SATO vs. SOEZ
SATO (Invesco Alerian Galaxy Crypto Economy ETF) and SOEZ (Franklin Solana ETF) are both Cryptocurrency funds. SATO is passively managed, while SOEZ is actively managed. Their 0.76 correlation means they have sometimes moved together and sometimes differently. SATO charges 0.60%/yr vs 0.19%/yr for SOEZ.
Performance
SATO vs. SOEZ - Performance Comparison
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Returns By Period
In the year-to-date period, SATO achieves a -13.37% return, which is significantly higher than SOEZ's -39.30% return.
SATO
- 1D
- -3.22%
- 1M
- -4.42%
- 6M
- -16.14%
- YTD
- -13.37%
- 1Y
- -18.39%
- 3Y*
- 21.83%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -3.90%
SOEZ
- 1D
- -2.07%
- 1M
- -9.26%
- 6M
- -35.71%
- YTD
- -39.30%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $33.71K | $38.05K | $74.17K | |
| $72.34K | $76.75K | $189.24K |
SATO vs. SOEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SATO Invesco Alerian Galaxy Crypto Economy ETF | -13.37% | -11.45% |
SOEZ Franklin Solana ETF | -39.30% | -11.69% |
Correlation
The correlation between SATO and SOEZ is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 3, 2025 | 0.76 |
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Return for Risk
SATO vs. SOEZ — Risk / Return Rank
SATO
SOEZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SATO vs. SOEZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Alerian Galaxy Crypto Economy ETF (SATO) and Franklin Solana ETF (SOEZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SATO | SOEZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.97 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | — | — |
| Martin ratioReturn relative to average drawdown | -0.67 | — | — |
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Drawdowns
SATO vs. SOEZ - Drawdown Comparison
The maximum SATO drawdown since its inception was -88.00%, which is greater than SOEZ's maximum drawdown of -56.14%. Use the drawdown chart below to compare losses from any high point for SATO and SOEZ.
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Drawdown Indicators
| SATO | SOEZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.00% | -56.14% | -31.86% |
Max Drawdown (1Y)Largest decline over 1 year | -53.49% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -53.49% | — | — |
Current DrawdownCurrent decline from peak | -46.92% | -48.99% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -50.68% | -35.01% | -15.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.62% | — | — |
Volatility
SATO vs. SOEZ - Volatility Comparison
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Volatility by Period
| SATO | SOEZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.55% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 39.43% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 53.26% | 68.37% | -15.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.98% | 68.37% | -5.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.98% | 68.37% | -5.39% |
SATO vs. SOEZ - Expense Ratio Comparison
SATO has a 0.60% expense ratio, which is higher than SOEZ's 0.19% expense ratio.
Dividends
SATO vs. SOEZ - Dividend Comparison
SATO's dividend yield for the trailing twelve months is around 7.74%, more than SOEZ's 1.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
SATO Invesco Alerian Galaxy Crypto Economy ETF | 7.74% | 9.50% | 15.03% | 2.21% | 8.97% | 0.73% |
SOEZ Franklin Solana ETF | 1.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SATO and SOEZ have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOEZ is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOEZ is cheaper with a 0.19% expense ratio, compared with 0.60% for SATO.
SATO has the higher dividend yield at 7.74%, compared with 1.87% for SOEZ.
They also come from different issuers: Invesco and Franklin. Their fees differ too: 0.60% for SATO and 0.19% for SOEZ.
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