PATN vs PHDG
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PATN vs PHDG
Pacer Nasdaq International Patent Leaders ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG has a lower expense ratio. PATN delivered stronger 1-year returns. PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | PATN | PHDG |
|---|---|---|
| Fund Family | Pacer ETFs | Invesco (US) |
| Expense Ratio | 0.65% | 0.39% |
| AUM | $191M | $74M |
| Dividend Yield | 1.59% | 1.68% |
| Holdings Count | 106 | 514 |
| Inception Date | 2024-09-16 | 2012-12-05 |
| Investment Style | Large Cap Blend | All Cap Blend |
| 1-Month Return | -0.48% | -3.25% |
| YTD Return | +34.18% | +10.11% |
| 1-Year Return | +61.44% | +18.03% |
| 3-Year Return | - | +9.32% |
| 5-Year Return | - | +4.65% |
| 10-Year Return | - | +7.38% |
| Buy Score | 79 | 72 |
| Momentum Score | 92 | 64 |
| Value Score | - | 53 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
605
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, PATN or PHDG?
PATN has an expense ratio of 0.65% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do PATN and PHDG hold the same stocks?
PATN and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 605 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, PATN or PHDG?
Over the past year, PATN returned +61.44% while PHDG returned +18.03%. PATN outperformed over this period. Past performance does not guarantee future results.