AVSE vs PATN

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Quick Verdict

AVSE has a lower expense ratio. PATN delivered stronger 1-year returns. AVSE offers more diversification with 2411 holdings.

Side-by-Side Comparison

MetricAVSEPATN
Fund FamilyAvantis InvestorsPacer ETFs
Expense Ratio0.33%0.65%
AUM$187M$54M
Dividend Yield2.35%1.89%
Holdings Count2,411106
Inception Date2022-03-282024-09-16
Investment StyleSmall Cap BlendLarge Cap Blend
1-Month Return+7.77%+9.09%
YTD Return+5.39%+7.70%
1-Year Return+39.11%+46.33%
3-Year Return+17.38%-
5-Year Return--
10-Year Return--
Buy Score7061
Momentum Score6974
Value Score5650

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVSE or PATN?

AVSE has an expense ratio of 0.33% while PATN charges 0.65%. AVSE is the cheaper option, saving you money on management fees over time.

Do AVSE and PATN hold the same stocks?

AVSE and PATN share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or PATN?

Over the past year, AVSE returned +39.11% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.