PATN vs SCHD
Pacer Nasdaq International Patent Leaders ETF vs Schwab US Dividend Equity ETF
Which is better, PATN or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. PATN led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 42.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PATN | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $275M | $112.2B |
| Dividend Yield | 1.67% | 3.13% |
| Holdings | 108 | 103 |
| YTD Return | +28.88%Best | +28.59% |
| 1Y Return | +50.21%Best | +31.77% |
| 3Y Return (annualized) | - | +16.70% |
| 5Y Return (annualized) | - | +10.09% |
| Volatility (annualized) | 20.7% | 13.5%Best |
| Max Drawdown | -16.8% | -16.1%Best |
| $10,000 over 2 years | $18,507Best | $13,544 |
| Top 10 Weight | 42.2% | 41.5%Best |
| Fund Family | Pacer ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 16, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 17, 2024 to Sep 3, 2026 (2 years).
PATN vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
PATN vs SCHD Performance
Pacer Nasdaq International Patent Leaders ETF (PATN) is an ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PATN returned +50.21% while SCHD returned +31.77%. Year to date, PATN is up 28.88% versus a gain of 28.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PATN has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 13.5% 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 -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.27. They move largely independently of each other.
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 1.67% against 3.13% for SCHD.
Holdings Overlap
0.3% of PATN's money is in holdings SCHD also owns. 4.3% of SCHD's money is in holdings PATN also owns.
SCHD and PATN share little of their money.
1 positions in common, counted across the 101 positions we hold weights for in PATN and 100 in SCHD, against full books of 108 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for PATN (95.6% of the fund), and 1 for PATN that do not appear in SCHD (1.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in PATN | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.33% | 4.26% | 3.93% |
You are not choosing between two funds in isolation.
Whichever of PATN and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $59 a year on a $10,000 investment.
Which performed better, PATN or SCHD?
Over the past year PATN returned +50.21% vs +31.77% for SCHD, so PATN leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +36.04% vs +16.38% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PATN or SCHD?
PATN has been the more volatile fund at 20.7% annualized versus 13.5% for SCHD. Worst drawdown: PATN -16.8% vs SCHD -16.1%.
Should I hold both PATN and SCHD?
PATN and SCHD have a monthly-return correlation of 0.27, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between PATN and SCHD?
4.3% of SCHD's money is in holdings PATN also owns. 4.3% of SCHD's is in holdings PATN also owns. They hold 1 positions in common, counted across the 101 positions we hold weights for in PATN and 100 in SCHD.
Which pays a higher dividend, PATN or SCHD?
PATN yields 1.67% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than PATN?
SCHD has a lower expense ratio. PATN led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 42.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.