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 106 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
0
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 0 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.