FHLC vs OUNZ

Comparison between FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed FHLC, delivering a return of +20.6% compared to +3.8%

FHLC vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FHLC(ETF)	OUNZ(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.08%	0.25%
Max Drawdown	29.21%	21.77%
Sharpe Ratio	0.51	1.25
5Y Beta	0.53	0.18
P/E Ratio	36.02	N/A
Forward P/E	17.60	N/A
5Y Dividends CAGR	4.05%	N/A
5Y EPS CAGR	13.20%	N/A
Debt to Equity	-92.95%	N/A
P/S Ratio	1.45	N/A
P/B Ratio	4.33	N/A

Net Assets

FHLC

$2.80B

OUNZ

$2.80B

Expense Ratio

Winner

FHLC

0.08%

OUNZ

0.25%

Max Drawdown

FHLC

29.21%

Winner

OUNZ

21.77%

Sharpe Ratio

FHLC

0.51

Winner

OUNZ

1.25

5Y Beta

FHLC

0.53

Winner

OUNZ

0.18

P/E Ratio

FHLC

36.02

OUNZ

N/A

Forward P/E

FHLC

17.60

OUNZ

N/A

5Y Dividends CAGR

FHLC

4.05%

OUNZ

N/A

5Y EPS CAGR

FHLC

13.20%

OUNZ

N/A

Debt to Equity

FHLC

-92.95%

OUNZ

N/A

P/S Ratio

FHLC

1.45

OUNZ

N/A

P/B Ratio

FHLC

4.33

OUNZ

N/A

FHLC vs OUNZ - Historical Returns

Returns include dividend reinvestment.

Period	FHLC	OUNZ
1 month	-3.30%	-0.18%
3 months	-6.57%	-7.06%
6 months	-0.43%	+17.85%
1 year	+11.49%	+42.64%
5 years(CAGR)	+3.79%	+20.56%
10 years(CAGR)	+9.29%	+13.75%
Max(CAGR)	+9.99%	+11.05%

FHLC

-3.30%

Winner

OUNZ

-0.18%

Winner

FHLC

-6.57%

OUNZ

-7.06%

FHLC

-0.43%

Winner

OUNZ

+17.85%

FHLC

+11.49%

Winner

OUNZ

+42.64%

5Y(CAGR)

FHLC

+3.79%

Winner

OUNZ

+20.56%

10Y(CAGR)

FHLC

+9.29%

Winner

OUNZ

+13.75%

Max(CAGR)

FHLC

+9.99%

Winner

OUNZ

+11.05%

FHLC vs OUNZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FHLC	OUNZ
2026	-6.51%	+9.00%
2025	+15.26%	+61.59%
2024	+0.95%	+27.01%
2023	+2.95%	+11.98%
2022	-4.85%	+0.97%
2021	+21.15%	-6.17%
2020	+18.06%	+23.96%
2019	+23.48%	+17.90%
2018	+3.45%	-3.19%
2017	+21.82%	+12.03%
2016	-1.38%	+6.65%
2015	+6.81%	-11.15%
2014	+25.83%	-8.73%
2013	+5.79%	N/A

FHLC vs OUNZ Drawdown Comparison

The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.

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

The current FHLC drawdown is -9.14%. The current OUNZ drawdown is -12.45%.

Rank	FHLC	OUNZ
#1	-28.74% Feb 19, 2020 - May 29, 2020	-21.77% Jul 11, 2014 - Jul 5, 2016
#2	-20.41% Jul 20, 2015 - Jun 1, 2017	-21.76% Aug 6, 2020 - Mar 1, 2024
#3	-17.73% Dec 30, 2021 - Feb 5, 2024	-19.14% Jan 29, 2026 - Mar 26, 2026
#4	-17.02% Oct 1, 2018 - Nov 15, 2019	-17.58% Jul 8, 2016 - Jun 20, 2019
#5	-16.87% Sep 16, 2024 - Nov 12, 2025	-12.51% Mar 9, 2020 - Apr 9, 2020
#6	-12.08% Jan 26, 2018 - Aug 2, 2018	-10.10% Oct 20, 2025 - Dec 22, 2025
#7	-10.38% Jan 7, 2026 - Mar 27, 2026	-8.10% Oct 30, 2024 - Jan 30, 2025
#8	-8.26% Mar 4, 2014 - Jun 20, 2014	-7.12% Apr 21, 2025 - Jun 13, 2025
#9	-7.98% Sep 2, 2021 - Dec 23, 2021	-6.57% Sep 4, 2019 - Jan 6, 2020
#10	-7.87% Feb 12, 2021 - Apr 15, 2021	-5.75% May 20, 2024 - Jul 16, 2024
#11	-7.17% Sep 24, 2014 - Oct 24, 2014	-4.93% Dec 26, 2025 - Jan 12, 2026
#12	-6.65% Mar 28, 2024 - Jul 11, 2024	-4.91% Feb 24, 2020 - Mar 5, 2020
#13	-6.62% Jun 8, 2020 - Jul 14, 2020	-4.84% Mar 31, 2025 - Apr 10, 2025
#14	-6.58% Oct 12, 2020 - Nov 4, 2020	-4.84% Jun 13, 2025 - Aug 29, 2025
#15	-6.29% Sep 2, 2020 - Oct 8, 2020	-4.38% Jul 16, 2024 - Aug 12, 2024