PATN vs SCHQ
Pacer Nasdaq International Patent Leaders ETF vs Schwab Long-Term US Treasury ETF
Quick Verdict
SCHQ has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | PATN | SCHQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $234M | $803M | |
| Dividend Yield | 1.67% | 4.91% | |
| Holdings | 108 | 100 | |
| YTD Return | +30.11% | -2.72% | |
| 1Y Return | +51.30% | +0.09% | |
| 3Y Return (annualized) | - | +0.91% | |
| 5Y Return (annualized) | - | -7.20% | |
| Volatility (annualized) | 21.1% | 13.5% | |
| Max Drawdown | -16.8% | -46.7% | |
| Fund Family | Pacer ETFs | Charles Schwab Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | Sep 16, 2024 | Oct 10, 2019 |
PATN vs SCHQ Performance
Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs and Schwab Long-Term US Treasury ETF (SCHQ) is a ETF from Charles Schwab Asset Management. Over the past year PATN returned +51.30% while SCHQ returned +0.09%. Year to date, PATN is up 30.11% versus a loss of 2.72% for SCHQ.
Risk: Volatility and Drawdowns
PATN has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 13.5% for SCHQ. 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 -46.7% for SCHQ. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PATN charges 0.65% per year while SCHQ charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, PATN currently yields 1.67% against 4.91% for SCHQ.
Holdings Overlap
PATN and SCHQ share 0 holdings out of 193 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 SCHQ?
PATN has an expense ratio of 0.65% while SCHQ charges 0.03%. SCHQ is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, PATN or SCHQ?
Over the past year PATN returned +51.30% vs +0.09% for SCHQ, so PATN leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +37.49% vs -4.41% for SCHQ. Past performance does not guarantee future results.
Which is riskier, PATN or SCHQ?
PATN has been the more volatile fund at 21.1% annualized versus 13.5% for SCHQ. Worst drawdown: PATN -16.8% vs SCHQ -46.7%.
Should I hold both PATN and SCHQ?
PATN and SCHQ have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PATN and SCHQ?
PATN and SCHQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 193 unique securities.
Which pays a higher dividend, PATN or SCHQ?
PATN yields 1.67% while SCHQ yields 4.91%, so SCHQ currently pays the higher dividend yield.
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