PATN vs SCHQ

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Quick Verdict

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

Side-by-Side Comparison

MetricPATNSCHQ
Fund FamilyPacer ETFsCharles Schwab Asset Management
Expense Ratio0.65%0.03%
AUM$54M$923M
Dividend Yield1.89%4.43%
Holdings Count10697
Inception Date2024-09-162019-10-10
Investment StyleLarge Cap BlendLong Term Government Bond
1-Month Return+9.09%-0.06%
YTD Return+7.70%+0.09%
1-Year Return+46.33%+4.22%
3-Year Return--1.99%
5-Year Return--6.92%
10-Year Return--
Buy Score6161
Momentum Score7425
Value Score5073

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 SCHQ?

PATN has an expense ratio of 0.65% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do PATN and SCHQ hold the same stocks?

PATN and SCHQ 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 SCHQ?

Over the past year, PATN returned +46.33% while SCHQ returned +4.22%. PATN outperformed over this period. Past performance does not guarantee future results.