INCE vs PATN

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Quick Verdict

INCE has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 101 holdings.

Side-by-Side Comparison

MetricINCEPATN
Fund FamilyFranklin Templeton Investments (US)Pacer ETFs
Expense Ratio0.29%0.65%
AUM$108M$54M
Dividend Yield4.95%1.89%
Holdings Count81106
Inception Date2016-09-202024-09-16
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return+4.05%+9.09%
YTD Return+9.87%+7.70%
1-Year Return+21.86%+46.33%
3-Year Return+17.31%-
5-Year Return+13.21%-
10-Year Return--
Buy Score7861
Momentum Score8874
Value Score5950

Holdings Overlap

0.7%
Weight Overlap
1
Shared Holdings
141
Total Unique

Top Shared Holdings

TickerINCE WeightPATN Weight
AZN:LN0.65%2.77%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, INCE or PATN?

INCE has an expense ratio of 0.29% while PATN charges 0.65%. INCE is the cheaper option, saving you money on management fees over time.

Do INCE and PATN hold the same stocks?

INCE and PATN share 1 common holdings with a 0.7% weight overlap. They hold 141 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, INCE or PATN?

Over the past year, INCE returned +21.86% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.