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 101 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
201
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 201 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.