SLQD vs OUNZ

Comparison between ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed SLQD, delivering a return of +19.0% compared to +2.6%

SLQD vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLQD(ETF)	OUNZ(ETF)
Net Assets	$2.40B	$2.50B
Expense Ratio	0.06%	0.25%
Max Drawdown	12.69%	26.31%
Sharpe Ratio	-0.28	0.81
5Y Beta	0.03	0.22
5Y Dividends CAGR	15.88%	N/A

Net Assets

SLQD

$2.40B

Winner

OUNZ

$2.50B

Expense Ratio

Winner

SLQD

0.06%

OUNZ

0.25%

Max Drawdown

Winner

SLQD

12.69%

OUNZ

26.31%

Sharpe Ratio

SLQD

-0.28

Winner

OUNZ

0.81

5Y Beta

Winner

SLQD

0.03

OUNZ

0.22

5Y Dividends CAGR

SLQD

15.88%

OUNZ

N/A

SLQD vs OUNZ - Historical Returns

Returns include dividend reinvestment.

Period	SLQD	OUNZ
1 month	+0.00%	+2.02%
3 months	+0.46%	-9.55%
6 months	+0.78%	-14.35%
1 year	+3.34%	+25.67%
5 years(CAGR)	+2.59%	+18.98%
10 years(CAGR)	+2.62%	+11.91%
Max(CAGR)	+2.51%	+9.86%

SLQD

+0.00%

Winner

OUNZ

+2.02%

Winner

SLQD

+0.46%

OUNZ

-9.55%

Winner

SLQD

+0.78%

OUNZ

-14.35%

SLQD

+3.34%

Winner

OUNZ

+25.67%

5Y(CAGR)

SLQD

+2.59%

Winner

OUNZ

+18.98%

10Y(CAGR)

SLQD

+2.62%

Winner

OUNZ

+11.91%

Max(CAGR)

SLQD

+2.51%

Winner

OUNZ

+9.86%

SLQD vs OUNZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SLQD	OUNZ
2026	+1.25%	-2.04%
2025	+6.23%	+61.59%
2024	+5.15%	+27.01%
2023	+5.87%	+11.98%
2022	-4.27%	+0.97%
2021	-0.53%	-6.17%
2020	+4.70%	+23.96%
2019	+6.05%	+17.90%
2018	+1.15%	-3.19%
2017	+2.17%	+12.03%
2016	+1.81%	+6.65%
2015	+1.23%	-11.15%
2014	+1.65%	-8.73%
2013	+0.49%	N/A

SLQD vs OUNZ Drawdown Comparison

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The maximum drawdown for OUNZ was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The current SLQD drawdown is -0.11%. The current OUNZ drawdown is -21.31%.

Rank	SLQD	OUNZ
#1	-12.69% Mar 4, 2020 - May 19, 2020	-26.31% Jan 29, 2026 - Jul 16, 2026
#2	-7.63% Aug 2, 2021 - Dec 20, 2023	-21.77% Jul 11, 2014 - Jul 5, 2016
#3	-1.52% Aug 24, 2016 - Apr 11, 2017	-21.76% Aug 6, 2020 - Mar 1, 2024
#4	-1.16% Sep 8, 2017 - Aug 13, 2018	-17.58% Jul 8, 2016 - Jun 20, 2019
#5	-1.06% Feb 27, 2026 - May 28, 2026	-12.51% Mar 9, 2020 - Apr 9, 2020
#6	-1.05% Oct 27, 2015 - Mar 16, 2016	-10.10% Oct 20, 2025 - Dec 22, 2025
#7	-0.96% Apr 15, 2015 - Oct 14, 2015	-8.10% Oct 30, 2024 - Jan 30, 2025
#8	-0.92% Apr 3, 2025 - Apr 25, 2025	-7.12% Apr 21, 2025 - Jun 13, 2025
#9	-0.87% Dec 31, 2020 - May 25, 2021	-6.57% Sep 4, 2019 - Jan 6, 2020
#10	-0.82% Sep 27, 2024 - Dec 6, 2024	-5.75% May 20, 2024 - Jul 16, 2024
#11	-0.77% Jan 30, 2015 - Mar 18, 2015	-4.93% Dec 26, 2025 - Jan 12, 2026
#12	-0.77% Oct 15, 2014 - Jan 9, 2015	-4.91% Feb 24, 2020 - Mar 5, 2020
#13	-0.76% Mar 27, 2024 - May 3, 2024	-4.84% Mar 31, 2025 - Apr 10, 2025
#14	-0.74% Sep 4, 2019 - Oct 1, 2019	-4.84% Jun 13, 2025 - Aug 29, 2025
#15	-0.67% Aug 19, 2014 - Oct 8, 2014	-4.38% Jul 16, 2024 - Aug 12, 2024