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.
Correlation
The correlation between OUNZ and SCHD is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
OUNZ vs. SCHD - Performance Comparison
Key characteristics
OUNZ:
2.51
SCHD:
0.18
OUNZ:
3.34
SCHD:
0.35
OUNZ:
1.43
SCHD:
1.05
OUNZ:
5.17
SCHD:
0.18
OUNZ:
14.16
SCHD:
0.64
OUNZ:
2.96%
SCHD:
4.44%
OUNZ:
16.73%
SCHD:
15.99%
OUNZ:
-21.77%
SCHD:
-33.37%
OUNZ:
-3.45%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, OUNZ achieves a 25.93% return, which is significantly higher than SCHD's -5.19% return. Both investments have delivered pretty close results over the past 10 years, with OUNZ having a 10.29% annualized return and SCHD not far ahead at 10.34%.
OUNZ
25.93%
8.04%
20.32%
40.85%
13.71%
10.29%
SCHD
-5.19%
-7.50%
-7.13%
3.21%
12.75%
10.34%
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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%.
Risk-Adjusted Performance
OUNZ vs. SCHD — Risk-Adjusted Performance Rank
OUNZ
SCHD
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 4.05%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
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
The current volatility for VanEck Merk Gold Trust (OUNZ) is 8.24%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.20%. This indicates that OUNZ experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.