FFLV vs PATN

Quick Verdict

FFLV has a lower expense ratio. PATN delivered stronger 1-year returns. FFLV offers more diversification with 105 holdings.

Lower Fees: FFLVHigher Returns: PATNMore Diversified: FFLV

Side-by-Side Comparison

MetricFFLVPATNWinner
Expense Ratio0.38%0.65%
AUM$16M$194M
Dividend Yield1.41%1.59%
Holdings119106
YTD Return+18.17%+30.58%
1Y Return+30.12%+51.85%
3Y Return (annualized)--
5Y Return (annualized)--
Volatility (annualized)12.3%21.1%
Max Drawdown-16.7%-16.8%
Fund FamilyFidelity Investments (US)Pacer ETFs
CategoryEquityEquity
InceptionFeb 9, 2024Sep 16, 2024

FFLV vs PATN Performance

Fidelity Fundamental Large Cap Value ETF (FFLV) is a ETF from Fidelity Investments (US) and Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs. Over the past year FFLV returned +30.12% while PATN returned +51.85%. Year to date, FFLV is up 18.17% versus a gain of 30.58% for PATN.

Risk: Volatility and Drawdowns

PATN has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 12.3% for FFLV. 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 -16.7% for FFLV 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FFLV charges 0.38% per year while PATN charges 0.65%. On a $10,000 position that is $38 vs $65 annually, a gap of $27 per year that compounds over a long holding period. On income, FFLV currently yields 1.41% against 1.59% for PATN.

Holdings Overlap

2.1%overlap

FFLV and PATN share 1 holdings out of 205 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FFLVWeight in PATNDifference
TSM:TW2.07%10.65%8.58%

Frequently Asked Questions

Which is cheaper, FFLV or PATN?

FFLV has an expense ratio of 0.38% while PATN charges 0.65%. FFLV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, FFLV or PATN?

Over the past year FFLV returned +30.12% vs +51.85% for PATN, so PATN leads on 1-year performance. Over the longest common window we track (2 years), FFLV annualized +17.59% vs +38.32% for PATN. Past performance does not guarantee future results.

Which is riskier, FFLV or PATN?

PATN has been the more volatile fund at 21.1% annualized versus 12.3% for FFLV. Worst drawdown: FFLV -16.7% vs PATN -16.8%.

Should I hold both FFLV and PATN?

FFLV and PATN have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFLV and PATN?

FFLV and PATN share 1 common holdings with a 2.1% weight overlap. Combined, they hold 205 unique securities.

Which pays a higher dividend, FFLV or PATN?

FFLV yields 1.41% while PATN yields 1.59%, so PATN currently pays the higher dividend yield.

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