AOA vs OUNZ
Comparison between iShares Core Aggressive Allocation ETF (AOA, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).
5-Year PerformanceOUNZ has outperformed AOA, delivering a return of +20.6% compared to +9.0%
AOA vs OUNZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOA
$2.80B
OUNZ
$2.80B
Expense Ratio
Winner
AOA
0.15%
OUNZ
0.25%
Max Drawdown
AOA
28.38%
Winner
OUNZ
21.77%
Sharpe Ratio
Winner
AOA
2.02
OUNZ
1.25
5Y Beta
AOA
0.71
Winner
OUNZ
0.18
5Y Dividends CAGR
AOA
15.17%
OUNZ
N/A
AOA vs OUNZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOA
+5.74%
OUNZ
-0.18%
3M
Winner
AOA
+4.21%
OUNZ
-7.06%
6M
AOA
+10.82%
Winner
OUNZ
+17.85%
1Y
AOA
+27.55%
Winner
OUNZ
+42.64%
5Y(CAGR)
AOA
+8.97%
Winner
OUNZ
+20.56%
10Y(CAGR)
AOA
+10.63%
Winner
OUNZ
+13.75%
Max(CAGR)
AOA
+10.53%
Winner
OUNZ
+11.05%
AOA vs OUNZ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | OUNZ |
|---|---|---|
| 2026 | +7.76% | +9.00% |
| 2025 | +19.99% | +61.59% |
| 2024 | +14.32% | +27.01% |
| 2023 | +18.04% | +11.98% |
| 2022 | -16.54% | +0.97% |
| 2021 | +15.99% | -6.17% |
| 2020 | +11.88% | +23.96% |
| 2019 | +22.58% | +17.90% |
| 2018 | -8.43% | -3.19% |
| 2017 | +19.48% | +12.03% |
| 2016 | +9.03% | +6.65% |
| 2015 | -0.97% | -11.15% |
| 2014 | +7.12% | -8.73% |
| 2013 | +20.51% | N/A |
| 2012 | +13.52% | N/A |
| 2011 | -2.65% | N/A |
| 2010 | +14.90% | N/A |
| 2009 | +23.86% | N/A |
| 2008 | -2.55% | N/A |
AOA vs OUNZ Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for OUNZ was -21.77%, occurring on Dec 17, 2015. Recovery took 499 trading sessions.
The current OUNZ drawdown is -12.45%.
| Rank | AOA | OUNZ |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -21.77% Jul 11, 2014 - Jul 5, 2016 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -21.76% Aug 6, 2020 - Mar 1, 2024 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -19.14% Jan 29, 2026 - Mar 26, 2026 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -17.58% Jul 8, 2016 - Jun 20, 2019 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -12.51% Mar 9, 2020 - Apr 9, 2020 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -10.10% Oct 20, 2025 - Dec 22, 2025 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -8.10% Oct 30, 2024 - Jan 30, 2025 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -7.12% Apr 21, 2025 - Jun 13, 2025 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -6.57% Sep 4, 2019 - Jan 6, 2020 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -5.75% May 20, 2024 - Jul 16, 2024 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -4.93% Dec 26, 2025 - Jan 12, 2026 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -4.91% Feb 24, 2020 - Mar 5, 2020 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -4.84% Mar 31, 2025 - Apr 10, 2025 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -4.84% Jun 13, 2025 - Aug 29, 2025 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -4.38% Jul 16, 2024 - Aug 12, 2024 |
Correlation
Correlation between AOA and OUNZ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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