NULV vs OUNZ

Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed NULV, delivering a return of +18.8% compared to +8.6%

NULV vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NULV(ETF)	OUNZ(ETF)
Net Assets	$2.70B	$2.80B
Expense Ratio	0.26%	0.25%
Max Drawdown	36.99%	24.36%
Sharpe Ratio	1.65	0.82
5Y Beta	0.65	0.23
P/E Ratio	22.77	N/A
Forward P/E	17.79	N/A
PEG Ratio	0.58	N/A
5Y Dividends CAGR	10.45%	N/A
5Y EPS CAGR	12.48%	N/A
Debt to Equity	60.90%	N/A
P/S Ratio	1.92	N/A
P/B Ratio	3.49	N/A

Net Assets

NULV

$2.70B

Winner

OUNZ

$2.80B

Expense Ratio

NULV

0.26%

Winner

OUNZ

0.25%

Max Drawdown

NULV

36.99%

Winner

OUNZ

24.36%

Sharpe Ratio

Winner

NULV

1.65

OUNZ

0.82

5Y Beta

NULV

0.65

Winner

OUNZ

0.23

P/E Ratio

NULV

22.77

OUNZ

N/A

Forward P/E

NULV

17.79

OUNZ

N/A

PEG Ratio

NULV

0.58

OUNZ

N/A

5Y Dividends CAGR

NULV

10.45%

OUNZ

N/A

5Y EPS CAGR

NULV

12.48%

OUNZ

N/A

Debt to Equity

NULV

60.90%

OUNZ

N/A

P/S Ratio

NULV

1.92

OUNZ

N/A

P/B Ratio

NULV

3.49

OUNZ

N/A

NULV vs OUNZ - Historical Returns

Returns include dividend reinvestment.

Period	NULV	OUNZ
1 month	-0.12%	-7.12%
3 months	+8.11%	-15.33%
6 months	+11.19%	-2.61%
1 year	+24.62%	+24.76%
5 years(CAGR)	+8.64%	+18.75%
10 years(CAGR)	+9.89%	+12.21%
Max(CAGR)	+9.89%	+9.95%

Winner

NULV

-0.12%

OUNZ

-7.12%

Winner

NULV

+8.11%

OUNZ

-15.33%

Winner

NULV

+11.19%

OUNZ

-2.61%

NULV

+24.62%

Winner

OUNZ

+24.76%

5Y(CAGR)

NULV

+8.64%

Winner

OUNZ

+18.75%

10Y(CAGR)

NULV

+9.89%

Winner

OUNZ

+12.21%

Max(CAGR)

NULV

+9.89%

Winner

OUNZ

+9.95%

NULV vs OUNZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	NULV	OUNZ
2026	+10.07%	-2.33%
2025	+16.57%	+61.59%
2024	+11.51%	+27.01%
2023	+7.64%	+11.98%
2022	-10.14%	+0.97%
2021	+25.18%	-6.17%
2020	+1.58%	+23.96%
2019	+27.01%	+17.90%
2018	-5.26%	-3.19%
2017	+15.67%	+12.03%
2016	+0.04%	+6.65%
2015	N/A	-11.15%
2014	N/A	-8.73%

NULV vs OUNZ Drawdown Comparison

The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The maximum drawdown for OUNZ was -24.36%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current NULV drawdown is -2.83%. The current OUNZ drawdown is -21.55%.

Rank	NULV	OUNZ
#1	-36.99% Feb 12, 2020 - Dec 4, 2020	-24.36% Jan 29, 2026 - Jun 10, 2026
#2	-21.47% Jan 4, 2022 - Mar 6, 2024	-21.77% Jul 11, 2014 - Jul 5, 2016
#3	-16.55% Sep 21, 2018 - Apr 5, 2019	-21.76% Aug 6, 2020 - Mar 1, 2024
#4	-15.02% Nov 29, 2024 - Jul 3, 2025	-17.58% Jul 8, 2016 - Jun 20, 2019
#5	-11.27% Jan 29, 2018 - Sep 20, 2018	-12.51% Mar 9, 2020 - Apr 9, 2020
#6	-7.28% Feb 26, 2026 - Apr 17, 2026	-10.10% Oct 20, 2025 - Dec 22, 2025
#7	-6.01% Jul 29, 2019 - Sep 10, 2019	-8.10% Oct 30, 2024 - Jan 30, 2025
#8	-5.94% May 3, 2019 - Jun 20, 2019	-7.12% Apr 21, 2025 - Jun 13, 2025
#9	-5.79% Mar 28, 2024 - Jul 15, 2024	-6.57% Sep 4, 2019 - Jan 6, 2020
#10	-5.44% Jul 31, 2024 - Aug 23, 2024	-5.75% May 20, 2024 - Jul 16, 2024
#11	-5.22% Nov 16, 2021 - Dec 16, 2021	-4.93% Dec 26, 2025 - Jan 12, 2026
#12	-4.93% Jan 12, 2021 - Feb 17, 2021	-4.91% Feb 24, 2020 - Mar 5, 2020
#13	-4.67% May 10, 2021 - Aug 3, 2021	-4.84% Mar 31, 2025 - Apr 10, 2025
#14	-4.34% Sep 2, 2021 - Oct 19, 2021	-4.84% Jun 13, 2025 - Aug 29, 2025
#15	-3.98% Sep 13, 2019 - Oct 23, 2019	-4.38% Jul 16, 2024 - Aug 12, 2024