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NVG vs OUNZ

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed NVG, delivering a return of +18.0% compared to -0.4%

NVG vs OUNZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
Winner
OUNZ
$2.80B
Expense Ratio
NVG
N/A
OUNZ
0.25%
Max Drawdown
NVG
47.81%
Winner
OUNZ
24.36%
Sharpe Ratio
Winner
NVG
1.14
OUNZ
0.73
5Y Beta
Winner
NVG
0.22
OUNZ
0.23
5Y Dividends CAGR
NVG
1.24%
OUNZ
N/A

NVG vs OUNZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NVG
+3.49%
OUNZ
-8.81%
3M
Winner
NVG
+4.21%
OUNZ
-6.59%
6M
Winner
NVG
+5.28%
OUNZ
-8.64%
1Y
NVG
+15.93%
Winner
OUNZ
+21.44%
5Y(CAGR)
NVG
-0.44%
Winner
OUNZ
+17.99%
10Y(CAGR)
NVG
+3.60%
Winner
OUNZ
+12.20%
Max(CAGR)
NVG
+5.34%
Winner
OUNZ
+9.67%

NVG vs OUNZ - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGOUNZ
2026+3.70%-5.16%
2025+9.98%+61.59%
2024+9.69%+27.01%
2023+0.11%+11.98%
2022-27.85%+0.97%
2021+13.29%-6.17%
2020+6.38%+23.96%
2019+23.79%+17.90%
2018-4.20%-3.19%
2017+12.94%+12.03%
2016+5.52%+6.65%
2015+8.10%-11.15%
2014+19.22%-8.73%
2013-15.57%N/A
2012+8.01%N/A
2011+17.91%N/A
2010+1.39%N/A
2009+30.55%N/A
2008-10.71%N/A
2007-6.77%N/A
2006+12.48%N/A
2005+6.29%N/A
2004-0.25%N/A
2003+8.76%N/A
2002+1.41%N/A

NVG vs OUNZ Drawdown Comparison

The maximum drawdown for NVG was -41.66%, occurring on Oct 10, 2008. Recovery took 577 trading sessions.

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

The current NVG drawdown is -6.42%. The current OUNZ drawdown is -23.82%.

RankNVGOUNZ
#1-41.66%
May 11, 2007 - Aug 25, 2009
-24.36%
Jan 29, 2026 - Jun 10, 2026
#2-40.57%
Dec 31, 2021 - Oct 25, 2023
-21.77%
Jul 11, 2014 - Jul 5, 2016
#3-26.56%
Mar 3, 2020 - Dec 3, 2020
-21.76%
Aug 6, 2020 - Mar 1, 2024
#4-23.03%
Nov 30, 2012 - Jan 13, 2015
-17.58%
Jul 8, 2016 - Jun 20, 2019
#5-16.64%
Mar 10, 2004 - Feb 3, 2005
-12.51%
Mar 9, 2020 - Apr 9, 2020
#6-15.58%
Aug 27, 2010 - Sep 9, 2011
-10.10%
Oct 20, 2025 - Dec 22, 2025
#7-13.96%
Aug 12, 2016 - Aug 1, 2017
-8.10%
Oct 30, 2024 - Jan 30, 2025
#8-11.44%
Jun 17, 2003 - Jan 12, 2004
-7.12%
Apr 21, 2025 - Jun 13, 2025
#9-10.73%
Jan 8, 2018 - Mar 4, 2019
-6.57%
Sep 4, 2019 - Jan 6, 2020
#10-8.56%
Oct 7, 2002 - Mar 11, 2003
-5.75%
May 20, 2024 - Jul 16, 2024
#11-8.50%
Feb 3, 2005 - May 31, 2005
-4.93%
Dec 26, 2025 - Jan 12, 2026
#12-7.72%
Sep 1, 2021 - Dec 31, 2021
-4.91%
Feb 24, 2020 - Mar 5, 2020
#13-6.58%
Feb 8, 2012 - May 11, 2012
-4.84%
Mar 31, 2025 - Apr 10, 2025
#14-6.50%
Feb 2, 2015 - Dec 11, 2015
-4.84%
Jun 13, 2025 - Aug 29, 2025
#15-6.41%
Apr 28, 2006 - Jul 31, 2006
-4.38%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between NVG and OUNZ is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

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