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 106 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

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

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 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, 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.