OUNZ vs. SCHG

In the year-to-date period, OUNZ achieves a 26.35% return, which is significantly lower than SCHG's 30.50% return. Over the past 10 years, OUNZ has underperformed SCHG with an annualized return of 7.74%, while SCHG has yielded a comparatively higher 16.38% annualized return.

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OUNZ has a 0.25% expense ratio, which is higher than SCHG's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for VanEck Merk Gold Trust (OUNZ) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.

The current OUNZ Sharpe Ratio is 2.14, which is comparable to the SCHG Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of OUNZ and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OUNZ has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.41%.

The maximum OUNZ drawdown since its inception was -21.77%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for OUNZ and SCHG. For additional features, visit the drawdowns tool.

VanEck Merk Gold Trust (OUNZ) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.66% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.