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OUNZ vs. AGMI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

OUNZ vs. AGMI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Merk Gold Trust (OUNZ) and Themes Silver Miners ETF (AGMI). The values are adjusted to include any dividend payments, if applicable.

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OUNZ vs. AGMI - Yearly Performance Comparison


2026 (YTD)20252024
OUNZ
VanEck Merk Gold Trust
8.61%63.95%13.76%
AGMI
Themes Silver Miners ETF
4.33%176.11%-0.74%

Returns By Period

In the year-to-date period, OUNZ achieves a 8.61% return, which is significantly higher than AGMI's 4.33% return.


OUNZ

1D
3.75%
1M
-11.06%
YTD
8.61%
6M
21.13%
1Y
49.47%
3Y*
33.11%
5Y*
21.74%
10Y*
14.00%

AGMI

1D
7.31%
1M
-24.71%
YTD
4.33%
6M
30.88%
1Y
134.41%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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OUNZ vs. AGMI - Expense Ratio Comparison

OUNZ has a 0.25% expense ratio, which is lower than AGMI's 0.35% expense ratio.


Return for Risk

OUNZ vs. AGMI — Risk / Return Rank

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

OUNZ
OUNZ Risk / Return Rank: 8787
Overall Rank
OUNZ Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
OUNZ Sortino Ratio Rank: 8686
Sortino Ratio Rank
OUNZ Omega Ratio Rank: 8686
Omega Ratio Rank
OUNZ Calmar Ratio Rank: 8888
Calmar Ratio Rank
OUNZ Martin Ratio Rank: 8787
Martin Ratio Rank

AGMI
AGMI Risk / Return Rank: 9595
Overall Rank
AGMI Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
AGMI Sortino Ratio Rank: 9494
Sortino Ratio Rank
AGMI Omega Ratio Rank: 9393
Omega Ratio Rank
AGMI Calmar Ratio Rank: 9595
Calmar Ratio Rank
AGMI Martin Ratio Rank: 9494
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.

OUNZ vs. AGMI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Merk Gold Trust (OUNZ) and Themes Silver Miners ETF (AGMI). 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.


OUNZAGMIDifference

Sharpe ratio

Return per unit of total volatility

1.80

2.82

-1.01

Sortino ratio

Return per unit of downside risk

2.24

2.86

-0.62

Omega ratio

Gain probability vs. loss probability

1.33

1.42

-0.09

Calmar ratio

Return relative to maximum drawdown

2.70

3.96

-1.27

Martin ratio

Return relative to average drawdown

9.98

14.50

-4.52

OUNZ vs. AGMI - Sharpe Ratio Comparison

The current OUNZ Sharpe Ratio is 1.80, which is lower than the AGMI Sharpe Ratio of 2.82. The chart below compares the historical Sharpe Ratios of OUNZ and AGMI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


OUNZAGMIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

2.82

-1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

1.71

-1.01

Correlation

The correlation between OUNZ and AGMI is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

OUNZ vs. AGMI - Dividend Comparison

OUNZ has not paid dividends to shareholders, while AGMI's dividend yield for the trailing twelve months is around 4.24%.


TTM20252024
OUNZ
VanEck Merk Gold Trust
0.00%0.00%0.00%
AGMI
Themes Silver Miners ETF
4.24%4.43%1.81%

Drawdowns

OUNZ vs. AGMI - Drawdown Comparison

The maximum OUNZ drawdown since its inception was -21.77%, smaller than the maximum AGMI drawdown of -33.26%. Use the drawdown chart below to compare losses from any high point for OUNZ and AGMI.


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Drawdown Indicators


OUNZAGMIDifference

Max Drawdown

Largest peak-to-trough decline

-21.77%

-33.26%

+11.49%

Max Drawdown (1Y)

Largest decline over 1 year

-19.14%

-33.26%

+14.12%

Max Drawdown (5Y)

Largest decline over 5 years

-21.01%

Max Drawdown (10Y)

Largest decline over 10 years

-21.76%

Current Drawdown

Current decline from peak

-13.18%

-24.71%

+11.53%

Average Drawdown

Average peak-to-trough decline

-7.48%

-8.15%

+0.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.17%

9.09%

-3.92%

Volatility

OUNZ vs. AGMI - Volatility Comparison

The current volatility for VanEck Merk Gold Trust (OUNZ) is 10.95%, while Themes Silver Miners ETF (AGMI) has a volatility of 19.65%. This indicates that OUNZ experiences smaller price fluctuations and is considered to be less risky than AGMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OUNZAGMIDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.95%

19.65%

-8.70%

Volatility (6M)

Calculated over the trailing 6-month period

24.08%

42.10%

-18.02%

Volatility (1Y)

Calculated over the trailing 1-year period

27.59%

48.05%

-20.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

43.43%

-25.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.88%

43.43%

-27.55%