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 101 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
163
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 163 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.