IZRL vs PATN

IZRL vs PATN
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Quick Verdict

IZRL has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 108 holdings.

Lower Fees: IZRLHigher Returns: PATNMore Diversified: PATN

Side-by-Side Comparison

MetricIZRLPATNWinner
Expense Ratio0.49%0.65%
AUM$137M$234M
Dividend Yield2.63%1.67%
Holdings67108
YTD Return-3.33%+30.11%
1Y Return+7.20%+51.30%
3Y Return (annualized)+15.13%-
5Y Return (annualized)-0.29%-
Volatility (annualized)23.5%21.1%
Max Drawdown-60.0%-16.8%
Fund FamilyArk InvestPacer ETFs
CategoryEquityEquity
InceptionDec 4, 2017Sep 16, 2024

IZRL vs PATN Performance

ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest and Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs. Over the past year IZRL returned +7.20% while PATN returned +51.30%. Year to date, IZRL is down 3.33% versus a gain of 30.11% for PATN.

Risk: Volatility and Drawdowns

IZRL has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 21.1% for PATN. 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 -60.0% for IZRL 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

IZRL charges 0.49% per year while PATN charges 0.65%. On a $10,000 position that is $49 vs $65 annually, a gap of $16 per year that compounds over a long holding period. On income, IZRL currently yields 2.63% against 1.67% for PATN.

Holdings Overlap

0.0%overlap

IZRL and PATN share 0 holdings out of 167 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, IZRL or PATN?

IZRL has an expense ratio of 0.49% while PATN charges 0.65%. IZRL is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, IZRL or PATN?

Over the past year IZRL returned +7.20% vs +51.30% for PATN, so PATN leads on 1-year performance. Over the longest common window we track (2 years), IZRL annualized +5.06% vs +37.49% for PATN. Past performance does not guarantee future results.

Which is riskier, IZRL or PATN?

IZRL has been the more volatile fund at 23.5% annualized versus 21.1% for PATN. Worst drawdown: IZRL -60.0% vs PATN -16.8%.

Should I hold both IZRL and PATN?

IZRL 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 IZRL and PATN?

IZRL and PATN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 167 unique securities.

Which pays a higher dividend, IZRL or PATN?

IZRL yields 2.63% while PATN yields 1.67%, so IZRL currently pays the higher dividend yield.

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