PATN vs SOXL

PATN vs SOXL
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Quick Verdict

PATN has a lower expense ratio. SOXL delivered stronger 1-year returns. PATN offers more diversification with 108 holdings.

Lower Fees: PATNHigher Returns: SOXLMore Diversified: PATN

Side-by-Side Comparison

MetricPATNSOXLWinner
Expense Ratio0.65%0.75%
AUM$234M$24.3B
Dividend Yield1.67%0.01%
Holdings10843
YTD Return+31.67%+206.84%
1Y Return+52.24%+392.69%
3Y Return (annualized)-+88.71%
5Y Return (annualized)-+28.08%
Volatility (annualized)21.1%87.8%
Max Drawdown-16.8%-90.5%
Fund FamilyPacer ETFsDirexion Shares ETF Trust
CategoryEquityAlternative
InceptionSep 16, 2024Mar 11, 2010

PATN vs SOXL Performance

Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs and Direxion Daily Semiconductor Bull 3X ETF (SOXL) is a ETF from Direxion Shares ETF Trust. Over the past year PATN returned +52.24% while SOXL returned +392.69%. Year to date, PATN is up 31.67% versus a gain of 206.84% for SOXL.

Risk: Volatility and Drawdowns

SOXL has been the more volatile fund, with annualized monthly volatility of 87.8% 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 -90.5% for SOXL. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PATN charges 0.65% per year while SOXL charges 0.75%. On a $10,000 position that is $65 vs $75 annually, a gap of $10 per year that compounds over a long holding period. On income, PATN currently yields 1.67% against 0.01% for SOXL.

Holdings Overlap

4.6%overlap

PATN and SOXL share 2 holdings out of 134 unique holdings combined, representing a 4.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PATNWeight in SOXLDifference
TSM:TW10.65%2.97%7.68%
ASML:AS4.78%1.59%3.19%

Frequently Asked Questions

Which is cheaper, PATN or SOXL?

PATN has an expense ratio of 0.65% while SOXL charges 0.75%. PATN is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, PATN or SOXL?

Over the past year PATN returned +52.24% vs +392.69% for SOXL, so SOXL leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +38.80% vs +39.02% for SOXL. Past performance does not guarantee future results.

Which is riskier, PATN or SOXL?

SOXL has been the more volatile fund at 87.8% annualized versus 21.1% for PATN. Worst drawdown: PATN -16.8% vs SOXL -90.5%.

Should I hold both PATN and SOXL?

PATN and SOXL have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PATN and SOXL?

PATN and SOXL share 2 common holdings with a 4.6% weight overlap. Combined, they hold 134 unique securities.

Which pays a higher dividend, PATN or SOXL?

PATN yields 1.67% while SOXL yields 0.01%, so PATN currently pays the higher dividend yield.

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