OUNZ vs. SCHG
Compare and contrast key facts about VanEck Merk Gold Trust (OUNZ) and Schwab U.S. Large-Cap Growth ETF (SCHG).
OUNZ and SCHG 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. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009. Both OUNZ and SCHG 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 SCHG.
Correlation
The correlation between OUNZ and SCHG 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.
Performance
OUNZ vs. SCHG - Performance Comparison
Key characteristics
OUNZ:
2.29
SCHG:
2.05
OUNZ:
2.98
SCHG:
2.67
OUNZ:
1.39
SCHG:
1.36
OUNZ:
4.23
SCHG:
2.97
OUNZ:
11.48
SCHG:
11.32
OUNZ:
2.98%
SCHG:
3.24%
OUNZ:
14.96%
SCHG:
17.91%
OUNZ:
-21.77%
SCHG:
-34.59%
OUNZ:
-3.12%
SCHG:
-2.78%
Returns By Period
In the year-to-date period, OUNZ achieves a 3.00% return, which is significantly higher than SCHG's 1.51% return. Over the past 10 years, OUNZ has underperformed SCHG with an annualized return of 7.29%, while SCHG has yielded a comparatively higher 17.04% annualized return.
OUNZ
3.00%
4.16%
12.47%
33.30%
11.38%
7.29%
SCHG
1.51%
1.14%
12.87%
34.99%
19.01%
17.04%
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OUNZ vs. SCHG - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
OUNZ vs. SCHG — Risk-Adjusted Performance Rank
OUNZ
SCHG
OUNZ vs. SCHG - Risk-Adjusted Performance Comparison
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.
Dividends
OUNZ vs. SCHG - Dividend Comparison
OUNZ has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.39%.
| 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.47% | 0.55% | 0.42% | 0.52% | 0.82% | 1.28% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
OUNZ vs. SCHG - Drawdown Comparison
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.
Volatility
OUNZ vs. SCHG - Volatility Comparison
The current volatility for VanEck Merk Gold Trust (OUNZ) is 3.76%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.48%. This indicates that OUNZ experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.