FTKI vs PATN

FTKI vs PATN
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Quick Verdict

PATN has a lower expense ratio. PATN delivered stronger 1-year returns. FTKI offers more diversification with 150 holdings.

Lower Fees: PATNHigher Returns: PATNMore Diversified: FTKI

Side-by-Side Comparison

MetricFTKIPATNWinner
Expense Ratio0.86%0.65%
AUM$26M$234M
Dividend Yield12.39%1.67%
Holdings150108
YTD Return+13.41%+29.34%
1Y Return+19.70%+49.30%
3Y Return (annualized)--
5Y Return (annualized)--
Volatility (annualized)10.3%21.1%
Max Drawdown-15.2%-16.8%
Fund FamilyFirst Trust Portfolios (US)Pacer ETFs
CategoryEquityEquity
InceptionFeb 26, 2025Sep 16, 2024

FTKI vs PATN Performance

First Trust Small Cap BuyWrite Income ETF (FTKI) is a ETF from First Trust Portfolios (US) and Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs. Over the past year FTKI returned +19.70% while PATN returned +49.30%. Year to date, FTKI is up 13.41% versus a gain of 29.34% for PATN.

Risk: Volatility and Drawdowns

PATN has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 10.3% for FTKI. 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 -15.2% for FTKI 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTKI charges 0.86% per year while PATN charges 0.65%. On a $10,000 position that is $86 vs $65 annually, a gap of $21 per year that compounds over a long holding period. On income, FTKI currently yields 12.39% against 1.67% for PATN.

Holdings Overlap

0.0%overlap

FTKI and PATN share 0 holdings out of 245 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, FTKI or PATN?

FTKI has an expense ratio of 0.86% while PATN charges 0.65%. PATN is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, FTKI or PATN?

Over the past year FTKI returned +19.70% vs +49.30% for PATN, so PATN leads on 1-year performance. Over the longest common window we track (2 years), FTKI annualized +12.64% vs +37.13% for PATN. Past performance does not guarantee future results.

Which is riskier, FTKI or PATN?

PATN has been the more volatile fund at 21.1% annualized versus 10.3% for FTKI. Worst drawdown: FTKI -15.2% vs PATN -16.8%.

Should I hold both FTKI and PATN?

FTKI and PATN have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTKI and PATN?

FTKI and PATN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 245 unique securities.

Which pays a higher dividend, FTKI or PATN?

FTKI yields 12.39% while PATN yields 1.67%, so FTKI currently pays the higher dividend yield.

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