HFXI vs PATN

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Quick Verdict

HFXI has a lower expense ratio. PATN delivered stronger 1-year returns. HFXI offers more diversification with 843 holdings.

Side-by-Side Comparison

MetricHFXIPATN
Fund FamilyINDEXIQ ETF TRUSTPacer ETFs
Expense Ratio0.20%0.65%
AUM$1.4B$54M
Dividend Yield3.71%1.89%
Holdings Count843106
Inception Date2015-07-222024-09-16
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+5.82%+9.09%
YTD Return+5.09%+7.70%
1-Year Return+28.39%+46.33%
3-Year Return+17.20%-
5-Year Return+12.06%-
10-Year Return+10.56%-
Buy Score7661
Momentum Score7174
Value Score6450

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, HFXI or PATN?

HFXI has an expense ratio of 0.20% while PATN charges 0.65%. HFXI is the cheaper option, saving you money on management fees over time.

Do HFXI and PATN hold the same stocks?

HFXI 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, HFXI or PATN?

Over the past year, HFXI returned +28.39% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.