PATN vs SCHD
Pacer Nasdaq International Patent Leaders ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 101 holdings.
Side-by-Side Comparison
| Metric | PATN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $194M | $103.7B | |
| Dividend Yield | 1.59% | 3.31% | |
| Holdings | 106 | 104 | |
| YTD Return | +30.58% | +25.58% | |
| 1Y Return | +51.85% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 21.1% | 13.6% | |
| Max Drawdown | -16.8% | -33.4% | |
| Fund Family | Pacer ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 16, 2024 | Oct 20, 2011 |
PATN vs SCHD Performance
Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year PATN returned +51.85% while SCHD returned +31.06%. Year to date, PATN is up 30.58% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
PATN has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 13.6% for SCHD. 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 -33.4% for SCHD. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PATN charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, PATN currently yields 1.59% against 3.31% for SCHD.
Holdings Overlap
PATN and SCHD share 0 holdings out of 201 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 SCHD?
PATN has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, PATN or SCHD?
Over the past year PATN returned +51.85% vs +31.06% for SCHD, so PATN leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +38.32% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, PATN or SCHD?
PATN has been the more volatile fund at 21.1% annualized versus 13.6% for SCHD. Worst drawdown: PATN -16.8% vs SCHD -33.4%.
Should I hold both PATN and SCHD?
PATN and SCHD have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PATN and SCHD?
PATN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 201 unique securities.
Which pays a higher dividend, PATN or SCHD?
PATN yields 1.59% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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