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SATO vs SPY

Comparison between INVESCO ALERIAN GALAXY CRYPTO ECONOMY ETF (SATO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SATO, delivering a return of +13.4% compared to -1.2%

SATO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SATO
$8.70M
Winner
SPY
$784B
Expense Ratio
SATO
0.66%
Winner
SPY
0.09%
Max Drawdown
SATO
88.66%
Winner
SPY
56.47%
Sharpe Ratio
SATO
0.20
Winner
SPY
1.56
5Y Beta
SATO
2.20
Winner
SPY
1.00
P/E Ratio
Winner
SATO
-4.60
SPY
28.29
Forward P/E
Winner
SATO
11.74
SPY
21.75
5Y Dividends CAGR
SATO
N/A
SPY
5.43%
5Y EPS CAGR
SATO
N/A
SPY
25.98%
Debt to Equity
SATO
N/A
SPY
30.79%
P/S Ratio
Winner
SATO
0.89
SPY
3.79
P/B Ratio
Winner
SATO
2.27
SPY
5.67

SATO vs SPY - Holdings Comparison

SATO and SPY have 11 common holdings. Overlap is 6.52%

SATO's top 25 holdings weight is 64.30%. SPY's top 25 holdings weight is 52.46%.

RankSATOSPY
#1
INVESCO CRYPTO CAYMAN FUND 329929 (n/a) - 12.64%
NVIDIA CORP (NVDA) - 8.30%
#2
HIVE DIGITAL TECHNOLOGIES LTD (n/a) - 2.99%
APPLE INC (AAPL) - 7.09%
#3
KEEL INFRASTRUCTURE CORP (n/a) - 2.89%
MICROSOFT CORP (MSFT) - 5.02%
#4
n/a (BTDR) - 2.56%
AMAZON.COM INC (AMZN) - 3.84%
#5
HUT 8 CORP (HUT) - 2.48%
BROADCOM INC (AVGO) - 3.50%
#6
n/a (CORZ) - 2.45%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
CIPHER DIGITAL INC (CIFR) - 2.40%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
CLEANSPARK INC (CLSK) - 2.37%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
IREN LTD (IREN) - 2.21%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
APPLIED DIGITAL CORP (APLD) - 2.18%
TESLA INC (TSLA) - 1.83%
#11
BAKKT INC ORDINARY SHARES CLASS A (BKKT) - 2.16%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
RIOT PLATFORMS INC (RIOT) - 2.14%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
MARA HOLDINGS INC (MARA) - 2.12%
ELI LILLY AND CO (LLY) - 1.29%
#14
TERAWULF INC (WULF) - 2.08%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
BIT DIGITAL INC ORDINARY SHARES (BTBT) - 2.04%
EXXON MOBIL CORP (XOM) - 0.96%
#16
n/a (ETOR) - 2.01%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
n/a (GEMI) - 1.97%
VISA INC CLASS A (V) - 0.82%
#18
STRIVE INC CLASS A (ASST) - 1.97%
INTEL CORP (INTC) - 0.78%
#19
HYPERSCALE DATA INC CLASS A (GPUS) - 1.91%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
FORUM MARKETS INC ORDINARY SHARES (FRMM) - 1.88%
WALMART INC (WMT) - 0.76%
#21
n/a (GLXY) - 1.87%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
n/a (NXTT) - 1.86%
CATERPILLAR INC (CAT) - 0.65%
#23
OSL GROUP LTD (n/a) - 1.74%
ORACLE CORP (ORCL) - 0.64%
#24
n/a (COIN) - 1.70%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
n/a (CRCL) - 1.68%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings61505

SATO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SATO
-8.97%
Winner
SPY
+0.48%
3M
Winner
SATO
+12.13%
SPY
+11.67%
6M
SATO
-11.42%
Winner
SPY
+9.42%
1Y
SATO
+1.96%
Winner
SPY
+24.27%
5Y(CAGR)
SATO
-1.20%
Winner
SPY
+13.36%
10Y(CAGR)
SATO
N/A
SPY
+15.42%
Max(CAGR)
SATO
-1.20%
Winner
SPY
+8.49%

SATO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSATOSPY
2026-6.39%+8.88%
2025-1.33%+18.00%
2024+57.94%+25.59%
2023+264.92%+26.72%
2022-80.50%-18.64%
2021-17.37%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SATO vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SATO drawdown is -39.34%. The current SPY drawdown is -2.35%.

RankSATOSPY
#1-87.98%
Nov 9, 2021 - Sep 30, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-53.50%
Oct 6, 2025 - Mar 30, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.85%
Oct 20, 2021 - Oct 29, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.92%
Oct 11, 2021 - Oct 15, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.00%
Nov 3, 2021 - Nov 8, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.39%
Oct 7, 2021 - Oct 11, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SATO and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

SATO vs SPY dividend yield comparison.

YearSATOSPY
20260.12%0.24%
20259.50%1.07%
202415.03%1.21%
20232.21%1.40%
20228.97%1.65%
20210.73%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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