PATN vs QQQ

PATN vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. PATN delivered stronger 1-year returns.

Lower Fees: QQQHigher Returns: PATNMore Diversified: Tied

Side-by-Side Comparison

MetricPATNQQQWinner
Expense Ratio0.65%0.18%
AUM$234M$496.3B
Dividend Yield1.67%0.44%
Holdings108108
YTD Return+30.11%+16.64%
1Y Return+51.30%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)21.1%30.6%
Max Drawdown-16.8%-83.0%
Fund FamilyPacer ETFsInvesco (US)
CategoryEquityEquity
InceptionSep 16, 2024Mar 10, 1999

PATN vs QQQ Performance

Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PATN returned +51.30% while QQQ returned +27.27%. Year to date, PATN is up 30.11% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -16.8% for PATN and -83.0% for QQQ. 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PATN charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, PATN currently yields 1.67% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

PATN and QQQ share 0 holdings out of 203 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, PATN or QQQ?

PATN has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, PATN or QQQ?

Over the past year PATN returned +51.30% vs +27.27% for QQQ, so PATN leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +37.49% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, PATN or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 21.1% for PATN. Worst drawdown: PATN -16.8% vs QQQ -83.0%.

Should I hold both PATN and QQQ?

PATN and QQQ have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PATN and QQQ?

PATN and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 203 unique securities.

Which pays a higher dividend, PATN or QQQ?

PATN yields 1.67% while QQQ yields 0.44%, so PATN currently pays the higher dividend yield.

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