IGBH vs PATN

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Quick Verdict

IGBH has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 101 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 Score4072
Value Score-50

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
103
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 103 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.