OUNZ vs PFXF
Comparison between VanEck Merk Gold Trust (OUNZ, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformanceOUNZ has outperformed PFXF, delivering a return of +17.0% compared to +3.2%
OUNZ vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OUNZ vs PFXF - Historical Returns
Returns include dividend reinvestment.
OUNZ vs PFXF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | OUNZ | PFXF |
|---|---|---|
| 2026 | -6.48% | +1.88% |
| 2025 | +61.59% | +8.88% |
| 2024 | +27.01% | +8.29% |
| 2023 | +11.98% | +10.52% |
| 2022 | +0.97% | -18.62% |
| 2021 | -6.17% | +12.47% |
| 2020 | +23.96% | +7.34% |
| 2019 | +17.90% | +19.71% |
| 2018 | -3.19% | -3.18% |
| 2017 | +12.03% | +7.69% |
| 2016 | +6.65% | +5.79% |
| 2015 | -11.15% | -2.03% |
| 2014 | -8.73% | +15.44% |
| 2013 | N/A | -2.29% |
| 2012 | N/A | +4.44% |
OUNZ vs PFXF Drawdown Comparison
The maximum drawdown for OUNZ was -26.09%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current OUNZ drawdown is -24.88%. The current PFXF drawdown is -5.81%.
| Rank | OUNZ | PFXF |
|---|---|---|
| #1 | -26.09% Jan 29, 2026 - Jun 24, 2026 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -21.77% Jul 11, 2014 - Jul 5, 2016 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -21.76% Aug 6, 2020 - Mar 1, 2024 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -17.58% Jul 8, 2016 - Jun 20, 2019 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -12.51% Mar 9, 2020 - Apr 9, 2020 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -10.10% Oct 20, 2025 - Dec 22, 2025 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -8.10% Oct 30, 2024 - Jan 30, 2025 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -7.12% Apr 21, 2025 - Jun 13, 2025 | -6.55% Jun 2, 2026 - Jul 13, 2026 |
| #9 | -6.57% Sep 4, 2019 - Jan 6, 2020 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #10 | -5.75% May 20, 2024 - Jul 16, 2024 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #11 | -4.93% Dec 26, 2025 - Jan 12, 2026 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #12 | -4.91% Feb 24, 2020 - Mar 5, 2020 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #13 | -4.84% Mar 31, 2025 - Apr 10, 2025 | -3.44% May 11, 2026 - May 29, 2026 |
| #14 | -4.84% Jun 13, 2025 - Aug 29, 2025 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #15 | -4.38% Jul 16, 2024 - Aug 12, 2024 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
Correlation
Correlation between OUNZ and PFXF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
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