PATN vs TYO

Quick Verdict

PATN has a lower expense ratio. PATN delivered stronger 1-year returns. PATN offers more diversification with 106 holdings.

Lower Fees: PATNHigher Returns: PATNMore Diversified: PATN

Side-by-Side Comparison

MetricPATNTYOWinner
Expense Ratio0.65%1.00%
AUM$194M$12M
Dividend Yield1.59%2.62%
Holdings1066
YTD Return+31.67%+10.49%
1Y Return+51.38%+10.96%
3Y Return (annualized)-+4.52%
5Y Return (annualized)-+14.85%
Volatility (annualized)21.1%19.3%
Max Drawdown-16.8%-90.4%
Fund FamilyPacer ETFsDirexion Shares ETF Trust
CategoryEquityAlternative
InceptionSep 16, 2024Apr 16, 2009

PATN vs TYO Performance

Pacer Nasdaq International Patent Leaders ETF (PATN) is a ETF from Pacer ETFs and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year PATN returned +51.38% while TYO returned +10.96%. Year to date, PATN is up 31.67% versus a gain of 10.49% for TYO.

Risk: Volatility and Drawdowns

PATN has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 19.3% for TYO. 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 -90.4% for TYO. 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 -0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PATN charges 0.65% per year while TYO charges 1.00%. On a $10,000 position that is $65 vs $100 annually, a gap of $35 per year that compounds over a long holding period. On income, PATN currently yields 1.59% against 2.62% for TYO.

Holdings Overlap

0.0%overlap

PATN and TYO 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 TYO?

PATN has an expense ratio of 0.65% while TYO charges 1.00%. PATN is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, PATN or TYO?

Over the past year PATN returned +51.38% vs +10.96% for TYO, so PATN leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +38.86% vs -7.27% for TYO. Past performance does not guarantee future results.

Which is riskier, PATN or TYO?

PATN has been the more volatile fund at 21.1% annualized versus 19.3% for TYO. Worst drawdown: PATN -16.8% vs TYO -90.4%.

Should I hold both PATN and TYO?

PATN and TYO have a monthly-return correlation of -0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PATN and TYO?

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

Which pays a higher dividend, PATN or TYO?

PATN yields 1.59% while TYO yields 2.62%, so TYO currently pays the higher dividend yield.

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