HUSV vs PATN

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Quick Verdict

PATN has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 106 holdings.

Side-by-Side Comparison

MetricHUSVPATN
Fund FamilyFirst Trust Portfolios (US)Pacer ETFs
Expense Ratio0.70%0.65%
AUM$75M$54M
Dividend Yield1.31%1.89%
Holdings Count102106
Inception Date2016-08-242024-09-16
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+1.97%+9.09%
YTD Return+2.44%+7.70%
1-Year Return+3.07%+46.33%
3-Year Return+7.82%-
5-Year Return+8.85%-
10-Year Return--
Buy Score6861
Momentum Score4674
Value Score4850

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, HUSV or PATN?

HUSV has an expense ratio of 0.70% while PATN charges 0.65%. PATN is the cheaper option, saving you money on management fees over time.

Do HUSV and PATN hold the same stocks?

HUSV 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, HUSV or PATN?

Over the past year, HUSV returned +3.07% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.