CGW vs PATN

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Quick Verdict

CGW has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 101 holdings.

Side-by-Side Comparison

MetricCGWPATN
Fund FamilyInvesco (US)Pacer ETFs
Expense Ratio0.59%0.65%
AUM$1.0B$54M
Dividend Yield1.45%1.89%
Holdings Count77106
Inception Date2007-05-142024-09-16
Investment StyleMid Cap BlendLarge Cap Blend
1-Month Return+4.39%+9.09%
YTD Return+7.98%+7.70%
1-Year Return+23.15%+46.33%
3-Year Return+12.85%-
5-Year Return+8.95%-
10-Year Return+11.62%-
Buy Score8161
Momentum Score8374
Value Score5250

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
161
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or PATN?

CGW has an expense ratio of 0.59% while PATN charges 0.65%. CGW is the cheaper option, saving you money on management fees over time.

Do CGW and PATN hold the same stocks?

CGW and PATN share 0 common holdings with a 0.0% weight overlap. They hold 161 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CGW or PATN?

Over the past year, CGW returned +23.15% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.