SATO vs SIMS

Comparison between INVESCO ALERIAN GALAXY CRYPTO ECONOMY ETF (SATO, ETF) and STATE STREET(R) SPDR(R) S&P KENSHO INTELLIGENT STRUCTURES ETF (SIMS, ETF).

5-Year PerformanceSIMS has outperformed SATO, delivering a return of +1.3% compared to -0.3%

SATO vs SIMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SATO(ETF)	SIMS(ETF)
Net Assets	$8.70M	$8.80M
Expense Ratio	0.66%	0.45%
Max Drawdown	88.66%	46.29%
Sharpe Ratio	0.38	1.27
5Y Beta	2.20	1.16
P/E Ratio	-4.79	52.76
Forward P/E	12.16	19.24
5Y Dividends CAGR	N/A	0.81%
5Y EPS CAGR	N/A	16.70%
Debt to Equity	N/A	72.59%

Net Assets

SATO

$8.70M

Winner

SIMS

$8.80M

Expense Ratio

SATO

0.66%

Winner

SIMS

0.45%

Max Drawdown

SATO

88.66%

Winner

SIMS

46.29%

Sharpe Ratio

SATO

0.38

Winner

SIMS

1.27

5Y Beta

SATO

2.20

Winner

SIMS

1.16

P/E Ratio

Winner

SATO

-4.79

SIMS

52.76

Forward P/E

Winner

SATO

12.16

SIMS

19.24

5Y Dividends CAGR

SATO

N/A

SIMS

0.81%

5Y EPS CAGR

SATO

N/A

SIMS

16.70%

Debt to Equity

SATO

N/A

SIMS

72.59%

SATO vs SIMS - Holdings Comparison

SATO and SIMS have 1 common holdings. Overlap is -0.41%

SATO's top 25 holdings weight is 64.30%. SIMS's top 25 holdings weight is 73.81%.

Rank	SATO	SIMS
#1	INVESCO CRYPTO CAYMAN FUND 329929 (n/a) - 12.64%	BLOOM ENERGY CORP CLASS A (BE) - 7.31%
#2	HIVE DIGITAL TECHNOLOGIES LTD (n/a) - 2.99%	GENERAC HOLDINGS INC (GNRC) - 4.47%
#3	KEEL INFRASTRUCTURE CORP (n/a) - 2.89%	SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 4.34%
#4	n/a (BTDR) - 2.56%	SILICON LABORATORIES INC (SLAB) - 4.28%
#5	HUT 8 CORP (HUT) - 2.48%	ON SEMICONDUCTOR CORP (ON) - 3.77%
#6	n/a (CORZ) - 2.45%	JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 3.64%
#7	CIPHER DIGITAL INC (CIFR) - 2.40%	SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 3.19%
#8	CLEANSPARK INC (CLSK) - 2.37%	HAWKINS INC (HWKN) - 3.17%
#9	IREN LTD (IREN) - 2.21%	MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 3.02%
#10	APPLIED DIGITAL CORP (APLD) - 2.18%	ARLO TECHNOLOGIES INC (ARLO) - 2.54%
#11	BAKKT INC ORDINARY SHARES CLASS A (BKKT) - 2.16%	VERALTO CORP (VLTO) - 2.51%
#12	RIOT PLATFORMS INC (RIOT) - 2.14%	RESIDEO TECHNOLOGIES INC (REZI) - 2.50%
#13	MARA HOLDINGS INC (MARA) - 2.12%	SUNCOR ENERGY INC (SU) - 2.46%
#14	TERAWULF INC (WULF) - 2.08%	ALARM.COM HOLDINGS INC (ALRM) - 2.45%
#15	BIT DIGITAL INC ORDINARY SHARES (BTBT) - 2.04%	ITRON INC (ITRI) - 2.39%
#16	n/a (ETOR) - 2.01%	ADT INC (ADT) - 2.38%
#17	n/a (GEMI) - 1.97%	CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.37%
#18	STRIVE INC CLASS A (ASST) - 1.97%	TETRA TECH INC (TTEK) - 2.36%
#19	HYPERSCALE DATA INC CLASS A (GPUS) - 1.91%	XYLEM INC (XYL) - 2.28%
#20	FORUM MARKETS INC ORDINARY SHARES (FRMM) - 1.88%	BP PLC ADR (BP) - 2.11%
#21	n/a (GLXY) - 1.87%	BADGER METER INC (BMI) - 2.10%
#22	n/a (NXTT) - 1.86%	SHELL PLC ADR (REPRESENTING ORDINARY SHARES) (SHEL) - 2.08%
#23	OSL GROUP LTD (n/a) - 1.74%	ROKU INC CLASS A (ROKU) - 2.04%
#24	n/a (COIN) - 1.70%	AMETEK INC (AME) - 2.03%
#25	n/a (CRCL) - 1.68%	PENTAIR PLC (PNR) - 2.02%
Total Holdings	61	44

SATO vs SIMS - Historical Returns

Returns include dividend reinvestment.

Period	SATO	SIMS
1 month	+0.77%	+4.07%
3 months	+16.62%	+10.96%
6 months	+1.13%	+12.51%
1 year	+9.94%	+36.48%
5 years(CAGR)	-0.32%	+1.30%
10 years(CAGR)	N/A	+6.47%
Max(CAGR)	-0.32%	+6.47%

SATO

+0.77%

Winner

SIMS

+4.07%

Winner

SATO

+16.62%

SIMS

+10.96%

SATO

+1.13%

Winner

SIMS

+12.51%

SATO

+9.94%

Winner

SIMS

+36.48%

5Y(CAGR)

SATO

-0.32%

Winner

SIMS

+1.30%

10Y(CAGR)

SATO

N/A

SIMS

+6.47%

Max(CAGR)

SATO

-0.32%

Winner

SIMS

+6.47%

SATO vs SIMS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SATO	SIMS
2026	-2.44%	+9.71%
2025	-1.33%	+22.96%
2024	+57.94%	+1.45%
2023	+264.92%	+7.92%
2022	-80.50%	-27.78%
2021	-17.37%	+10.25%
2020	N/A	+28.92%
2019	N/A	+33.97%
2018	N/A	-18.44%
2017	N/A	+0.03%

SATO vs SIMS Drawdown Comparison

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

The maximum drawdown for SIMS was -43.97%, occurring on Apr 8, 2025. Recovery took 997 trading sessions.

The current SATO drawdown is -36.77%. The current SIMS drawdown is -1.55%.

Rank	SATO	SIMS
#1	-87.98% Nov 9, 2021 - Sep 30, 2025	-43.97% Nov 8, 2021 - Oct 29, 2025
#2	-53.50% Oct 6, 2025 - Mar 30, 2026	-40.66% Feb 12, 2020 - Aug 12, 2020
#3	-5.85% Oct 20, 2021 - Oct 29, 2021	-25.83% Sep 21, 2018 - Nov 1, 2019
#4	-3.92% Oct 11, 2021 - Oct 15, 2021	-15.79% Oct 29, 2025 - Jun 2, 2026
#5	-1.00% Nov 3, 2021 - Nov 8, 2021	-11.02% Jun 8, 2021 - Nov 3, 2021
#6	-0.39% Oct 7, 2021 - Oct 11, 2021	-10.32% Jan 29, 2018 - Aug 29, 2018
#7	N/A	-8.19% Sep 2, 2020 - Oct 7, 2020
#8	N/A	-7.94% Oct 12, 2020 - Nov 5, 2020
#9	N/A	-7.55% Feb 9, 2021 - Apr 5, 2021
#10	N/A	-7.25% Jan 14, 2021 - Feb 9, 2021
#11	N/A	-7.17% Jun 2, 2026 - Jun 10, 2026
#12	N/A	-7.10% Apr 28, 2021 - Jun 1, 2021
#13	N/A	-5.06% Jan 23, 2020 - Feb 12, 2020
#14	N/A	-3.12% Nov 5, 2019 - Dec 11, 2019
#15	N/A	-2.93% Dec 8, 2020 - Dec 17, 2020