FQAL vs PATN

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Quick Verdict

FQAL has a lower expense ratio. PATN delivered stronger 1-year returns. FQAL offers more diversification with 124 holdings.

Side-by-Side Comparison

MetricFQALPATN
Fund FamilyFidelity Investments (US)Pacer ETFs
Expense Ratio0.15%0.65%
AUM$1.2B$54M
Dividend Yield1.10%1.89%
Holdings Count130106
Inception Date2016-09-122024-09-16
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+1.52%+9.09%
YTD Return+1.40%+7.70%
1-Year Return+15.18%+46.33%
3-Year Return+19.11%-
5-Year Return+14.01%-
10-Year Return--
Buy Score7461
Momentum Score4872
Value Score7450

Holdings Overlap

0.1%
Weight Overlap
1
Shared Holdings
224
Total Unique

Top Shared Holdings

TickerFQAL WeightPATN Weight
NMF0.42%0.09%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FQAL or PATN?

FQAL has an expense ratio of 0.15% while PATN charges 0.65%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and PATN hold the same stocks?

FQAL and PATN share 1 common holdings with a 0.1% weight overlap. They hold 224 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or PATN?

Over the past year, FQAL returned +15.18% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.