PRFZ vs OUNZ

Comparison between INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed PRFZ, delivering a return of +18.0% compared to +10.8%

PRFZ vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRFZ(ETF)	OUNZ(ETF)
Net Assets	$2.70B	$2.80B
Expense Ratio	0.34%	0.25%
Max Drawdown	63.04%	24.36%
Sharpe Ratio	1.56	0.73
5Y Beta	1.04	0.23
P/E Ratio	-17.86	N/A
Forward P/E	13.97	N/A
5Y Dividends CAGR	8.89%	N/A
5Y EPS CAGR	11.12%	N/A
Debt to Equity	21.67%	N/A
P/S Ratio	1.01	N/A
P/B Ratio	2.05	N/A

Net Assets

PRFZ

$2.70B

Winner

OUNZ

$2.80B

Expense Ratio

PRFZ

0.34%

Winner

OUNZ

0.25%

Max Drawdown

PRFZ

63.04%

Winner

OUNZ

24.36%

Sharpe Ratio

Winner

PRFZ

1.56

OUNZ

0.73

5Y Beta

PRFZ

1.04

Winner

OUNZ

0.23

P/E Ratio

PRFZ

-17.86

OUNZ

N/A

Forward P/E

PRFZ

13.97

OUNZ

N/A

5Y Dividends CAGR

PRFZ

8.89%

OUNZ

N/A

5Y EPS CAGR

PRFZ

11.12%

OUNZ

N/A

Debt to Equity

PRFZ

21.67%

OUNZ

N/A

P/S Ratio

PRFZ

1.01

OUNZ

N/A

P/B Ratio

PRFZ

2.05

OUNZ

N/A

PRFZ vs OUNZ - Historical Returns

Returns include dividend reinvestment.

Period	PRFZ	OUNZ
1 month	+3.82%	-8.81%
3 months	+16.02%	-6.59%
6 months	+13.70%	-8.64%
1 year	+34.10%	+21.44%
5 years(CAGR)	+10.84%	+17.99%
10 years(CAGR)	+15.75%	+12.20%
Max(CAGR)	+14.40%	+9.67%

Winner

PRFZ

+3.82%

OUNZ

-8.81%

Winner

PRFZ

+16.02%

OUNZ

-6.59%

Winner

PRFZ

+13.70%

OUNZ

-8.64%

Winner

PRFZ

+34.10%

OUNZ

+21.44%

5Y(CAGR)

PRFZ

+10.84%

Winner

OUNZ

+17.99%

10Y(CAGR)

Winner

PRFZ

+15.75%

OUNZ

+12.20%

Max(CAGR)

Winner

PRFZ

+14.40%

OUNZ

+9.67%

PRFZ vs OUNZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PRFZ	OUNZ
2026	+15.35%	-5.16%
2025	+11.06%	+61.59%
2024	+13.71%	+27.01%
2023	+24.62%	+11.98%
2022	-12.55%	+0.97%
2021	+34.95%	-6.17%
2020	+17.60%	+23.96%
2019	+27.68%	+17.90%
2018	-7.82%	-3.19%
2017	+17.59%	+12.03%
2016	+34.66%	+6.65%
2015	+0.15%	-11.15%
2014	+10.22%	-8.73%
2013	+43.79%	N/A
2012	+24.62%	N/A
2011	-4.02%	N/A
2010	+30.13%	N/A
2009	+60.71%	N/A
2008	-35.23%	N/A
2007	+2.35%	N/A
2006	+9.12%	N/A

PRFZ vs OUNZ Drawdown Comparison

The maximum drawdown for PRFZ was -59.90%, occurring on Mar 9, 2009. Recovery took 663 trading sessions.

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

The current PRFZ drawdown is -0.43%. The current OUNZ drawdown is -23.82%.

Rank	PRFZ	OUNZ
#1	-59.90% Jul 13, 2007 - Mar 2, 2010	-24.36% Jan 29, 2026 - Jun 10, 2026
#2	-42.30% Jan 16, 2020 - Nov 10, 2020	-21.77% Jul 11, 2014 - Jul 5, 2016
#3	-28.34% Jul 7, 2011 - Feb 17, 2012	-21.76% Aug 6, 2020 - Mar 1, 2024
#4	-26.54% Nov 25, 2024 - Sep 5, 2025	-17.58% Jul 8, 2016 - Jun 20, 2019
#5	-23.84% Aug 31, 2018 - Dec 12, 2019	-12.51% Mar 9, 2020 - Apr 9, 2020
#6	-23.60% Nov 8, 2021 - Jul 13, 2023	-10.10% Oct 20, 2025 - Dec 22, 2025
#7	-21.94% Apr 23, 2010 - Dec 2, 2010	-8.10% Oct 30, 2024 - Jan 30, 2025
#8	-21.31% Jun 23, 2015 - Jul 11, 2016	-7.12% Apr 21, 2025 - Jun 13, 2025
#9	-17.16% Jul 31, 2023 - Dec 14, 2023	-6.57% Sep 4, 2019 - Jan 6, 2020
#10	-13.60% Mar 26, 2012 - Sep 7, 2012	-5.75% May 20, 2024 - Jul 16, 2024
#11	-11.82% Jul 3, 2014 - Dec 19, 2014	-4.93% Dec 26, 2025 - Jan 12, 2026
#12	-10.39% Jan 22, 2026 - Apr 17, 2026	-4.91% Feb 24, 2020 - Mar 5, 2020
#13	-9.72% Apr 29, 2011 - Jul 7, 2011	-4.84% Mar 31, 2025 - Apr 10, 2025
#14	-9.42% Jul 31, 2024 - Sep 19, 2024	-4.84% Jun 13, 2025 - Aug 29, 2025
#15	-9.27% Jan 23, 2018 - May 16, 2018	-4.38% Jul 16, 2024 - Aug 12, 2024