OUNZ vs RDVI

Comparison between VanEck Merk Gold Trust (OUNZ, ETF) and FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF).

OUNZ vs RDVI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OUNZ(ETF)	RDVI(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.25%	0.75%
Max Drawdown	21.77%	20.66%
Sharpe Ratio	1.25	1.59
5Y Beta	0.18	0.89
P/E Ratio	N/A	18.61
Forward P/E	N/A	16.72
PEG Ratio	N/A	0.39
5Y EPS CAGR	N/A	22.82%
Debt to Equity	N/A	25.70%
P/S Ratio	N/A	2.54
P/B Ratio	N/A	3.46

Net Assets

OUNZ

$2.80B

RDVI

$2.80B

Expense Ratio

Winner

OUNZ

0.25%

RDVI

0.75%

Max Drawdown

OUNZ

21.77%

Winner

RDVI

20.66%

Sharpe Ratio

OUNZ

1.25

Winner

RDVI

1.59

5Y Beta

Winner

OUNZ

0.18

RDVI

0.89

P/E Ratio

OUNZ

N/A

RDVI

18.61

Forward P/E

OUNZ

N/A

RDVI

16.72

PEG Ratio

OUNZ

N/A

RDVI

0.39

5Y EPS CAGR

OUNZ

N/A

RDVI

22.82%

Debt to Equity

OUNZ

N/A

RDVI

25.70%

P/S Ratio

OUNZ

N/A

RDVI

2.54

P/B Ratio

OUNZ

N/A

RDVI

3.46

OUNZ vs RDVI - Historical Returns

Returns include dividend reinvestment.

Period	OUNZ	RDVI
1 month	-0.18%	+2.64%
3 months	-7.06%	+2.14%
6 months	+17.85%	+11.26%
1 year	+42.64%	+25.93%
5 years(CAGR)	+20.56%	N/A
10 years(CAGR)	+13.75%	N/A
Max(CAGR)	+11.05%	+19.62%

OUNZ

-0.18%

Winner

RDVI

+2.64%

OUNZ

-7.06%

Winner

RDVI

+2.14%

Winner

OUNZ

+17.85%

RDVI

+11.26%

Winner

OUNZ

+42.64%

RDVI

+25.93%

5Y(CAGR)

OUNZ

+20.56%

RDVI

N/A

10Y(CAGR)

OUNZ

+13.75%

RDVI

N/A

Max(CAGR)

OUNZ

+11.05%

Winner

RDVI

+19.62%

OUNZ vs RDVI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	OUNZ	RDVI
2026	+9.00%	+6.28%
2025	+61.59%	+18.26%
2024	+27.01%	+14.28%
2023	+11.98%	+19.01%
2022	+0.97%	+9.89%
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 RDVI Drawdown Comparison

The maximum drawdown for OUNZ was -21.77%, occurring on Dec 17, 2015. Recovery took 499 trading sessions.

The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The current OUNZ drawdown is -12.45%. The current RDVI drawdown is -1.30%.

Rank	OUNZ	RDVI
#1	-21.77% Jul 11, 2014 - Jul 5, 2016	-18.34% Nov 25, 2024 - Jul 22, 2025
#2	-21.76% Aug 6, 2020 - Mar 1, 2024	-12.56% Feb 2, 2023 - Jul 18, 2023
#3	-19.14% Jan 29, 2026 - Mar 26, 2026	-11.09% Jul 31, 2023 - Dec 13, 2023
#4	-17.58% Jul 8, 2016 - Jun 20, 2019	-8.47% Feb 26, 2026 - Apr 13, 2026
#5	-12.51% Mar 9, 2020 - Apr 9, 2020	-7.88% Jul 31, 2024 - Aug 30, 2024
#6	-10.10% Oct 20, 2025 - Dec 22, 2025	-6.67% Nov 30, 2022 - Jan 13, 2023
#7	-8.10% Oct 30, 2024 - Jan 30, 2025	-5.19% Mar 28, 2024 - Jul 15, 2024
#8	-7.12% Apr 21, 2025 - Jun 13, 2025	-4.58% Aug 30, 2024 - Sep 19, 2024
#9	-6.57% Sep 4, 2019 - Jan 6, 2020	-4.42% Oct 27, 2025 - Nov 28, 2025
#10	-5.75% May 20, 2024 - Jul 16, 2024	-4.07% Oct 6, 2025 - Oct 27, 2025
#11	-4.93% Dec 26, 2025 - Jan 12, 2026	-3.75% Dec 27, 2023 - Jan 30, 2024
#12	-4.91% Feb 24, 2020 - Mar 5, 2020	-3.29% Nov 1, 2022 - Nov 7, 2022
#13	-4.84% Mar 31, 2025 - Apr 10, 2025	-3.27% Jan 13, 2023 - Jan 23, 2023
#14	-4.84% Jun 13, 2025 - Aug 29, 2025	-2.93% Oct 17, 2024 - Nov 6, 2024
#15	-4.38% Jul 16, 2024 - Aug 12, 2024	-2.85% Jul 16, 2024 - Jul 31, 2024