PATN vs SPGM

vs

Quick Verdict

SPGM has a lower expense ratio. PATN delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricPATNSPGM
Fund FamilyPacer ETFsSPDR State Street Global Advisors
Expense Ratio0.65%0.09%
AUM$54M$1.5B
Dividend Yield1.89%1.80%
Holdings Count1062,954
Inception Date2024-09-162012-02-27
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+9.09%+3.34%
YTD Return+7.70%+2.71%
1-Year Return+46.33%+23.81%
3-Year Return-+19.04%
5-Year Return-+12.35%
10-Year Return-+5.47%
Buy Score6176
Momentum Score7459
Value Score5071

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, PATN or SPGM?

PATN has an expense ratio of 0.65% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do PATN and SPGM hold the same stocks?

PATN and SPGM 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 SPGM?

Over the past year, PATN returned +46.33% while SPGM returned +23.81%. PATN outperformed over this period. Past performance does not guarantee future results.