PATN vs VYM

PATN vs VYM

Which is better, PATN or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. PATN led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 42.2%.

Lower Fees: VYMHigher Returns: PATNLess Concentrated: VYM

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

MetricPATNVYM
Expense Ratio0.65%0.04%Best
AUM$275M$81.6B
Dividend Yield1.67%2.24%
Holdings108613
YTD Return+28.88%Best+15.29%
1Y Return+50.21%Best+22.23%
3Y Return (annualized)-+18.81%
5Y Return (annualized)-+12.14%
Volatility (annualized)20.7%10.3%Best
Max Drawdown-16.8%-14.5%Best
$10,000 over 2 years$18,507Best$13,762
Top 10 Weight42.2%25.9%Best
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionSep 16, 2024Nov 10, 2006

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 VYM 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 VYM Performance

Pacer Nasdaq International Patent Leaders ETF (PATN) is an ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PATN returned +50.21% while VYM returned +22.23%. Year to date, PATN is up 28.88% versus a gain of 15.29% for VYM.

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 10.3% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PATN charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, PATN currently yields 1.67% against 2.24% for VYM.

Holdings Overlap

PATN already in VYM0.3%
VYM already in PATN1.3%

0.3% of PATN's money is in holdings VYM also owns. 1.3% of VYM's money is in holdings PATN also owns.

VYM and PATN share little of their money.

1 positions in common, counted across the 101 positions we hold weights for in PATN and 603 in VYM, against full books of 108 and 613.

What only one of them owns

Our book lists 569 positions for VYM that do not appear in our book for PATN (96.1% of the fund), and 1 for PATN that do not appear in VYM (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

StockWeight in PATNWeight in VYMDifference
MRKMerck & Company Inc0.33%1.32%0.99%

You are not choosing between two funds in isolation.

Whichever of PATN and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PATNVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PATN or VYM?

PATN has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, PATN or VYM?

Over the past year PATN returned +50.21% vs +22.23% for VYM, so PATN leads on 1-year performance. Over the longest common window we track (2 years), PATN annualized +36.04% vs +17.31% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PATN or VYM?

PATN has been the more volatile fund at 20.7% annualized versus 10.3% for VYM. Worst drawdown: PATN -16.8% vs VYM -14.5%.

Should I hold both PATN and VYM?

PATN and VYM have a monthly-return correlation of 0.44, 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 VYM?

1.3% of VYM's money is in holdings PATN also owns. 1.3% of VYM'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 603 in VYM.

Which pays a higher dividend, PATN or VYM?

PATN yields 1.67% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than PATN?

VYM has a lower expense ratio. PATN led over 1Y and the full window. VYM is less concentrated, with 25.9% 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.