AVNM vs PATN

AVNM vs PATN
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Quick Verdict

AVNM has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 108 holdings.

Lower Fees: AVNMHigher Returns: PATNMore Diversified: PATN

Side-by-Side Comparison

MetricAVNMPATNWinner
Expense Ratio0.31%0.65%
AUM$734M$234M
Dividend Yield2.36%1.67%
Holdings9108
YTD Return+16.73%+29.53%
1Y Return+28.54%+49.07%
3Y Return (annualized)+22.92%-
5Y Return (annualized)--
Volatility (annualized)12.6%21.1%
Max Drawdown-14.0%-16.8%
Fund FamilyAvantis InvestorsPacer ETFs
CategoryEquityEquity
InceptionJun 27, 2023Sep 16, 2024

AVNM vs PATN Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs. Over the past year AVNM returned +28.54% while PATN returned +49.07%. Year to date, AVNM is up 16.73% versus a gain of 29.53% for PATN.

Risk: Volatility and Drawdowns

PATN has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 12.6% for AVNM. 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 -14.0% for AVNM 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVNM charges 0.31% per year while PATN charges 0.65%. On a $10,000 position that is $31 vs $65 annually, a gap of $34 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 1.67% for PATN.

Holdings Overlap

0.0%overlap

AVNM and PATN share 0 holdings out of 109 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, AVNM or PATN?

AVNM has an expense ratio of 0.31% while PATN charges 0.65%. AVNM is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, AVNM or PATN?

Over the past year AVNM returned +28.54% vs +49.07% for PATN, so PATN leads on 1-year performance. Over the longest common window we track (2 years), AVNM annualized +21.95% vs +36.87% for PATN. Past performance does not guarantee future results.

Which is riskier, AVNM or PATN?

PATN has been the more volatile fund at 21.1% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs PATN -16.8%.

Should I hold both AVNM and PATN?

AVNM and PATN have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and PATN?

AVNM and PATN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 109 unique securities.

Which pays a higher dividend, AVNM or PATN?

AVNM yields 2.36% while PATN yields 1.67%, so AVNM currently pays the higher dividend yield.

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