PATN vs SBIO
Pacer Nasdaq International Patent Leaders ETF vs ALPS Medical Breakthroughs ETF
Quick Verdict
SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. PATN offers more diversification with 106 holdings.
Side-by-Side Comparison
| Metric | PATN | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.50% | |
| AUM | $194M | $202M | |
| Dividend Yield | 1.59% | 4.05% | |
| Holdings | 106 | 87 | |
| YTD Return | +31.67% | +33.41% | |
| 1Y Return | +51.38% | +92.28% | |
| 3Y Return (annualized) | - | +32.22% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 21.1% | 29.6% | |
| Max Drawdown | -16.8% | -63.1% | |
| Fund Family | Pacer ETFs | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | Sep 16, 2024 | Dec 30, 2014 |
PATN vs SBIO Performance
Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year PATN returned +51.38% while SBIO returned +92.28%. Year to date, PATN is up 31.67% versus a gain of 33.41% for SBIO.
Risk: Volatility and Drawdowns
SBIO has been the more volatile fund, with annualized monthly volatility of 29.6% 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 -63.1% for SBIO. 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 0.09. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PATN charges 0.65% per year while SBIO charges 0.50%. On a $10,000 position that is $65 vs $50 annually, a gap of $15 per year that compounds over a long holding period. On income, PATN currently yields 1.59% against 4.05% for SBIO.
Holdings Overlap
PATN and SBIO share 0 holdings out of 206 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 SBIO?
PATN has an expense ratio of 0.65% while SBIO charges 0.50%. SBIO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, PATN or SBIO?
Over the past year PATN returned +51.38% vs +92.28% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +38.86% vs +9.68% for SBIO. Past performance does not guarantee future results.
Which is riskier, PATN or SBIO?
SBIO has been the more volatile fund at 29.6% annualized versus 21.1% for PATN. Worst drawdown: PATN -16.8% vs SBIO -63.1%.
Should I hold both PATN and SBIO?
PATN and SBIO have a monthly-return correlation of 0.09, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PATN and SBIO?
PATN and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 206 unique securities.
Which pays a higher dividend, PATN or SBIO?
PATN yields 1.59% while SBIO yields 4.05%, so SBIO currently pays the higher dividend yield.
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