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FIDU vs OUNZ

Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed FIDU, delivering a return of +17.5% compared to +13.3%

FIDU vs OUNZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FIDU
$2.40B
Winner
OUNZ
$2.50B
Expense Ratio
Winner
FIDU
0.08%
OUNZ
0.25%
Max Drawdown
FIDU
42.69%
Winner
OUNZ
26.31%
Sharpe Ratio
Winner
FIDU
0.94
OUNZ
0.71
5Y Beta
FIDU
0.96
Winner
OUNZ
0.23
P/E Ratio
FIDU
37.26
OUNZ
N/A
Forward P/E
FIDU
26.91
OUNZ
N/A
5Y Dividends CAGR
FIDU
8.98%
OUNZ
N/A
5Y EPS CAGR
FIDU
12.18%
OUNZ
N/A
Debt to Equity
FIDU
66.02%
OUNZ
N/A
P/S Ratio
FIDU
2.80
OUNZ
N/A
P/B Ratio
FIDU
6.62
OUNZ
N/A

FIDU vs OUNZ - Historical Returns

Returns include dividend reinvestment.

1M
FIDU
-2.99%
Winner
OUNZ
-2.53%
3M
Winner
FIDU
+3.01%
OUNZ
-12.71%
6M
Winner
FIDU
+6.93%
OUNZ
-15.46%
1Y
Winner
FIDU
+21.55%
OUNZ
+19.91%
5Y(CAGR)
FIDU
+13.34%
Winner
OUNZ
+17.48%
10Y(CAGR)
Winner
FIDU
+13.91%
OUNZ
+11.50%
Max(CAGR)
Winner
FIDU
+12.66%
OUNZ
+9.54%

FIDU vs OUNZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFIDUOUNZ
2026+13.77%-5.78%
2025+19.17%+61.59%
2024+17.74%+27.01%
2023+22.28%+11.98%
2022-7.83%+0.97%
2021+23.98%-6.17%
2020+11.93%+23.96%
2019+30.46%+17.90%
2018-14.44%-3.19%
2017+21.32%+12.03%
2016+22.33%+6.65%
2015-3.22%-11.15%
2014+8.05%-8.73%
2013+7.91%N/A

FIDU vs OUNZ Drawdown Comparison

The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for OUNZ was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The current FIDU drawdown is -4.37%. The current OUNZ drawdown is -24.32%.

RankFIDUOUNZ
#1-42.29%
Feb 12, 2020 - Nov 9, 2020
-26.31%
Jan 29, 2026 - Jul 16, 2026
#2-24.52%
Sep 21, 2018 - Jul 16, 2019
-21.77%
Jul 11, 2014 - Jul 5, 2016
#3-22.86%
Nov 16, 2021 - Jun 29, 2023
-21.76%
Aug 6, 2020 - Mar 1, 2024
#4-20.53%
Nov 29, 2024 - Jun 26, 2025
-17.58%
Jul 8, 2016 - Jun 20, 2019
#5-16.19%
Mar 2, 2015 - Apr 26, 2016
-12.51%
Mar 9, 2020 - Apr 9, 2020
#6-12.97%
Aug 1, 2023 - Dec 11, 2023
-10.10%
Oct 20, 2025 - Dec 22, 2025
#7-12.23%
Mar 2, 2026 - May 6, 2026
-8.10%
Oct 30, 2024 - Jan 30, 2025
#8-11.25%
Jun 9, 2014 - Nov 6, 2014
-7.12%
Apr 21, 2025 - Jun 13, 2025
#9-11.11%
Jan 26, 2018 - Sep 18, 2018
-6.57%
Sep 4, 2019 - Jan 6, 2020
#10-7.70%
Jul 24, 2019 - Sep 13, 2019
-5.75%
May 20, 2024 - Jul 16, 2024
#11-7.31%
Jan 15, 2014 - Mar 4, 2014
-4.93%
Dec 26, 2025 - Jan 12, 2026
#12-6.60%
Jun 8, 2016 - Jul 8, 2016
-4.91%
Feb 24, 2020 - Mar 5, 2020
#13-6.54%
Jul 16, 2024 - Aug 23, 2024
-4.84%
Mar 31, 2025 - Apr 10, 2025
#14-6.38%
Aug 11, 2021 - Oct 21, 2021
-4.84%
Jun 13, 2025 - Aug 29, 2025
#15-6.37%
Jan 12, 2021 - Feb 9, 2021
-4.38%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between FIDU and OUNZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

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