OUNZ vs AVSC

Comparison between VanEck Merk Gold Trust (OUNZ, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).

OUNZ vs AVSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OUNZ(ETF)	AVSC(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.25%	0.25%
Max Drawdown	24.36%	28.84%
Sharpe Ratio	0.82	1.74
5Y Beta	0.23	1.02
P/E Ratio	N/A	47.65
Forward P/E	N/A	13.60
5Y EPS CAGR	N/A	10.56%
P/S Ratio	N/A	1.10
P/B Ratio	N/A	1.81

Net Assets

OUNZ

$2.80B

AVSC

$2.80B

Expense Ratio

OUNZ

0.25%

AVSC

0.25%

Max Drawdown

Winner

OUNZ

24.36%

AVSC

28.84%

Sharpe Ratio

OUNZ

0.82

Winner

AVSC

1.74

5Y Beta

Winner

OUNZ

0.23

AVSC

1.02

P/E Ratio

OUNZ

N/A

AVSC

47.65

Forward P/E

OUNZ

N/A

AVSC

13.60

5Y EPS CAGR

OUNZ

N/A

AVSC

10.56%

P/S Ratio

OUNZ

N/A

AVSC

1.10

P/B Ratio

OUNZ

N/A

AVSC

1.81

OUNZ vs AVSC - Historical Returns

Returns include dividend reinvestment.

Period	OUNZ	AVSC
1 month	-7.12%	+5.07%
3 months	-15.33%	+13.80%
6 months	-2.61%	+18.11%
1 year	+24.76%	+41.59%
5 years(CAGR)	+18.75%	+9.41%
10 years(CAGR)	+12.21%	N/A
Max(CAGR)	+9.95%	+9.41%

OUNZ

-7.12%

Winner

AVSC

+5.07%

OUNZ

-15.33%

Winner

AVSC

+13.80%

OUNZ

-2.61%

Winner

AVSC

+18.11%

OUNZ

+24.76%

Winner

AVSC

+41.59%

5Y(CAGR)

Winner

OUNZ

+18.75%

AVSC

+9.41%

10Y(CAGR)

OUNZ

+12.21%

AVSC

N/A

Max(CAGR)

Winner

OUNZ

+9.95%

AVSC

+9.41%

OUNZ vs AVSC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	OUNZ	AVSC
2026	-2.33%	+19.00%
2025	+61.59%	+9.78%
2024	+27.01%	+8.20%
2023	+11.98%	+20.32%
2022	+0.97%	-11.71%
2021	-6.17%	N/A
2020	+23.96%	N/A
2019	+17.90%	N/A
2018	-3.19%	N/A
2017	+12.03%	N/A
2016	+6.65%	N/A
2015	-11.15%	N/A
2014	-8.73%	N/A

OUNZ vs AVSC Drawdown Comparison

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

The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.

The current OUNZ drawdown is -21.55%. The current AVSC drawdown is -1.91%.

Rank	OUNZ	AVSC
#1	-24.36% Jan 29, 2026 - Jun 10, 2026	-28.40% Nov 25, 2024 - Oct 24, 2025
#2	-21.77% Jul 11, 2014 - Jul 5, 2016	-20.42% Jan 14, 2022 - Jul 31, 2023
#3	-21.76% Aug 6, 2020 - Mar 1, 2024	-15.92% Jul 31, 2023 - Dec 13, 2023
#4	-17.58% Jul 8, 2016 - Jun 20, 2019	-10.69% Jul 26, 2024 - Nov 6, 2024
#5	-12.51% Mar 9, 2020 - Apr 9, 2020	-8.54% Mar 28, 2024 - Jul 12, 2024
#6	-10.10% Oct 20, 2025 - Dec 22, 2025	-8.09% Dec 27, 2023 - Mar 27, 2024
#7	-8.10% Oct 30, 2024 - Jan 30, 2025	-7.89% Feb 9, 2026 - Apr 9, 2026
#8	-7.12% Apr 21, 2025 - Jun 13, 2025	-7.73% Oct 24, 2025 - Dec 3, 2025
#9	-6.57% Sep 4, 2019 - Jan 6, 2020	-4.71% Nov 11, 2024 - Nov 25, 2024
#10	-5.75% May 20, 2024 - Jul 16, 2024	-4.17% May 6, 2026 - May 26, 2026
#11	-4.93% Dec 26, 2025 - Jan 12, 2026	-3.45% Dec 11, 2025 - Jan 6, 2026
#12	-4.91% Feb 24, 2020 - Mar 5, 2020	-2.78% Jan 22, 2026 - Feb 6, 2026
#13	-4.84% Mar 31, 2025 - Apr 10, 2025	-2.64% Jul 16, 2024 - Jul 23, 2024
#14	-4.84% Jun 13, 2025 - Aug 29, 2025	-1.98% Jul 23, 2024 - Jul 26, 2024
#15	-4.38% Jul 16, 2024 - Aug 12, 2024	-1.91% Jan 15, 2026 - Jan 21, 2026