BGLD vs OZEM
Comparison between FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF (BGLD, ETF) and ROUNDHILL GLP-1 & WEIGHT LOSS ETF (OZEM, ETF).
BGLD vs OZEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BGLD
$52M
OZEM
$52M
Expense Ratio
BGLD
0.91%
Winner
OZEM
0.59%
Max Drawdown
BGLD
35.10%
Winner
OZEM
28.80%
Sharpe Ratio
BGLD
0.72
Winner
OZEM
0.74
5Y Beta
Winner
BGLD
0.17
OZEM
0.76
P/E Ratio
BGLD
N/A
OZEM
105.00
PEG Ratio
BGLD
N/A
OZEM
1.25
5Y EPS CAGR
BGLD
N/A
OZEM
23.63%
Debt to Equity
BGLD
N/A
OZEM
109.39%
P/B Ratio
BGLD
N/A
OZEM
5.05
BGLD vs OZEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGLD
-1.34%
OZEM
-3.42%
3M
BGLD
-6.11%
Winner
OZEM
-5.32%
6M
Winner
BGLD
+0.17%
OZEM
-5.02%
1Y
BGLD
+12.42%
Winner
OZEM
+21.08%
5Y(CAGR)
BGLD
+11.03%
OZEM
N/A
Max(CAGR)
Winner
BGLD
+10.19%
OZEM
+10.14%
BGLD vs OZEM - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BGLD | OZEM |
|---|---|---|
| 2026 | -1.86% | -11.29% |
| 2025 | +32.78% | +41.48% |
| 2024 | +21.90% | -3.77% |
| 2023 | +12.43% | N/A |
| 2022 | -1.59% | N/A |
| 2021 | -5.57% | N/A |
BGLD vs OZEM Drawdown Comparison
The maximum drawdown for BGLD was -16.19%, occurring on Nov 3, 2022. Recovery took 608 trading sessions.
The maximum drawdown for OZEM was -28.64%, occurring on Apr 8, 2025. Recovery took 249 trading sessions.
The current BGLD drawdown is -8.70%. The current OZEM drawdown is -17.69%.
| Rank | BGLD | OZEM |
|---|---|---|
| #1 | -16.19% May 28, 2021 - Oct 27, 2023 | -28.64% Oct 7, 2024 - Oct 6, 2025 |
| #2 | -11.11% Mar 2, 2026 - Mar 26, 2026 | -19.16% Jan 26, 2026 - Apr 29, 2026 |
| #3 | -6.59% Jan 21, 2021 - May 14, 2021 | -11.06% Jul 15, 2024 - Aug 19, 2024 |
| #4 | -5.19% Oct 30, 2024 - Nov 22, 2024 | -6.34% Aug 30, 2024 - Oct 7, 2024 |
| #5 | -3.78% Jul 22, 2025 - Aug 28, 2025 | -6.31% Oct 6, 2025 - Nov 4, 2025 |
| #6 | -3.74% Dec 27, 2023 - Mar 4, 2024 | -4.50% Nov 26, 2025 - Dec 8, 2025 |
| #7 | -3.43% Apr 2, 2025 - Apr 10, 2025 | -3.34% Dec 15, 2025 - Dec 23, 2025 |
| #8 | -3.39% Dec 11, 2024 - Jan 15, 2025 | -2.69% Dec 26, 2025 - Jan 7, 2026 |
| #9 | -3.21% Oct 30, 2023 - Nov 21, 2023 | -2.33% May 21, 2024 - Jun 3, 2024 |
| #10 | -3.20% Jul 16, 2024 - Aug 12, 2024 | -2.25% Dec 8, 2025 - Dec 10, 2025 |
| #11 | -3.14% Dec 1, 2023 - Dec 26, 2023 | -2.14% Jul 1, 2024 - Jul 5, 2024 |
| #12 | -3.11% Jun 13, 2025 - Jul 22, 2025 | -1.80% Jan 14, 2026 - Jan 16, 2026 |
| #13 | -2.83% Jun 6, 2024 - Jul 5, 2024 | -1.74% Jun 25, 2024 - Jul 1, 2024 |
| #14 | -2.69% Dec 26, 2025 - Jan 12, 2026 | -1.47% Nov 19, 2025 - Nov 25, 2025 |
| #15 | -2.56% Nov 22, 2024 - Dec 11, 2024 | -1.33% Jan 16, 2026 - Jan 22, 2026 |
Correlation
Correlation between BGLD and OZEM is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2022 - 2025)
BGLD vs OZEM dividend yield comparison.
| Year | BGLD | OZEM |
|---|---|---|
| 2025 | 44.32% | 1.20% |
| 2024 | 25.04% | 0.22% |
| 2023 | 10.49% | 0.00% |
| 2022 | 0.40% | 0.00% |
Select Stocks to Compare
Popular: BGLD vs SPYOZEM vs SPY
More Comparisons
Compare with similar stocks