OUNZ vs. SCHD
Compare and contrast key facts about VanEck Merk Gold Trust (OUNZ) and Schwab US Dividend Equity ETF (SCHD).
OUNZ and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OUNZ is a passively managed fund by Merk that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on May 16, 2014. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both OUNZ and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OUNZ or SCHD.
Performance
OUNZ vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, OUNZ achieves a 26.35% return, which is significantly higher than SCHD's 15.93% return. Over the past 10 years, OUNZ has underperformed SCHD with an annualized return of 7.74%, while SCHD has yielded a comparatively higher 11.46% annualized return.
OUNZ
26.35%
-3.96%
7.50%
31.56%
11.88%
7.74%
SCHD
15.93%
-0.59%
9.36%
25.99%
12.42%
11.46%
Key characteristics
| OUNZ | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.14 | 2.25 |
| Sortino Ratio | 2.88 | 3.25 |
| Omega Ratio | 1.37 | 1.39 |
| Calmar Ratio | 3.89 | 3.05 |
| Martin Ratio | 12.85 | 12.25 |
| Ulcer Index | 2.46% | 2.04% |
| Daily Std Dev | 14.77% | 11.09% |
| Max Drawdown | -21.77% | -33.37% |
| Current Drawdown | -6.25% | -1.82% |
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OUNZ vs. SCHD - Expense Ratio Comparison
OUNZ has a 0.25% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between OUNZ and SCHD is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
OUNZ vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Merk Gold Trust (OUNZ) and Schwab US Dividend Equity ETF (SCHD). 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.
Dividends
OUNZ vs. SCHD - Dividend Comparison
OUNZ has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OUNZ VanEck Merk Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.41% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
OUNZ vs. SCHD - Drawdown Comparison
The maximum OUNZ drawdown since its inception was -21.77%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for OUNZ and SCHD. For additional features, visit the drawdowns tool.
Volatility
OUNZ vs. SCHD - Volatility Comparison
VanEck Merk Gold Trust (OUNZ) has a higher volatility of 5.66% compared to Schwab US Dividend Equity ETF (SCHD) at 3.55%. This indicates that OUNZ's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.