HOLD vs SATO

Comparison between HARBOR ALPHA LAYERING ETF (HOLD, ETF) and INVESCO ALERIAN GALAXY CRYPTO ECONOMY ETF (SATO, ETF).

5-Year PerformanceSATO has outperformed HOLD, delivering a return of -1.2% compared to -18.1%

HOLD vs SATO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HOLD(ETF)	SATO(ETF)
Net Assets	$8.60M	$8.70M
Expense Ratio	N/A	0.66%
Max Drawdown	70.46%	88.66%
Sharpe Ratio	-0.77	0.20
5Y Beta	0.78	2.20
P/E Ratio	N/A	-4.60
Forward P/E	N/A	11.74
5Y Dividends CAGR	7.97%	N/A
P/S Ratio	N/A	0.89
P/B Ratio	N/A	2.27

Net Assets

HOLD

$8.60M

Winner

SATO

$8.70M

Expense Ratio

HOLD

N/A

SATO

0.66%

Max Drawdown

Winner

HOLD

70.46%

SATO

88.66%

Sharpe Ratio

HOLD

-0.77

Winner

SATO

0.20

5Y Beta

Winner

HOLD

0.78

SATO

2.20

P/E Ratio

HOLD

N/A

SATO

-4.60

Forward P/E

HOLD

N/A

SATO

11.74

5Y Dividends CAGR

HOLD

7.97%

SATO

N/A

P/S Ratio

HOLD

N/A

SATO

0.89

P/B Ratio

HOLD

N/A

SATO

2.27

HOLD vs SATO - Historical Returns

Returns include dividend reinvestment.

Period	HOLD	SATO
1 month	-2.65%	-8.97%
3 months	+5.13%	+12.13%
6 months	+8.43%	-11.42%
1 year	+18.12%	+1.96%
5 years(CAGR)	-18.07%	-1.20%
10 years(CAGR)	-8.84%	N/A
Max(CAGR)	-7.12%	-1.20%

Winner

HOLD

-2.65%

SATO

-8.97%

HOLD

+5.13%

Winner

SATO

+12.13%

Winner

HOLD

+8.43%

SATO

-11.42%

Winner

HOLD

+18.12%

SATO

+1.96%

5Y(CAGR)

HOLD

-18.07%

Winner

SATO

-1.20%

10Y(CAGR)

HOLD

-8.84%

SATO

N/A

Max(CAGR)

HOLD

-7.12%

Winner

SATO

-1.20%

HOLD vs SATO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HOLD	SATO
2026	+8.32%	-6.39%
2025	+8.52%	-1.33%
2024	N/A	+57.94%
2023	+1.16%	+264.92%
2022	+0.40%	-80.50%
2021	+0.15%	-17.37%
2020	+0.69%	N/A
2019	+3.06%	N/A
2018	+1.82%	N/A
2017	+1.30%	N/A
2016	+1.34%	N/A
2015	+0.16%	N/A
2014	-0.21%	N/A

HOLD vs SATO Drawdown Comparison

The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.

The maximum drawdown for SATO was -87.98%, occurring on Dec 28, 2022. Recovery took 975 trading sessions.

The current HOLD drawdown is -63.80%. The current SATO drawdown is -39.34%.

Rank	HOLD	SATO
#1	-69.65% Mar 23, 2023 - Aug 20, 2025	-87.98% Nov 9, 2021 - Sep 30, 2025
#2	-5.23% Feb 25, 2020 - Dec 31, 2020	-53.50% Oct 6, 2025 - Mar 30, 2026
#3	-1.59% Jul 23, 2021 - Jan 12, 2023	-5.85% Oct 20, 2021 - Oct 29, 2021
#4	-0.54% Oct 28, 2014 - Jul 20, 2015	-3.92% Oct 11, 2021 - Oct 15, 2021
#5	-0.49% Jul 20, 2015 - Mar 29, 2016	-1.00% Nov 3, 2021 - Nov 8, 2021
#6	-0.37% Dec 31, 2020 - Jul 23, 2021	-0.39% Oct 7, 2021 - Oct 11, 2021
#7	-0.35% Jul 7, 2016 - Oct 12, 2016	N/A
#8	-0.34% Apr 13, 2018 - May 25, 2018	N/A
#9	-0.28% May 17, 2017 - Jun 29, 2017	N/A
#10	-0.28% Feb 2, 2023 - Feb 17, 2023	N/A
#11	-0.24% Jan 11, 2017 - Feb 10, 2017	N/A
#12	-0.24% Aug 5, 2014 - Sep 25, 2014	N/A
#13	-0.21% Mar 14, 2023 - Mar 16, 2023	N/A
#14	-0.21% Mar 16, 2023 - Mar 20, 2023	N/A
#15	-0.21% Feb 20, 2019 - Feb 25, 2019	N/A

Correlation

Correlation between HOLD and SATO is -0.72 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.72

-101

Dividend Comparison (2014 - 2026)

HOLD vs SATO dividend yield comparison.

Year	HOLD	SATO
2026	0.00%	0.12%
2025	7.32%	9.50%
2024	0.00%	15.03%
2023	0.75%	2.21%
2022	1.51%	8.97%
2021	0.55%	0.73%
2020	1.42%	0.00%
2019	2.33%	0.00%
2018	1.96%	0.00%
2017	1.30%	0.00%
2016	0.97%	0.00%
2015	0.39%	0.00%
2014	0.67%	0.00%