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 | $689.2B |
| Dividend Yield | 5.22% | 1.06% |
| Holdings | 120 | 3,524 |
| YTD Return | -13.88% | +13.02%Best |
| 1Y Return | -45.87% | +16.63%Best |
| 3Y Return (annualized) | +37.41%Best | +21.97% |
| 5Y Return (annualized) | -3.85% | +11.99%Best |
| Volatility (annualized) | 66.8% | 15.7%Best |
| Max Drawdown | -88.0% | -25.4%Best |
| $10,000 over 5 years | $8,218 | $17,616Best |
| 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 Oct 14, 2026 (5 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 5 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 -45.87% while VTI returned +16.63%. Year to date, SATO is down 13.88% versus a gain of 13.02% for VTI.
Over three years, SATO compounded at +37.41% per year against +21.97% for VTI; over five years the annualized figures are -3.85% and +11.99% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SATO has been the more volatile fund, with annualized monthly volatility of 66.8% compared with 15.7% 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 0.69. They move together some of the time, and apart the rest.
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 5.22% against 1.06% for VTI.
Holdings Overlap
At least 17.4% of VTI's money is in holdings SATO also owns.
Stated as a floor: for SATO, our book for it covers 83.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VTI and SATO share little of their money.
35 positions in common, counted across the 54 positions we hold weights for in SATO and 3,441 in VTI, against full books of 120 and 3,524.
Top Shared Holdings
| Stock | Weight in SATO | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp | 0.82% | 6.88% | 6.06% |
| MSFTMicrosoft Corp | 0.80% | 5.11% | 4.31% |
| MSTRMicrostrategy Inc | 2.53% | 0.06% | 2.47% |
| FWDIForward Industries Inc | 2.45% | 0.00% | 2.45% |
| GEMIGemini Space Station Inc | 2.34% | 0.00% | 2.34% |
| ASSTStrive Inc | 2.27% | 0.00% | 2.27% |
| BTCSBtcs Inc - Spin Off | 2.27% | 0.00% | 2.27% |
| COINCoinbase Global, Inc. | 2.22% | 0.05% | 2.17% |
| BMNRBitmine Immersion Technologi | 2.24% | 0.02% | 2.22% |
| TSLATesla Inc | 0.75% | 1.40% | 0.65% |
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 -45.87% vs +16.63% 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 66.8% annualized versus 15.7% 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 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SATO and VTI?
At least 17.4% of VTI's money is in holdings SATO also owns. Our book for SATO is partial, so the real figure is this or higher. They hold 35 positions in common, counted across the 54 positions we hold weights for in SATO and 3,441 in VTI.
Which pays a higher dividend, SATO or VTI?
SATO yields 5.22% while VTI yields 1.06%, 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.