HIMU vs OUNZ
Comparison between iShares High Yield Muni Active ETF (HIMU, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).
HIMU vs OUNZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HIMU
$2.40B
Winner
OUNZ
$2.50B
Expense Ratio
HIMU
0.39%
Winner
OUNZ
0.25%
Max Drawdown
Winner
HIMU
8.64%
OUNZ
26.31%
Sharpe Ratio
HIMU
0.82
Winner
OUNZ
0.90
5Y Beta
Winner
HIMU
-0.02
OUNZ
0.23
HIMU vs OUNZ - Historical Returns
Returns include dividend reinvestment.
1M
HIMU
-1.24%
Winner
OUNZ
+5.56%
3M
Winner
HIMU
+1.03%
OUNZ
-7.72%
6M
Winner
HIMU
+2.06%
OUNZ
-12.44%
1Y
HIMU
+7.70%
Winner
OUNZ
+27.45%
5Y(CAGR)
HIMU
N/A
OUNZ
+19.50%
10Y(CAGR)
HIMU
N/A
OUNZ
+12.16%
Max(CAGR)
HIMU
+2.79%
Winner
OUNZ
+10.05%
HIMU vs OUNZ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HIMU | OUNZ |
|---|---|---|
| 2026 | +2.92% | +0.14% |
| 2025 | +1.13% | +61.59% |
| 2024 | N/A | +27.01% |
| 2023 | N/A | +11.98% |
| 2022 | N/A | +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% |
HIMU vs OUNZ Drawdown Comparison
The maximum drawdown for HIMU was -8.01%, occurring on Apr 11, 2025. Recovery took 157 trading sessions.
The maximum drawdown for OUNZ was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.
The current HIMU drawdown is -1.56%. The current OUNZ drawdown is -19.56%.
| Rank | HIMU | OUNZ |
|---|---|---|
| #1 | -8.01% Mar 3, 2025 - Oct 15, 2025 | -26.31% Jan 29, 2026 - Jul 16, 2026 |
| #2 | -3.29% Feb 27, 2026 - May 28, 2026 | -21.77% Jul 11, 2014 - Jul 5, 2016 |
| #3 | -2.28% Jul 6, 2026 - Jul 23, 2026 | -21.76% Aug 6, 2020 - Mar 1, 2024 |
| #4 | -1.43% Feb 10, 2025 - Feb 25, 2025 | -17.58% Jul 8, 2016 - Jun 20, 2019 |
| #5 | -0.76% Nov 11, 2025 - Jan 7, 2026 | -12.51% Mar 9, 2020 - Apr 9, 2020 |
| #6 | -0.65% Jan 16, 2026 - Feb 4, 2026 | -10.10% Oct 20, 2025 - Dec 22, 2025 |
| #7 | -0.59% Oct 27, 2025 - Nov 11, 2025 | -8.10% Oct 30, 2024 - Jan 30, 2025 |
| #8 | -0.37% Jun 9, 2026 - Jun 16, 2026 | -7.12% Apr 21, 2025 - Jun 13, 2025 |
| #9 | -0.20% Feb 10, 2026 - Feb 12, 2026 | -6.57% Sep 4, 2019 - Jan 6, 2020 |
| #10 | -0.18% Jun 16, 2026 - Jun 18, 2026 | -5.75% May 20, 2024 - Jul 16, 2024 |
| #11 | -0.17% Feb 25, 2025 - Feb 27, 2025 | -4.93% Dec 26, 2025 - Jan 12, 2026 |
| #12 | -0.16% Jun 4, 2026 - Jun 9, 2026 | -4.91% Feb 24, 2020 - Mar 5, 2020 |
| #13 | -0.08% Feb 4, 2026 - Feb 10, 2026 | -4.84% Mar 31, 2025 - Apr 10, 2025 |
| #14 | -0.08% Oct 20, 2025 - Oct 23, 2025 | -4.84% Jun 13, 2025 - Aug 29, 2025 |
| #15 | -0.07% Jun 29, 2026 - Jul 2, 2026 | -4.38% Jul 16, 2024 - Aug 12, 2024 |
Correlation
Correlation between HIMU and OUNZ is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
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