AVSE vs PATN
Avantis Responsible Emerging Markets Equity ETF vs Pacer Nasdaq International Patent Leaders ETF
Quick Verdict
AVSE has a lower expense ratio. PATN delivered stronger 1-year returns. AVSE offers more diversification with 2,438 holdings.
Side-by-Side Comparison
| Metric | AVSE | PATN | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.65% | |
| AUM | $221M | $234M | |
| Dividend Yield | 2.16% | 1.67% | |
| Holdings | 2,438 | 108 | |
| YTD Return | +19.26% | +30.11% | |
| 1Y Return | +34.08% | +51.30% | |
| 3Y Return (annualized) | +24.17% | - | |
| 5Y Return (annualized) | - | - | |
| Volatility (annualized) | 18.4% | 21.1% | |
| Max Drawdown | -26.3% | -16.8% | |
| Fund Family | Avantis Investors | Pacer ETFs | |
| Category | Equity | Equity | |
| Inception | Mar 28, 2022 | Sep 16, 2024 |
AVSE vs PATN Performance
Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs. Over the past year AVSE returned +34.08% while PATN returned +51.30%. Year to date, AVSE is up 19.26% versus a gain of 30.11% for PATN.
Risk: Volatility and Drawdowns
PATN has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 18.4% for AVSE. 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 -26.3% for AVSE 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVSE charges 0.33% per year while PATN charges 0.65%. On a $10,000 position that is $33 vs $65 annually, a gap of $32 per year that compounds over a long holding period. On income, AVSE currently yields 2.16% against 1.67% for PATN.
Holdings Overlap
AVSE and PATN share 12 holdings out of 1616 unique holdings combined, representing a 12.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVSE or PATN?
AVSE has an expense ratio of 0.33% while PATN charges 0.65%. AVSE is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, AVSE or PATN?
Over the past year AVSE returned +34.08% vs +51.30% for PATN, so PATN leads on 1-year performance. Over the longest common window we track (2 years), AVSE annualized +13.60% vs +37.49% for PATN. Past performance does not guarantee future results.
Which is riskier, AVSE or PATN?
PATN has been the more volatile fund at 21.1% annualized versus 18.4% for AVSE. Worst drawdown: AVSE -26.3% vs PATN -16.8%.
Should I hold both AVSE and PATN?
AVSE and PATN have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between AVSE and PATN?
AVSE and PATN share 12 common holdings with a 12.8% weight overlap. Combined, they hold 1616 unique securities.
Which pays a higher dividend, AVSE or PATN?
AVSE yields 2.16% while PATN yields 1.67%, so AVSE currently pays the higher dividend yield.
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