IG vs PATN

vs

Quick Verdict

IG has a lower expense ratio. PATN delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricIGPATN
Fund FamilyPrincipal FundsPacer ETFs
Expense Ratio0.19%0.65%
AUM$166M$54M
Dividend Yield4.97%1.89%
Holdings Count231106
Inception Date2018-04-182024-09-16
Investment StyleLong Term Mid QualityLarge Cap Blend
1-Month Return+0.38%+9.09%
YTD Return+0.43%+7.70%
1-Year Return+7.39%+46.33%
3-Year Return+4.29%-
5-Year Return-0.34%-
10-Year Return--
Buy Score7061
Momentum Score3574
Value Score5850

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, IG or PATN?

IG has an expense ratio of 0.19% while PATN charges 0.65%. IG is the cheaper option, saving you money on management fees over time.

Do IG and PATN hold the same stocks?

IG 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, IG or PATN?

Over the past year, IG returned +7.39% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.