BSCT vs OUNZ

Comparison between INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed BSCT, delivering a return of +20.6% compared to +1.3%

BSCT vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCT(ETF)	OUNZ(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.10%	0.25%
Max Drawdown	22.23%	21.77%
Sharpe Ratio	0.65	1.25
5Y Beta	0.05	0.18
5Y Dividends CAGR	13.57%	N/A

Net Assets

BSCT

$2.80B

OUNZ

$2.80B

Expense Ratio

Winner

BSCT

0.10%

OUNZ

0.25%

Max Drawdown

BSCT

22.23%

Winner

OUNZ

21.77%

Sharpe Ratio

BSCT

0.65

Winner

OUNZ

1.25

5Y Beta

Winner

BSCT

0.05

OUNZ

0.18

5Y Dividends CAGR

BSCT

13.57%

OUNZ

N/A

BSCT vs OUNZ - Historical Returns

Returns include dividend reinvestment.

Period	BSCT	OUNZ
1 month	+0.13%	-0.18%
3 months	-0.05%	-7.06%
6 months	+1.39%	+17.85%
1 year	+5.64%	+42.64%
5 years(CAGR)	+1.33%	+20.56%
10 years(CAGR)	N/A	+13.75%
Max(CAGR)	+2.36%	+11.05%

Winner

BSCT

+0.13%

OUNZ

-0.18%

Winner

BSCT

-0.05%

OUNZ

-7.06%

BSCT

+1.39%

Winner

OUNZ

+17.85%

BSCT

+5.64%

Winner

OUNZ

+42.64%

5Y(CAGR)

BSCT

+1.33%

Winner

OUNZ

+20.56%

10Y(CAGR)

BSCT

N/A

OUNZ

+13.75%

Max(CAGR)

BSCT

+2.36%

Winner

OUNZ

+11.05%

BSCT vs OUNZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BSCT	OUNZ
2026	+0.56%	+9.00%
2025	+7.51%	+61.59%
2024	+4.04%	+27.01%
2023	+8.33%	+11.98%
2022	-12.37%	+0.97%
2021	-1.91%	-6.17%
2020	+10.51%	+23.96%
2019	+1.72%	+17.90%
2018	N/A	-3.19%
2017	N/A	+12.03%
2016	N/A	+6.65%
2015	N/A	-11.15%
2014	N/A	-8.73%

BSCT vs OUNZ Drawdown Comparison

The maximum drawdown for BSCT was -19.13%, occurring on Oct 20, 2022. Recovery took 994 trading sessions.

The maximum drawdown for OUNZ was -21.77%, occurring on Dec 17, 2015. Recovery took 499 trading sessions.

The current BSCT drawdown is -0.49%. The current OUNZ drawdown is -12.45%.

Rank	BSCT	OUNZ
#1	-19.13% Aug 3, 2021 - Jul 21, 2025	-21.77% Jul 11, 2014 - Jul 5, 2016
#2	-18.44% Mar 5, 2020 - Jun 8, 2020	-21.76% Aug 6, 2020 - Mar 1, 2024
#3	-5.26% Dec 31, 2020 - Aug 3, 2021	-19.14% Jan 29, 2026 - Mar 26, 2026
#4	-1.96% Aug 6, 2020 - Nov 30, 2020	-17.58% Jul 8, 2016 - Jun 20, 2019
#5	-1.70% Oct 4, 2019 - Dec 27, 2019	-12.51% Mar 9, 2020 - Apr 9, 2020
#6	-1.63% Feb 27, 2026 - Mar 26, 2026	-10.10% Oct 20, 2025 - Dec 22, 2025
#7	-1.02% Jun 10, 2020 - Jun 15, 2020	-8.10% Oct 30, 2024 - Jan 30, 2025
#8	-0.98% Jun 17, 2020 - Jul 2, 2020	-7.12% Apr 21, 2025 - Jun 13, 2025
#9	-0.85% Sep 12, 2019 - Sep 20, 2019	-6.57% Sep 4, 2019 - Jan 6, 2020
#10	-0.71% Nov 30, 2020 - Dec 24, 2020	-5.75% May 20, 2024 - Jul 16, 2024
#11	-0.65% Sep 24, 2019 - Oct 2, 2019	-4.93% Dec 26, 2025 - Jan 12, 2026
#12	-0.61% Feb 3, 2020 - Feb 18, 2020	-4.91% Feb 24, 2020 - Mar 5, 2020
#13	-0.58% Oct 24, 2025 - Nov 25, 2025	-4.84% Mar 31, 2025 - Apr 10, 2025
#14	-0.55% Feb 25, 2020 - Feb 28, 2020	-4.84% Jun 13, 2025 - Aug 29, 2025
#15	-0.52% Sep 15, 2025 - Oct 13, 2025	-4.38% Jul 16, 2024 - Aug 12, 2024