IGBH vs PATN

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Quick Verdict

IGBH has a lower expense ratio. PATN delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.

Side-by-Side Comparison

MetricIGBHPATN
Fund FamilyiShares by BlackRock (US)Pacer ETFs
Expense Ratio0.14%0.65%
AUM$174M$54M
Dividend Yield6.09%1.89%
Holdings Count274106
Inception Date2015-07-222024-09-16
Investment StyleUltrashort Term BondLarge Cap Blend
1-Month Return+0.89%+9.09%
YTD Return+0.85%+7.70%
1-Year Return+7.33%+46.33%
3-Year Return+7.78%-
5-Year Return+5.04%-
10-Year Return+4.61%-
Buy Score6061
Momentum Score4174
Value Score6350

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, IGBH or PATN?

IGBH has an expense ratio of 0.14% while PATN charges 0.65%. IGBH is the cheaper option, saving you money on management fees over time.

Do IGBH and PATN hold the same stocks?

IGBH 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, IGBH or PATN?

Over the past year, IGBH returned +7.33% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.