OUNZ vs ADX
Comparison between VanEck Merk Gold Trust (OUNZ, ETF) and Adams Diversified Equity Fund (ADX, ETF).
5-Year PerformanceOUNZ has outperformed ADX, delivering a return of +20.6% compared to +16.6%
OUNZ vs ADX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OUNZ
$2.80B
Winner
ADX
$2.90B
Expense Ratio
OUNZ
0.25%
ADX
N/A
Max Drawdown
Winner
OUNZ
21.77%
ADX
85.05%
Sharpe Ratio
OUNZ
1.25
Winner
ADX
2.11
5Y Beta
Winner
OUNZ
0.18
ADX
0.90
5Y Dividends CAGR
OUNZ
N/A
ADX
16.20%
OUNZ vs ADX - Historical Returns
Returns include dividend reinvestment.
1M
OUNZ
-0.18%
Winner
ADX
+7.63%
3M
OUNZ
-7.06%
Winner
ADX
+7.63%
6M
Winner
OUNZ
+17.85%
ADX
+14.28%
1Y
Winner
OUNZ
+42.64%
ADX
+37.29%
5Y(CAGR)
Winner
OUNZ
+20.56%
ADX
+16.61%
10Y(CAGR)
OUNZ
+13.75%
Winner
ADX
+18.04%
Max(CAGR)
Winner
OUNZ
+11.05%
ADX
+7.34%
OUNZ vs ADX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OUNZ | ADX |
|---|---|---|
| 2026 | +9.00% | +9.80% |
| 2025 | +61.59% | +25.68% |
| 2024 | +27.01% | +30.30% |
| 2023 | +11.98% | +31.71% |
| 2022 | +0.97% | -20.45% |
| 2021 | -6.17% | +31.72% |
| 2020 | +23.96% | +16.75% |
| 2019 | +17.90% | +36.30% |
| 2018 | -3.19% | -4.03% |
| 2017 | +12.03% | +28.84% |
| 2016 | +6.65% | +8.21% |
| 2015 | -11.15% | +0.50% |
| 2014 | -8.73% | +14.96% |
| 2013 | N/A | +28.61% |
| 2012 | N/A | +15.17% |
| 2011 | N/A | -5.54% |
| 2010 | N/A | +10.00% |
| 2009 | N/A | +27.29% |
| 2008 | N/A | -37.00% |
| 2007 | N/A | +10.35% |
| 2006 | N/A | +16.29% |
| 2005 | N/A | +2.53% |
| 2004 | N/A | +13.61% |
| 2003 | N/A | +22.25% |
| 2002 | N/A | -20.77% |
| 2001 | N/A | -22.59% |
| 2000 | N/A | -32.31% |
| 1999 | N/A | +11.64% |
OUNZ vs ADX Drawdown Comparison
The maximum drawdown for OUNZ was -21.77%, occurring on Dec 17, 2015. Recovery took 499 trading sessions.
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The current OUNZ drawdown is -12.45%.
| Rank | OUNZ | ADX |
|---|---|---|
| #1 | -21.77% Jul 11, 2014 - Jul 5, 2016 | -71.51% Sep 5, 2000 - Dec 13, 2016 |
| #2 | -21.76% Aug 6, 2020 - Mar 1, 2024 | -37.17% Feb 19, 2020 - Aug 25, 2020 |
| #3 | -19.14% Jan 29, 2026 - Mar 26, 2026 | -36.67% Feb 8, 2000 - Mar 3, 2000 |
| #4 | -17.58% Jul 8, 2016 - Jun 20, 2019 | -34.19% Jan 19, 2000 - Feb 8, 2000 |
| #5 | -12.51% Mar 9, 2020 - Apr 9, 2020 | -33.68% Mar 23, 2000 - Mar 28, 2000 |
| #6 | -10.10% Oct 20, 2025 - Dec 22, 2025 | -25.07% Dec 29, 2021 - Nov 22, 2023 |
| #7 | -8.10% Oct 30, 2024 - Jan 30, 2025 | -18.73% Sep 27, 2018 - Apr 4, 2019 |
| #8 | -7.12% Apr 21, 2025 - Jun 13, 2025 | -18.29% Feb 18, 2025 - May 29, 2025 |
| #9 | -6.57% Sep 4, 2019 - Jan 6, 2020 | -10.16% Feb 2, 2026 - Apr 9, 2026 |
| #10 | -5.75% May 20, 2024 - Jul 16, 2024 | -10.01% Mar 31, 2000 - Jul 7, 2000 |
| #11 | -4.93% Dec 26, 2025 - Jan 12, 2026 | -9.85% Jan 26, 2018 - Jul 24, 2018 |
| #12 | -4.91% Feb 24, 2020 - Mar 5, 2020 | -9.59% Sep 2, 2020 - Nov 13, 2020 |
| #13 | -4.84% Mar 31, 2025 - Apr 10, 2025 | -9.25% Jul 16, 2024 - Nov 6, 2024 |
| #14 | -4.84% Jun 13, 2025 - Aug 29, 2025 | -7.76% Nov 17, 1999 - Dec 27, 1999 |
| #15 | -4.38% Jul 16, 2024 - Aug 12, 2024 | -5.90% Sep 3, 2021 - Oct 25, 2021 |
Correlation
Correlation between OUNZ and ADX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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