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PWB vs OUNZ

Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed PWB, delivering a return of +17.0% compared to +16.8%

PWB vs OUNZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWB
$2.40B
Winner
OUNZ
$2.50B
Expense Ratio
PWB
0.55%
Winner
OUNZ
0.25%
Max Drawdown
PWB
52.98%
Winner
OUNZ
26.09%
Sharpe Ratio
Winner
PWB
1.44
OUNZ
0.68
5Y Beta
PWB
1.21
Winner
OUNZ
0.23
P/E Ratio
PWB
41.68
OUNZ
N/A
Forward P/E
PWB
27.99
OUNZ
N/A
PEG Ratio
PWB
0.35
OUNZ
N/A
5Y Dividends CAGR
PWB
-25.19%
OUNZ
N/A
5Y EPS CAGR
PWB
25.06%
OUNZ
N/A
Debt to Equity
PWB
-2.14%
OUNZ
N/A
P/S Ratio
PWB
7.07
OUNZ
N/A
P/B Ratio
PWB
12.55
OUNZ
N/A

PWB vs OUNZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PWB
-2.35%
OUNZ
-6.09%
3M
Winner
PWB
+14.59%
OUNZ
-16.37%
6M
Winner
PWB
+22.46%
OUNZ
-12.58%
1Y
Winner
PWB
+37.94%
OUNZ
+20.98%
5Y(CAGR)
PWB
+16.80%
Winner
OUNZ
+17.01%
10Y(CAGR)
Winner
PWB
+17.95%
OUNZ
+11.41%
Max(CAGR)
Winner
PWB
+12.34%
OUNZ
+9.49%

PWB vs OUNZ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPWBOUNZ
2026+25.41%-6.48%
2025+24.92%+61.59%
2024+33.11%+27.01%
2023+32.25%+11.98%
2022-25.87%+0.97%
2021+20.63%-6.17%
2020+31.03%+23.96%
2019+24.71%+17.90%
2018+0.24%-3.19%
2017+29.93%+12.03%
2016+5.00%+6.65%
2015+7.96%-11.15%
2014+14.05%-8.73%
2013+33.83%N/A
2012+17.97%N/A
2011-0.70%N/A
2010+12.60%N/A
2009+30.14%N/A
2008-41.42%N/A
2007+12.42%N/A
2006+3.53%N/A
2005+6.67%N/A

PWB vs OUNZ Drawdown Comparison

The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.

The maximum drawdown for OUNZ was -26.09%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current PWB drawdown is -4.14%. The current OUNZ drawdown is -24.88%.

RankPWBOUNZ
#1-52.58%
Oct 12, 2007 - Mar 26, 2012
-26.09%
Jan 29, 2026 - Jun 24, 2026
#2-32.36%
Feb 19, 2020 - Jul 2, 2020
-21.77%
Jul 11, 2014 - Jul 5, 2016
#3-31.41%
Dec 27, 2021 - Jan 24, 2024
-21.76%
Aug 6, 2020 - Mar 1, 2024
#4-22.10%
Feb 18, 2025 - Jun 2, 2025
-17.58%
Jul 8, 2016 - Jun 20, 2019
#5-20.50%
Oct 1, 2018 - Apr 5, 2019
-12.51%
Mar 9, 2020 - Apr 9, 2020
#6-13.94%
Jul 20, 2015 - Jul 8, 2016
-10.10%
Oct 20, 2025 - Dec 22, 2025
#7-13.46%
Feb 12, 2021 - Apr 15, 2021
-8.10%
Oct 30, 2024 - Jan 30, 2025
#8-12.18%
Apr 6, 2006 - Dec 11, 2006
-7.12%
Apr 21, 2025 - Jun 13, 2025
#9-12.11%
Jan 29, 2026 - Apr 13, 2026
-6.57%
Sep 4, 2019 - Jan 6, 2020
#10-10.04%
Jul 16, 2024 - Sep 19, 2024
-5.75%
May 20, 2024 - Jul 16, 2024
#11-9.98%
Jan 26, 2018 - May 21, 2018
-4.93%
Dec 26, 2025 - Jan 12, 2026
#12-9.63%
Sep 2, 2020 - Nov 5, 2020
-4.91%
Feb 24, 2020 - Mar 5, 2020
#13-9.53%
May 2, 2012 - Sep 6, 2012
-4.84%
Mar 31, 2025 - Apr 10, 2025
#14-9.16%
Jul 17, 2007 - Sep 21, 2007
-4.84%
Jun 13, 2025 - Aug 29, 2025
#15-8.75%
Oct 29, 2025 - Jan 6, 2026
-4.38%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between PWB and OUNZ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

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