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IVSI vs. PATN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IVSI vs. PATN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Applied Finance IVS International Large ETF (IVSI) and Pacer Nasdaq International Patent Leaders ETF (PATN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IVSI achieves a 10.48% return, which is significantly lower than PATN's 39.41% return.


IVSI

1D
1.18%
1M
3.23%
YTD
10.48%
6M
1Y
3Y*
5Y*
10Y*

PATN

1D
-0.79%
1M
13.15%
YTD
39.41%
6M
41.84%
1Y
69.98%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IVSI vs. PATN - Yearly Performance Comparison


Correlation

The correlation between IVSI and PATN is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 12, 2025

0.80

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Return for Risk

IVSI vs. PATN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVSI

PATN
PATN Risk / Return Rank: 9090
Overall Rank
PATN Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
PATN Sortino Ratio Rank: 9191
Sortino Ratio Rank
PATN Omega Ratio Rank: 9191
Omega Ratio Rank
PATN Calmar Ratio Rank: 8787
Calmar Ratio Rank
PATN Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVSI vs. PATN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Applied Finance IVS International Large ETF (IVSI) and Pacer Nasdaq International Patent Leaders ETF (PATN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IVSI vs. PATN - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IVSIPATNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.32

Sharpe Ratio (All Time)

Calculated using the full available price history

1.41

2.24

-0.83

Drawdowns

IVSI vs. PATN - Drawdown Comparison

The maximum IVSI drawdown since its inception was -11.73%, smaller than the maximum PATN drawdown of -16.77%. Use the drawdown chart below to compare losses from any high point for IVSI and PATN.


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Drawdown Indicators


IVSIPATNDifference

Max Drawdown

Largest peak-to-trough decline

-11.73%

-16.77%

+5.04%

Max Drawdown (1Y)

Largest decline over 1 year

-14.40%

Current Drawdown

Current decline from peak

-0.46%

-1.18%

+0.72%

Average Drawdown

Average peak-to-trough decline

-2.59%

-3.14%

+0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.55%

Volatility

IVSI vs. PATN - Volatility Comparison


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Volatility by Period


IVSIPATNDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.79%

Volatility (6M)

Calculated over the trailing 6-month period

18.19%

Volatility (1Y)

Calculated over the trailing 1-year period

17.79%

21.20%

-3.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.79%

20.84%

-3.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.79%

20.84%

-3.05%

IVSI vs. PATN - Expense Ratio Comparison

Both IVSI and PATN have an expense ratio of 0.65%.


Dividends

IVSI vs. PATN - Dividend Comparison

IVSI's dividend yield for the trailing twelve months is around 0.04%, less than PATN's 1.74% yield.


Frequently Asked Questions


IVSI and PATN have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.65% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IVSI and PATN have the same expense ratio: 0.65% per year.

PATN has the higher dividend yield at 1.74%, compared with 0.04% for IVSI.

They also come from different issuers: Applied Finance and Pacer.

Portfolio Optimizer

Find the right allocation for IVSI and PATN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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