SATO vs SCDS

Comparison between INVESCO ALERIAN GALAXY CRYPTO ECONOMY ETF (SATO, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE SMALL CORE ETF (SCDS, ETF).

SATO vs SCDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SATO(ETF)	SCDS(ETF)
Net Assets	$8.70M	$8.80M
Expense Ratio	0.66%	0.40%
Max Drawdown	88.66%	27.05%
Sharpe Ratio	0.20	1.81
5Y Beta	2.20	1.07
P/E Ratio	-4.60	49.31
Forward P/E	11.74	16.24
5Y EPS CAGR	N/A	14.15%
Debt to Equity	N/A	63.68%
P/S Ratio	0.89	1.55
P/B Ratio	2.27	2.49

Net Assets

SATO

$8.70M

Winner

SCDS

$8.80M

Expense Ratio

SATO

0.66%

Winner

SCDS

0.40%

Max Drawdown

SATO

88.66%

Winner

SCDS

27.05%

Sharpe Ratio

SATO

0.20

Winner

SCDS

1.81

5Y Beta

SATO

2.20

Winner

SCDS

1.07

P/E Ratio

Winner

SATO

-4.60

SCDS

49.31

Forward P/E

Winner

SATO

11.74

SCDS

16.24

5Y EPS CAGR

SATO

N/A

SCDS

14.15%

Debt to Equity

SATO

N/A

SCDS

63.68%

P/S Ratio

Winner

SATO

0.89

SCDS

1.55

P/B Ratio

Winner

SATO

2.27

SCDS

2.49

SATO vs SCDS - Holdings Comparison

SATO and SCDS have 5 common holdings. Overlap is 0.66%

SATO's top 25 holdings weight is 64.30%. SCDS's top 25 holdings weight is 30.72%.

Rank	SATO	SCDS
#1	INVESCO CRYPTO CAYMAN FUND 329929 (n/a) - 12.64%	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 4.69%
#2	HIVE DIGITAL TECHNOLOGIES LTD (n/a) - 2.99%	BLOOM ENERGY CORP CLASS A (BE) - 2.33%
#3	KEEL INFRASTRUCTURE CORP (n/a) - 2.89%	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.62%
#4	n/a (BTDR) - 2.56%	DIGITALOCEAN HOLDINGS INC (DOCN) - 1.61%
#5	HUT 8 CORP (HUT) - 2.48%	FABRINET (FN) - 1.58%
#6	n/a (CORZ) - 2.45%	VICOR CORP (VICR) - 1.49%
#7	CIPHER DIGITAL INC (CIFR) - 2.40%	TTM TECHNOLOGIES INC (TTMI) - 1.47%
#8	CLEANSPARK INC (CLSK) - 2.37%	STERLING INFRASTRUCTURE INC (STRL) - 1.18%
#9	IREN LTD (IREN) - 2.21%	RAMBUS INC (RMBS) - 1.17%
#10	APPLIED DIGITAL CORP (APLD) - 2.18%	MODINE MANUFACTURING CO (MOD) - 1.17%
#11	BAKKT INC ORDINARY SHARES CLASS A (BKKT) - 2.16%	NEXTPOWER INC CLASS A (NXT) - 1.00%
#12	RIOT PLATFORMS INC (RIOT) - 2.14%	MYR GROUP INC (MYRG) - 0.98%
#13	MARA HOLDINGS INC (MARA) - 2.12%	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.93%
#14	TERAWULF INC (WULF) - 2.08%	KNOWLES CORP (KN) - 0.87%
#15	BIT DIGITAL INC ORDINARY SHARES (BTBT) - 2.04%	MOOG INC CLASS A (MOG-A) - 0.87%
#16	n/a (ETOR) - 2.01%	MONARCH CASINO & RESORT INC (MCRI) - 0.86%
#17	n/a (GEMI) - 1.97%	AZZ INC (AZZ) - 0.85%
#18	STRIVE INC CLASS A (ASST) - 1.97%	VISHAY INTERTECHNOLOGY INC (VSH) - 0.83%
#19	HYPERSCALE DATA INC CLASS A (GPUS) - 1.91%	WSFS FINANCIAL CORP (WSFS) - 0.82%
#20	FORUM MARKETS INC ORDINARY SHARES (FRMM) - 1.88%	SYNAPTICS INC (SYNA) - 0.81%
#21	n/a (GLXY) - 1.87%	THE CHEFS' WAREHOUSE INC (CHEF) - 0.77%
#22	n/a (NXTT) - 1.86%	KITE REALTY GROUP TRUST (KRG) - 0.72%
#23	OSL GROUP LTD (n/a) - 1.74%	FIRST FINANCIAL BANCORP (FFBC) - 0.70%
#24	n/a (COIN) - 1.70%	FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.70%
#25	n/a (CRCL) - 1.68%	PERIMETER SOLUTIONS INC (PRM) - 0.70%
Total Holdings	61	265

SATO vs SCDS - Historical Returns

Returns include dividend reinvestment.

Period	SATO	SCDS
1 month	-8.97%	+5.27%
3 months	+12.13%	+23.88%
6 months	-11.42%	+22.15%
1 year	+1.96%	+43.42%
5 years(CAGR)	-1.20%	N/A
Max(CAGR)	-1.20%	+24.21%

SATO

-8.97%

Winner

SCDS

+5.27%

SATO

+12.13%

Winner

SCDS

+23.88%

SATO

-11.42%

Winner

SCDS

+22.15%

SATO

+1.96%

Winner

SCDS

+43.42%

5Y(CAGR)

SATO

-1.20%

SCDS

N/A

Max(CAGR)

SATO

-1.20%

Winner

SCDS

+24.21%

SATO vs SCDS - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SATO	SCDS
2026	-6.39%	+24.15%
2025	-1.33%	+11.20%
2024	+57.94%	+7.26%
2023	+264.92%	N/A
2022	-80.50%	N/A
2021	-17.37%	N/A

SATO vs SCDS Drawdown Comparison

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

The maximum drawdown for SCDS was -26.72%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.

The current SATO drawdown is -39.34%.

Rank	SATO	SCDS
#1	-87.98% Nov 9, 2021 - Sep 30, 2025	-26.72% Nov 25, 2024 - Sep 11, 2025
#2	-53.50% Oct 6, 2025 - Mar 30, 2026	-8.85% Jan 22, 2026 - Apr 13, 2026
#3	-5.85% Oct 20, 2021 - Oct 29, 2021	-6.78% Oct 27, 2025 - Nov 26, 2025
#4	-3.92% Oct 11, 2021 - Oct 15, 2021	-5.64% Nov 11, 2024 - Nov 25, 2024
#5	-1.00% Nov 3, 2021 - Nov 8, 2021	-5.58% Aug 30, 2024 - Sep 19, 2024
#6	-0.39% Oct 7, 2021 - Oct 11, 2021	-5.48% Sep 18, 2025 - Oct 27, 2025
#7	N/A	-3.83% Oct 16, 2024 - Nov 6, 2024
#8	N/A	-3.68% Dec 11, 2025 - Jan 8, 2026
#9	N/A	-3.49% May 11, 2026 - May 22, 2026
#10	N/A	-3.29% Sep 19, 2024 - Oct 16, 2024
#11	N/A	-3.13% Jun 4, 2026 - Jun 12, 2026
#12	N/A	-1.61% Apr 24, 2026 - Apr 30, 2026
#13	N/A	-1.40% May 6, 2026 - May 11, 2026
#14	N/A	-1.34% Sep 11, 2025 - Sep 18, 2025
#15	N/A	-1.22% Nov 28, 2025 - Dec 3, 2025