IZRL vs PATN

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Quick Verdict

IZRL has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 106 holdings.

Side-by-Side Comparison

MetricIZRLPATN
Fund FamilyArk InvestPacer ETFs
Expense Ratio0.49%0.65%
AUM$127M$54M
Dividend Yield2.83%1.89%
Holdings Count65106
Inception Date2017-12-042024-09-16
Investment StyleSmall Cap GrowthLarge Cap Blend
1-Month Return+2.42%+9.09%
YTD Return+1.88%+7.70%
1-Year Return+27.23%+46.33%
3-Year Return+17.68%-
5-Year Return-1.17%-
10-Year Return--
Buy Score6861
Momentum Score5374
Value Score7050

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, IZRL or PATN?

IZRL has an expense ratio of 0.49% while PATN charges 0.65%. IZRL is the cheaper option, saving you money on management fees over time.

Do IZRL and PATN hold the same stocks?

IZRL 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, IZRL or PATN?

Over the past year, IZRL returned +27.23% while PATN returned +46.33%. PATN outperformed over this period. Past performance does not guarantee future results.