OZEM vs BGLD
Comparison between ROUNDHILL GLP-1 & WEIGHT LOSS ETF (OZEM, ETF) and FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF (BGLD, ETF).
OZEM vs BGLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OZEM
$52M
Winner
BGLD
$52M
Expense Ratio
Winner
OZEM
0.59%
BGLD
0.91%
Max Drawdown
Winner
OZEM
28.80%
BGLD
35.10%
Sharpe Ratio
Winner
OZEM
0.74
BGLD
0.72
5Y Beta
OZEM
0.76
Winner
BGLD
0.17
P/E Ratio
OZEM
105.00
BGLD
N/A
PEG Ratio
OZEM
1.25
BGLD
N/A
5Y EPS CAGR
OZEM
23.63%
BGLD
N/A
Debt to Equity
OZEM
109.39%
BGLD
N/A
P/B Ratio
OZEM
5.05
BGLD
N/A
OZEM vs BGLD - Historical Returns
Returns include dividend reinvestment.
1M
OZEM
-3.42%
Winner
BGLD
-1.34%
3M
Winner
OZEM
-5.32%
BGLD
-6.11%
6M
OZEM
-5.02%
Winner
BGLD
+0.17%
1Y
Winner
OZEM
+21.08%
BGLD
+12.42%
5Y(CAGR)
OZEM
N/A
BGLD
+11.03%
Max(CAGR)
OZEM
+10.14%
Winner
BGLD
+10.19%
OZEM vs BGLD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OZEM | BGLD |
|---|---|---|
| 2026 | -11.29% | -1.86% |
| 2025 | +41.48% | +32.78% |
| 2024 | -3.77% | +21.90% |
| 2023 | N/A | +12.43% |
| 2022 | N/A | -1.59% |
| 2021 | N/A | -5.57% |
OZEM vs BGLD Drawdown Comparison
The maximum drawdown for OZEM was -28.64%, occurring on Apr 8, 2025. Recovery took 249 trading sessions.
The maximum drawdown for BGLD was -16.19%, occurring on Nov 3, 2022. Recovery took 608 trading sessions.
The current OZEM drawdown is -17.69%. The current BGLD drawdown is -8.70%.
| Rank | OZEM | BGLD |
|---|---|---|
| #1 | -28.64% Oct 7, 2024 - Oct 6, 2025 | -16.19% May 28, 2021 - Oct 27, 2023 |
| #2 | -19.16% Jan 26, 2026 - Apr 29, 2026 | -11.11% Mar 2, 2026 - Mar 26, 2026 |
| #3 | -11.06% Jul 15, 2024 - Aug 19, 2024 | -6.59% Jan 21, 2021 - May 14, 2021 |
| #4 | -6.34% Aug 30, 2024 - Oct 7, 2024 | -5.19% Oct 30, 2024 - Nov 22, 2024 |
| #5 | -6.31% Oct 6, 2025 - Nov 4, 2025 | -3.78% Jul 22, 2025 - Aug 28, 2025 |
| #6 | -4.50% Nov 26, 2025 - Dec 8, 2025 | -3.74% Dec 27, 2023 - Mar 4, 2024 |
| #7 | -3.34% Dec 15, 2025 - Dec 23, 2025 | -3.43% Apr 2, 2025 - Apr 10, 2025 |
| #8 | -2.69% Dec 26, 2025 - Jan 7, 2026 | -3.39% Dec 11, 2024 - Jan 15, 2025 |
| #9 | -2.33% May 21, 2024 - Jun 3, 2024 | -3.21% Oct 30, 2023 - Nov 21, 2023 |
| #10 | -2.25% Dec 8, 2025 - Dec 10, 2025 | -3.20% Jul 16, 2024 - Aug 12, 2024 |
| #11 | -2.14% Jul 1, 2024 - Jul 5, 2024 | -3.14% Dec 1, 2023 - Dec 26, 2023 |
| #12 | -1.80% Jan 14, 2026 - Jan 16, 2026 | -3.11% Jun 13, 2025 - Jul 22, 2025 |
| #13 | -1.74% Jun 25, 2024 - Jul 1, 2024 | -2.83% Jun 6, 2024 - Jul 5, 2024 |
| #14 | -1.47% Nov 19, 2025 - Nov 25, 2025 | -2.69% Dec 26, 2025 - Jan 12, 2026 |
| #15 | -1.33% Jan 16, 2026 - Jan 22, 2026 | -2.56% Nov 22, 2024 - Dec 11, 2024 |
Correlation
Correlation between OZEM and BGLD is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2022 - 2025)
OZEM vs BGLD dividend yield comparison.
| Year | OZEM | BGLD |
|---|---|---|
| 2025 | 1.20% | 44.32% |
| 2024 | 0.22% | 25.04% |
| 2023 | 0.00% | 10.49% |
| 2022 | 0.00% | 0.40% |
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