FLRN vs OUNZ

Comparison between SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed FLRN, delivering a return of +20.7% compared to +4.1%

FLRN vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLRN(ETF)	OUNZ(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.15%	0.25%
Max Drawdown	20.15%	21.77%
Sharpe Ratio	1.82	1.30
5Y Beta	0.05	0.18
5Y Dividends CAGR	44.39%	N/A

Net Assets

FLRN

$2.80B

OUNZ

$2.80B

Expense Ratio

Winner

FLRN

0.15%

OUNZ

0.25%

Max Drawdown

Winner

FLRN

20.15%

OUNZ

21.77%

Sharpe Ratio

Winner

FLRN

1.82

OUNZ

1.30

5Y Beta

Winner

FLRN

0.05

OUNZ

0.18

5Y Dividends CAGR

FLRN

44.39%

OUNZ

N/A

FLRN vs OUNZ - Historical Returns

Returns include dividend reinvestment.

Period	FLRN	OUNZ
1 month	+0.41%	-0.57%
3 months	+0.99%	-4.08%
6 months	+2.08%	+12.23%
1 year	+4.92%	+45.41%
5 years(CAGR)	+4.12%	+20.66%
10 years(CAGR)	+2.98%	+13.68%
Max(CAGR)	+2.45%	+11.02%

Winner

FLRN

+0.41%

OUNZ

-0.57%

Winner

FLRN

+0.99%

OUNZ

-4.08%

FLRN

+2.08%

Winner

OUNZ

+12.23%

FLRN

+4.92%

Winner

OUNZ

+45.41%

5Y(CAGR)

FLRN

+4.12%

Winner

OUNZ

+20.66%

10Y(CAGR)

FLRN

+2.98%

Winner

OUNZ

+13.68%

Max(CAGR)

FLRN

+2.45%

Winner

OUNZ

+11.02%

FLRN vs OUNZ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FLRN	OUNZ
2026	+1.45%	+8.78%
2025	+4.97%	+61.59%
2024	+6.28%	+27.01%
2023	+6.50%	+11.98%
2022	+1.28%	+0.97%
2021	+0.33%	-6.17%
2020	+0.80%	+23.96%
2019	+4.16%	+17.90%
2018	+1.43%	-3.19%
2017	+1.91%	+12.03%
2016	+1.73%	+6.65%
2015	+0.47%	-11.15%
2014	+0.07%	-8.73%
2013	+0.87%	N/A
2012	+2.91%	N/A
2011	+0.86%	N/A

FLRN vs OUNZ Drawdown Comparison

The maximum drawdown for FLRN was -14.64%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.

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

The current FLRN drawdown is -0.03%. The current OUNZ drawdown is -12.62%.

Rank	FLRN	OUNZ
#1	-14.64% Feb 21, 2020 - Aug 5, 2020	-21.77% Jul 11, 2014 - Jul 5, 2016
#2	-7.84% Jan 17, 2012 - May 2, 2018	-21.76% Aug 6, 2020 - Mar 1, 2024
#3	-2.16% Mar 7, 2023 - Apr 17, 2023	-19.14% Jan 29, 2026 - Mar 26, 2026
#4	-1.46% Feb 7, 2022 - Sep 7, 2022	-17.58% Jul 8, 2016 - Jun 20, 2019
#5	-1.43% Apr 2, 2025 - Apr 28, 2025	-12.51% Mar 9, 2020 - Apr 9, 2020
#6	-0.89% Nov 12, 2018 - Jan 18, 2019	-10.10% Oct 20, 2025 - Dec 22, 2025
#7	-0.57% Sep 23, 2022 - Nov 8, 2022	-8.10% Oct 30, 2024 - Jan 30, 2025
#8	-0.46% Aug 1, 2024 - Aug 9, 2024	-7.12% Apr 21, 2025 - Jun 13, 2025
#9	-0.43% Apr 17, 2023 - Apr 27, 2023	-6.57% Sep 4, 2019 - Jan 6, 2020
#10	-0.33% May 3, 2023 - May 12, 2023	-5.75% May 20, 2024 - Jul 16, 2024
#11	-0.26% May 1, 2023 - May 3, 2023	-4.93% Dec 26, 2025 - Jan 12, 2026
#12	-0.23% Dec 1, 2011 - Dec 15, 2011	-4.91% Feb 24, 2020 - Mar 5, 2020
#13	-0.23% Mar 9, 2026 - Mar 23, 2026	-4.84% Mar 31, 2025 - Apr 10, 2025
#14	-0.21% Mar 23, 2026 - Apr 6, 2026	-4.84% Jun 13, 2025 - Aug 29, 2025
#15	-0.21% Sep 29, 2021 - Feb 7, 2022	-4.38% Jul 16, 2024 - Aug 12, 2024