HUSV vs PATN
First Trust Horizon Managed Volatility Domestic ETF vs Pacer Nasdaq International Patent Leaders ETF
Quick Verdict
PATN has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | HUSV | PATN | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.65% | |
| AUM | $85M | $234M | |
| Dividend Yield | 1.27% | 1.67% | |
| Holdings | 102 | 108 | |
| YTD Return | +7.02% | +29.34% | |
| 1Y Return | +2.86% | +49.30% | |
| 3Y Return (annualized) | +9.92% | - | |
| 5Y Return (annualized) | +5.54% | - | |
| Volatility (annualized) | 13.2% | 21.1% | |
| Max Drawdown | -35.7% | -16.8% | |
| Fund Family | First Trust Portfolios (US) | Pacer ETFs | |
| Category | Equity | Equity | |
| Inception | Aug 24, 2016 | Sep 16, 2024 |
HUSV vs PATN Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) 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 HUSV returned +2.86% while PATN returned +49.30%. Year to date, HUSV is up 7.02% 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 13.2% for HUSV. 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 -35.7% for HUSV 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HUSV charges 0.70% per year while PATN charges 0.65%. On a $10,000 position that is $70 vs $65 annually, a gap of $5 per year that compounds over a long holding period. On income, HUSV currently yields 1.27% against 1.67% for PATN.
Holdings Overlap
HUSV and PATN share 0 holdings out of 202 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, HUSV or PATN?
HUSV has an expense ratio of 0.70% while PATN charges 0.65%. PATN is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, HUSV or PATN?
Over the past year HUSV returned +2.86% vs +49.30% for PATN, so PATN leads on 1-year performance. Over the longest common window we track (2 years), HUSV annualized +8.33% vs +37.13% for PATN. Past performance does not guarantee future results.
Which is riskier, HUSV or PATN?
PATN has been the more volatile fund at 21.1% annualized versus 13.2% for HUSV. Worst drawdown: HUSV -35.7% vs PATN -16.8%.
Should I hold both HUSV and PATN?
HUSV and PATN have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HUSV and PATN?
HUSV and PATN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 202 unique securities.
Which pays a higher dividend, HUSV or PATN?
HUSV yields 1.27% while PATN yields 1.67%, so PATN currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.