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 101 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
111
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 111 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.