ACES vs PATN

Quick Verdict

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

Lower Fees: ACESHigher Returns: PATNMore Diversified: PATN

Side-by-Side Comparison

MetricACESPATNWinner
Expense Ratio0.55%0.65%
AUM$109M$194M
Dividend Yield1.22%1.59%
Holdings38106
YTD Return-4.22%+31.67%
1Y Return+17.04%+51.38%
3Y Return (annualized)-7.96%-
5Y Return (annualized)-13.47%-
Volatility (annualized)35.4%21.1%
Max Drawdown-79.0%-16.8%
Fund FamilyALPS AdvisorsPacer ETFs
CategoryEquityEquity
InceptionJun 27, 2018Sep 16, 2024

ACES vs PATN Performance

ALPS Clean Energy ETF (ACES) is a ETF from ALPS Advisors and Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs. Over the past year ACES returned +17.04% while PATN returned +51.38%. Year to date, ACES is down 4.22% versus a gain of 31.67% for PATN.

Risk: Volatility and Drawdowns

ACES has been the more volatile fund, with annualized monthly volatility of 35.4% compared with 21.1% for PATN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -79.0% for ACES and -16.8% for PATN. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ACES charges 0.55% per year while PATN charges 0.65%. On a $10,000 position that is $55 vs $65 annually, a gap of $10 per year that compounds over a long holding period. On income, ACES currently yields 1.22% against 1.59% for PATN.

Holdings Overlap

0.0%overlap

ACES and PATN share 0 holdings out of 138 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ACES or PATN?

ACES has an expense ratio of 0.55% while PATN charges 0.65%. ACES is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, ACES or PATN?

Over the past year ACES returned +17.04% vs +51.38% for PATN, so PATN leads on 1-year performance. Over the longest common window we track (2 years), ACES annualized +3.75% vs +38.86% for PATN. Past performance does not guarantee future results.

Which is riskier, ACES or PATN?

ACES has been the more volatile fund at 35.4% annualized versus 21.1% for PATN. Worst drawdown: ACES -79.0% vs PATN -16.8%.

Should I hold both ACES and PATN?

ACES and PATN have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ACES and PATN?

ACES and PATN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 138 unique securities.

Which pays a higher dividend, ACES or PATN?

ACES yields 1.22% while PATN yields 1.59%, so PATN currently pays the higher dividend yield.

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