PATN vs TLTP

PATN vs TLTP
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Quick Verdict

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

Lower Fees: TLTPHigher Returns: PATNMore Diversified: PATN

Side-by-Side Comparison

MetricPATNTLTPWinner
Expense Ratio0.65%0.39%
AUM$234M$25M
Dividend Yield1.67%15.05%
Holdings1085
YTD Return+30.11%-8.91%
1Y Return+51.30%-6.89%
3Y Return (annualized)--
5Y Return (annualized)--
Volatility (annualized)21.1%8.7%
Max Drawdown-16.8%-13.3%
Fund FamilyPacer ETFsAmplify ETFs
CategoryEquityAlternative
InceptionSep 16, 2024Oct 29, 2024

PATN vs TLTP Performance

Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year PATN returned +51.30% while TLTP returned -6.89%. Year to date, PATN is up 30.11% versus a loss of 8.91% for TLTP.

Risk: Volatility and Drawdowns

PATN has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 8.7% for TLTP. 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 -13.3% for TLTP. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PATN charges 0.65% per year while TLTP charges 0.39%. On a $10,000 position that is $65 vs $39 annually, a gap of $26 per year that compounds over a long holding period. On income, PATN currently yields 1.67% against 15.05% for TLTP.

Holdings Overlap

0.0%overlap

PATN and TLTP share 0 holdings out of 104 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 TLTP?

PATN has an expense ratio of 0.65% while TLTP charges 0.39%. TLTP is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, PATN or TLTP?

Over the past year PATN returned +51.30% vs -6.89% for TLTP, so PATN leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +37.49% vs -5.03% for TLTP. Past performance does not guarantee future results.

Which is riskier, PATN or TLTP?

PATN has been the more volatile fund at 21.1% annualized versus 8.7% for TLTP. Worst drawdown: PATN -16.8% vs TLTP -13.3%.

Should I hold both PATN and TLTP?

PATN and TLTP have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PATN and TLTP?

PATN and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, PATN or TLTP?

PATN yields 1.67% while TLTP yields 15.05%, so TLTP currently pays the higher dividend yield.

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