RDVI vs OUNZ

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

RDVI vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

RDVI

$2.80B

OUNZ

$2.80B

Expense Ratio

RDVI

0.75%

Winner

OUNZ

0.25%

Max Drawdown

Winner

RDVI

20.66%

OUNZ

21.77%

Sharpe Ratio

Winner

RDVI

1.59

OUNZ

1.25

5Y Beta

RDVI

0.89

Winner

OUNZ

0.18

P/E Ratio

RDVI

18.61

OUNZ

N/A

Forward P/E

RDVI

16.72

OUNZ

N/A

PEG Ratio

RDVI

0.39

OUNZ

N/A

5Y EPS CAGR

RDVI

22.82%

OUNZ

N/A

Debt to Equity

RDVI

25.70%

OUNZ

N/A

P/S Ratio

RDVI

2.54

OUNZ

N/A

P/B Ratio

RDVI

3.46

OUNZ

N/A

RDVI vs OUNZ - Historical Returns

Returns include dividend reinvestment.

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

Winner

RDVI

+2.64%

OUNZ

-0.18%

Winner

RDVI

+2.14%

OUNZ

-7.06%

RDVI

+11.26%

Winner

OUNZ

+17.85%

RDVI

+25.93%

Winner

OUNZ

+42.64%

5Y(CAGR)

RDVI

N/A

OUNZ

+20.56%

10Y(CAGR)

RDVI

N/A

OUNZ

+13.75%

Max(CAGR)

Winner

RDVI

+19.62%

OUNZ

+11.05%

RDVI vs OUNZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	RDVI	OUNZ
2026	+6.28%	+9.00%
2025	+18.26%	+61.59%
2024	+14.28%	+27.01%
2023	+19.01%	+11.98%
2022	+9.89%	+0.97%
2021	N/A	-6.17%
2020	N/A	+23.96%
2019	N/A	+17.90%
2018	N/A	-3.19%
2017	N/A	+12.03%
2016	N/A	+6.65%
2015	N/A	-11.15%
2014	N/A	-8.73%

RDVI vs OUNZ Drawdown Comparison

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

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

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

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