GTOS vs PATN

GTOS vs PATN
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

GTOS has a lower expense ratio. PATN delivered stronger 1-year returns. GTOS offers more diversification with 703 holdings.

Lower Fees: GTOSHigher Returns: PATNMore Diversified: GTOS

Side-by-Side Comparison

MetricGTOSPATNWinner
Expense Ratio0.30%0.65%
AUM$124M$234M
Dividend Yield4.52%1.67%
Holdings703108
YTD Return-0.75%+30.11%
1Y Return+1.23%+51.30%
3Y Return (annualized)+4.69%-
5Y Return (annualized)--
Volatility (annualized)1.9%21.1%
Max Drawdown-1.8%-16.8%
Fund FamilyInvesco (US)Pacer ETFs
CategoryFixed IncomeEquity
InceptionDec 9, 2022Sep 16, 2024

GTOS vs PATN Performance

Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US) and Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs. Over the past year GTOS returned +1.23% while PATN returned +51.30%. Year to date, GTOS is down 0.75% 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 1.9% for GTOS. 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 -1.8% for GTOS 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GTOS charges 0.30% per year while PATN charges 0.65%. On a $10,000 position that is $30 vs $65 annually, a gap of $35 per year that compounds over a long holding period. On income, GTOS currently yields 4.52% against 1.67% for PATN.

Holdings Overlap

0.0%overlap

GTOS and PATN share 0 holdings out of 360 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, GTOS or PATN?

GTOS has an expense ratio of 0.30% while PATN charges 0.65%. GTOS is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, GTOS or PATN?

Over the past year GTOS returned +1.23% vs +51.30% for PATN, so PATN leads on 1-year performance. Over the longest common window we track (2 years), GTOS annualized +4.29% vs +37.49% for PATN. Past performance does not guarantee future results.

Which is riskier, GTOS or PATN?

PATN has been the more volatile fund at 21.1% annualized versus 1.9% for GTOS. Worst drawdown: GTOS -1.8% vs PATN -16.8%.

Should I hold both GTOS and PATN?

GTOS and PATN have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GTOS and PATN?

GTOS and PATN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 360 unique securities.

Which pays a higher dividend, GTOS or PATN?

GTOS yields 4.52% while PATN yields 1.67%, so GTOS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free