PATN vs SBIO

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Quick Verdict

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

Side-by-Side Comparison

MetricPATNSBIO
Fund FamilyPacer ETFsALPS Advisors
Expense Ratio0.65%0.50%
AUM$54M$139M
Dividend Yield1.89%0.00%
Holdings Count10690
Inception Date2024-09-162014-12-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+9.09%+0.62%
YTD Return+7.70%+2.63%
1-Year Return+46.33%+64.54%
3-Year Return-+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score6168
Momentum Score7459
Value Score5067

Holdings Overlap

0.0%
Weight Overlap
1
Shared Holdings
189
Total Unique

Top Shared Holdings

TickerPATN WeightSBIO Weight
AZN:LN2.77%0.00%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, PATN or SBIO?

PATN has an expense ratio of 0.65% while SBIO charges 0.50%. SBIO is the cheaper option, saving you money on management fees over time.

Do PATN and SBIO hold the same stocks?

PATN and SBIO share 1 common holdings with a 0.0% weight overlap. They hold 189 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, PATN or SBIO?

Over the past year, PATN returned +46.33% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.