OUNZ vs PXF
Comparison between VanEck Merk Gold Trust (OUNZ, ETF) and INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF (PXF, ETF).
5-Year PerformanceOUNZ has outperformed PXF, delivering a return of +20.5% compared to +13.7%
OUNZ vs PXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OUNZ
$2.80B
PXF
$2.80B
Expense Ratio
Winner
OUNZ
0.25%
PXF
0.43%
Max Drawdown
Winner
OUNZ
21.77%
PXF
65.71%
Sharpe Ratio
OUNZ
1.34
Winner
PXF
2.44
5Y Beta
Winner
OUNZ
0.18
PXF
0.69
5Y Dividends CAGR
OUNZ
N/A
PXF
19.20%
OUNZ vs PXF - Historical Returns
Returns include dividend reinvestment.
1M
OUNZ
-0.59%
Winner
PXF
+4.67%
3M
OUNZ
-7.03%
Winner
PXF
+3.93%
6M
OUNZ
+14.49%
Winner
PXF
+22.48%
1Y
Winner
OUNZ
+45.99%
PXF
+45.74%
5Y(CAGR)
Winner
OUNZ
+20.53%
PXF
+13.70%
10Y(CAGR)
Winner
OUNZ
+13.63%
PXF
+11.77%
Max(CAGR)
Winner
OUNZ
+11.06%
PXF
+5.46%
OUNZ vs PXF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | OUNZ | PXF |
|---|---|---|
| 2026 | +9.21% | +16.06% |
| 2025 | +61.59% | +42.94% |
| 2024 | +27.01% | +5.44% |
| 2023 | +11.98% | +17.64% |
| 2022 | +0.97% | -9.89% |
| 2021 | -6.17% | +15.16% |
| 2020 | +23.96% | +1.75% |
| 2019 | +17.90% | +17.66% |
| 2018 | -3.19% | -15.52% |
| 2017 | +12.03% | +23.77% |
| 2016 | +6.65% | +8.91% |
| 2015 | -11.15% | -5.40% |
| 2014 | -8.73% | -5.31% |
| 2013 | N/A | +22.01% |
| 2012 | N/A | +13.11% |
| 2011 | N/A | -17.35% |
| 2010 | N/A | +3.74% |
| 2009 | N/A | +37.81% |
| 2008 | N/A | -41.42% |
| 2007 | N/A | +2.78% |
OUNZ vs PXF Drawdown Comparison
The maximum drawdown for OUNZ was -21.77%, occurring on Dec 17, 2015. Recovery took 499 trading sessions.
The maximum drawdown for PXF was -64.74%, occurring on Mar 9, 2009. Recovery took 2408 trading sessions.
The current OUNZ drawdown is -12.28%.
| Rank | OUNZ | PXF |
|---|---|---|
| #1 | -21.77% Jul 11, 2014 - Jul 5, 2016 | -64.74% Dec 19, 2007 - Jul 14, 2017 |
| #2 | -21.76% Aug 6, 2020 - Mar 1, 2024 | -41.56% Jan 26, 2018 - Jan 7, 2021 |
| #3 | -19.14% Jan 29, 2026 - Mar 26, 2026 | -26.85% Jan 12, 2022 - Jul 26, 2023 |
| #4 | -17.58% Jul 8, 2016 - Jun 20, 2019 | -14.06% Mar 19, 2025 - May 2, 2025 |
| #5 | -12.51% Mar 9, 2020 - Apr 9, 2020 | -11.27% Jul 13, 2007 - Oct 11, 2007 |
| #6 | -10.10% Oct 20, 2025 - Dec 22, 2025 | -10.91% Feb 27, 2026 - May 6, 2026 |
| #7 | -8.10% Oct 30, 2024 - Jan 30, 2025 | -10.24% Jul 28, 2023 - Dec 13, 2023 |
| #8 | -7.12% Apr 21, 2025 - Jun 13, 2025 | -9.35% Sep 26, 2024 - Mar 5, 2025 |
| #9 | -6.57% Sep 4, 2019 - Jan 6, 2020 | -8.79% Oct 31, 2007 - Dec 19, 2007 |
| #10 | -5.75% May 20, 2024 - Jul 16, 2024 | -8.39% Jun 7, 2021 - Jan 11, 2022 |
| #11 | -4.93% Dec 26, 2025 - Jan 12, 2026 | -7.30% Jul 12, 2024 - Aug 21, 2024 |
| #12 | -4.91% Feb 24, 2020 - Mar 5, 2020 | -5.18% Jan 8, 2021 - Feb 11, 2021 |
| #13 | -4.84% Mar 31, 2025 - Apr 10, 2025 | -5.02% Nov 12, 2025 - Dec 3, 2025 |
| #14 | -4.84% Jun 13, 2025 - Aug 29, 2025 | -4.64% May 17, 2024 - Jul 12, 2024 |
| #15 | -4.38% Jul 16, 2024 - Aug 12, 2024 | -4.39% Apr 9, 2024 - May 6, 2024 |
Correlation
Correlation between OUNZ and PXF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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