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 1578 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

16.1%
Weight Overlap
12
Shared Holdings
1667
Total Unique

Top Shared Holdings

TickerAVSE WeightPATN Weight
TSM:TW7.57%10.80%
0700:HK3.17%6.15%
000660:KR2.49%3.40%
2317:TW0.90%1.14%
2454:TW0.75%0.86%
2308:TW0.11%0.98%
005380:KR0.28%0.56%
000270:KR0.28%0.44%
3231:TW0.25%0.23%
009150:KR0.13%0.21%

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 12 common holdings with a 16.1% weight overlap. They hold 1667 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.