# How Strive Inc. Perp. Pfd. Series A (SATA) compares with the whole market and its popular alternatives

> Source: BetterThanSPY research, https://betterthanspy.com/research/sata
> Data as of October 22, 2026. Total returns include reinvested dividends. Past performance does not predict future results; nothing here is investment advice.

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on SATA alone. It places SATA (Strive Inc. Perp. Pfd. Series A) against 9 popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken and diversification. The result is a clearer view of where SATA stands in the market, and of the alternatives worth a closer look.

Period covered: SATA's full trading record. All returns include reinvested dividends. Data as of October 22, 2026.

## Key findings

- **Right now:** Not every peer went the same way. Over the past 6 months, STRF (MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock) rose 7.7% and STRK (Strategy) fell 4.6%. SATA has trailed the market, rising 4.9% over the past 6 months against 8.0% for the S&P 500 and 7.8% for the Nasdaq 100.
- **Stock or market?:** SATA held up far better than its industry: it rose 3.2% over the past 3 months while the preferred stocks ETF PFF (iShares Preferred and Income Securities ETF) fell 4.0%. The S&P 500 rose 2.5%.

## SATA at a glance

This section summarizes the key facts about the stock, its returns over the months since it began trading and the risk it has carried, with dividends reinvested throughout.

- SATA's deepest decline since it began trading in 2025 was 17.1%, from January to February 2026. It took one month from the low to climb back to its old high.
- SATA is 1.5% below its all-time high.

- Type: Stock, Financials (Asset Management)
- Trading since: November 6, 2025
- Market value: $68B
- Worst decline ever: −17.1%, from January 16, 2026 to February 5, 2026; back at its high by March 17, 2026

| Period | SATA total return |
| --- | --- |
| 1 month | −1.0% |
| 3 months | +3.2% |
| 6 months | +4.9% |
| year to date | +15.0% |

## SATA against its popular alternatives

The investments people most often weigh against SATA, compared period by period and year by year.

### Has SATA consistently beaten its popular alternatives?

This section compares SATA with the investments people most often weigh against it, checking each one over four periods from one month to the year to date.

- Two of the nine popular alternatives, ASST and STRC, outperformed SATA in at least 3 of 4 timeframes.

| Investment | Periods ahead of SATA | Verdict | Sharpe |
| --- | --- | --- | --- |
| SATA: Strive Inc. Perp. Pfd. Series A (this page) |  |  | — |
| ASST: Strive, Inc. | 3/4 short-term | consistent | — |
| STRC: Strategy Inc | 3/4 short-term | consistent | — |
| STRF: MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock | 2/4 short-term |  | — |
| STRD: Strategy Inc | 1/4 short-term |  | — |
| [MSTR](https://betterthanspy.com/research/mstr): Strategy Inc | 1/4 short-term |  | — |
| STRK: Strategy Inc | 1/4 short-term |  | — |
| [IBIT](https://betterthanspy.com/research/ibit): iShares Bitcoin Trust ETF | 1/4 short-term |  | — |
| [APOS](https://betterthanspy.com/research/apos): Apollo Global Management, Inc. | 0/4 short-term |  | — |
| PFF: iShares Preferred and Income Securities ETF | 0/4 short-term |  | — |

## Risk and diversification

How SATA has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

### What were SATA's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high.

- In all four of SATA's worst declines, the S&P 500 held up better over the same dates.
- Not every decline was the market's doing: SATA fell 17.1% from January to February 2026, while the S&P 500 slipped only 2.0%.
- None of these declines kept SATA below its old high for long; the longest climb back took two months.

| Decline | Peak | Low | Back at the high | SPY over the same dates | Market event |
| --- | --- | --- | --- | --- | --- |
| −17.1% | January 16, 2026 | February 5, 2026 | March 17, 2026 | −2.0% |  |
| −16.3% | June 17, 2026 | June 25, 2026 | August 6, 2026 | −0.6% |  |
| −8.8% | November 13, 2025 | November 20, 2025 | December 23, 2025 | −2.9% |  |
| −5.2% | June 1, 2026 | June 5, 2026 | June 15, 2026 | −2.8% |  |

## Common questions

### What was SATA's worst drawdown?

SATA's deepest decline since it began trading in 2025 was 17.1%, from January to February 2026. It took one month from the low to climb back to its old high. Because SATA launched in November 2025, that record does not include the dot-com bust, the 2008 financial crisis or eight other sell-offs.

### What are the best alternatives to SATA?

Of the nine popular alternatives we compared, two outperformed SATA in at least 3 of 4 timeframes, with dividends reinvested: ASST and STRC.

## More research

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## Explore further

- Full page with charts: https://betterthanspy.com/research/sata
- All research pages: https://betterthanspy.com/llms.txt
- Compare the entire market against SATA live: https://betterthanspy.com/?b=SATA