SATO vs SPY

ASATO

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SATO $6,419

Lowest cost0.09%SPY · $9 on $10k

Most income7.24%SATO · $724 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common6.2%SATO and SPY

SATO

SPY

Invesco Alerian Galaxy Crypto Economy ETF · $6MState Street SPDR S&P 500 ETF · $778B

+29.4%3 years · per year$21,677 · $18,039+21.7%

−8.5%5 years · per year$6,419 · $17,118+11.3%

0.66%Expense ratio$66 · $9 on $10k · lower wins0.09%

7.24%12-mo yield$724 · $103 on $10k1.03%

−47.0%Worst dropSmaller wins−8.9%

55.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSATO · SPY

1.1%V1.1%

1.0%MSFT6.3%

1.0%JPM1.4%

0.9%TSLA1.5%

Held in common6.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	ASATO	Invesco Alerian Galaxy Crypto Economy ETFRead Desk		0.66%	7.24%	+2.6%	−23.4%	−45.6%	+29.4%	−8.5%	−47.0%	$6M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	ASATO	Invesco Alerian Galaxy Crypto Economy ETFRead Desk		0.66%	7.24%	+2.6%	−23.4%	−45.6%	+29.4%	−8.5%	−47.0%	$6M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SATO vs SPY

SATO

Invesco Alerian Galaxy Crypto Economy

$6,419

SPY

SPDR S&P 500

$17,118

MeasureSATOSPY

Fee0.66%0.09%

Cost on $10k a year$66$9

Yield7.24%1.03%

5 years, per year−8.5%+11.3%

3 years, per year+29.4%+21.7%

Worst drop · 1Y−47.0%−8.9%

Volatility · 1Y55.1%13.6%

4–2measures won
SPY first

6.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SATO, SPY

Today

6.2%most shared, SATO and SPY

SATOSPY

SATO—6.2%

SPY6.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$658most kept, SATO

SATO$724 − $66 = $658

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee