HGER vs OUNZ
Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).
HGER vs OUNZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HGER
$2.80B
OUNZ
$2.80B
Expense Ratio
HGER
0.68%
Winner
OUNZ
0.25%
Max Drawdown
HGER
23.31%
Winner
OUNZ
21.77%
Sharpe Ratio
Winner
HGER
2.18
OUNZ
1.25
5Y Beta
Winner
HGER
0.14
OUNZ
0.18
HGER vs OUNZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HGER
+4.97%
OUNZ
-0.18%
3M
Winner
HGER
+18.92%
OUNZ
-7.06%
6M
Winner
HGER
+31.47%
OUNZ
+17.85%
1Y
Winner
HGER
+47.02%
OUNZ
+42.64%
5Y(CAGR)
HGER
+16.65%
Winner
OUNZ
+20.56%
10Y(CAGR)
HGER
N/A
OUNZ
+13.75%
Max(CAGR)
Winner
HGER
+16.65%
OUNZ
+11.05%
HGER vs OUNZ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HGER | OUNZ |
|---|---|---|
| 2026 | +31.63% | +9.00% |
| 2025 | +18.91% | +61.59% |
| 2024 | +10.26% | +27.01% |
| 2023 | +3.21% | +11.98% |
| 2022 | +9.77% | +0.97% |
| 2021 | N/A | -6.17% |
| 2020 | N/A | +23.96% |
| 2019 | N/A | +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% |
HGER vs OUNZ Drawdown Comparison
The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.
The maximum drawdown for OUNZ was -21.77%, occurring on Dec 17, 2015. Recovery took 499 trading sessions.
The current HGER drawdown is -0.88%. The current OUNZ drawdown is -12.45%.
| Rank | HGER | OUNZ |
|---|---|---|
| #1 | -23.31% Mar 8, 2022 - Jan 15, 2025 | -21.77% Jul 11, 2014 - Jul 5, 2016 |
| #2 | -8.84% Apr 2, 2025 - Jun 11, 2025 | -21.76% Aug 6, 2020 - Mar 1, 2024 |
| #3 | -8.09% Jan 29, 2026 - Feb 27, 2026 | -19.14% Jan 29, 2026 - Mar 26, 2026 |
| #4 | -5.64% Mar 12, 2026 - Apr 2, 2026 | -17.58% Jul 8, 2016 - Jun 20, 2019 |
| #5 | -5.16% Jun 20, 2025 - Sep 12, 2025 | -12.51% Mar 9, 2020 - Apr 9, 2020 |
| #6 | -4.68% Feb 18, 2025 - Mar 31, 2025 | -10.10% Oct 20, 2025 - Dec 22, 2025 |
| #7 | -3.36% Nov 11, 2025 - Jan 8, 2026 | -8.10% Oct 30, 2024 - Jan 30, 2025 |
| #8 | -2.19% Oct 20, 2025 - Oct 23, 2025 | -7.12% Apr 21, 2025 - Jun 13, 2025 |
| #9 | -2.09% Sep 16, 2025 - Sep 26, 2025 | -6.57% Sep 4, 2019 - Jan 6, 2020 |
| #10 | -2.07% Oct 8, 2025 - Oct 16, 2025 | -5.75% May 20, 2024 - Jul 16, 2024 |
| #11 | -1.91% Apr 7, 2026 - Apr 16, 2026 | -4.93% Dec 26, 2025 - Jan 12, 2026 |
| #12 | -1.80% Feb 14, 2022 - Feb 22, 2022 | -4.91% Feb 24, 2020 - Mar 5, 2020 |
| #13 | -1.76% Nov 3, 2025 - Nov 10, 2025 | -4.84% Mar 31, 2025 - Apr 10, 2025 |
| #14 | -1.69% Apr 16, 2026 - Apr 22, 2026 | -4.84% Jun 13, 2025 - Aug 29, 2025 |
| #15 | -1.68% Mar 6, 2026 - Mar 11, 2026 | -4.38% Jul 16, 2024 - Aug 12, 2024 |
Correlation
Correlation between HGER and OUNZ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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