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 106 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
0
Shared Holdings
0
Total Unique

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 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, 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.