerian Galaxy Crypto Economy ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SATO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.66% | 0.04% | |
| AUM | $7M | $79.0B | |
| Dividend Yield | 7.27% | 2.86% | |
| Holdings | 120 | 568 | |
| YTD Return | -16.96% | +16.53% | |
| 1Y Return | -25.19% | +25.03% | |
| 3Y Return (annualized) | +24.72% | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 67.2% | 14.6% | |
| Max Drawdown | -88.0% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 7, 2021 | Nov 10, 2006 |
SATO vs VYM Performance
Invesco Alerian Galaxy Crypto Economy ETF (SATO) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SATO returned -25.19% while VYM returned +25.03%. Year to date, SATO is down 16.96% versus a gain of 16.53% for VYM.
Over three years, SATO compounded at +24.72% per year against +18.54% for VYM. Across the full 5-year window we track, VYM has the edge at +7.10% annualized vs -4.58%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SATO charges 0.66% per year while VYM charges 0.04%. On a $10,000 position that is $66 vs $4 annually, a gap of $62 per year that compounds over a long holding period. On income, SATO currently yields 7.27% against 2.86% for VYM.
Holdings Overlap
SATO and VYM share 3 holdings out of 607 unique holdings combined, representing a 1.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SATO or VYM?
SATO has an expense ratio of 0.66% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, SATO or VYM?
Over the past year SATO returned -25.19% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), SATO annualized -4.58% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, SATO or VYM?
SATO has been the more volatile fund at 67.2% annualized versus 14.6% for VYM. Worst drawdown: SATO -88.0% vs VYM -58.8%.
Should I hold both SATO and VYM?
SATO and VYM have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SATO and VYM?
SATO and VYM share 3 common holdings with a 1.7% weight overlap. Combined, they hold 607 unique securities.
Which pays a higher dividend, SATO or VYM?
SATO yields 7.27% while VYM yields 2.86%, so SATO currently pays the higher dividend yield.
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