SMTH vs OUNZ
Comparison between ALPS | SMITH CORE PLUS BOND ETF (SMTH, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).
SMTH vs OUNZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMTH
$2.70B
Winner
OUNZ
$2.80B
Expense Ratio
SMTH
0.59%
Winner
OUNZ
0.25%
Max Drawdown
Winner
SMTH
5.62%
OUNZ
24.36%
Sharpe Ratio
SMTH
0.24
Winner
OUNZ
0.73
5Y Beta
Winner
SMTH
0.05
OUNZ
0.23
SMTH vs OUNZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMTH
+0.67%
OUNZ
-8.81%
3M
Winner
SMTH
+0.96%
OUNZ
-6.59%
6M
Winner
SMTH
+0.70%
OUNZ
-8.64%
1Y
SMTH
+4.96%
Winner
OUNZ
+21.44%
5Y(CAGR)
SMTH
N/A
OUNZ
+17.99%
10Y(CAGR)
SMTH
N/A
OUNZ
+12.20%
Max(CAGR)
SMTH
+5.39%
Winner
OUNZ
+9.67%
SMTH vs OUNZ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | SMTH | OUNZ |
|---|---|---|
| 2026 | +0.64% | -5.16% |
| 2025 | +7.02% | +61.59% |
| 2024 | +2.99% | +27.01% |
| 2023 | +3.49% | +11.98% |
| 2022 | N/A | +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% |
SMTH vs OUNZ Drawdown Comparison
The maximum drawdown for SMTH was -4.11%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The maximum drawdown for OUNZ was -24.36%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current SMTH drawdown is -1.18%. The current OUNZ drawdown is -23.82%.
| Rank | SMTH | OUNZ |
|---|---|---|
| #1 | -4.11% Sep 16, 2024 - Apr 3, 2025 | -24.36% Jan 29, 2026 - Jun 10, 2026 |
| #2 | -2.98% Dec 27, 2023 - Jun 5, 2024 | -21.77% Jul 11, 2014 - Jul 5, 2016 |
| #3 | -2.74% Feb 27, 2026 - Mar 27, 2026 | -21.76% Aug 6, 2020 - Mar 1, 2024 |
| #4 | -2.53% Apr 3, 2025 - Jun 24, 2025 | -17.58% Jul 8, 2016 - Jun 20, 2019 |
| #5 | -1.43% Jul 1, 2025 - Jul 29, 2025 | -12.51% Mar 9, 2020 - Apr 9, 2020 |
| #6 | -1.39% Jun 13, 2024 - Jul 11, 2024 | -10.10% Oct 20, 2025 - Dec 22, 2025 |
| #7 | -1.16% Aug 2, 2024 - Aug 20, 2024 | -8.10% Oct 30, 2024 - Jan 30, 2025 |
| #8 | -0.99% Oct 28, 2025 - Nov 26, 2025 | -7.12% Apr 21, 2025 - Jun 13, 2025 |
| #9 | -0.97% Jun 5, 2024 - Jun 13, 2024 | -6.57% Sep 4, 2019 - Jan 6, 2020 |
| #10 | -0.87% Nov 26, 2025 - Feb 9, 2026 | -5.75% May 20, 2024 - Jul 16, 2024 |
| #11 | -0.65% Sep 16, 2025 - Oct 13, 2025 | -4.93% Dec 26, 2025 - Jan 12, 2026 |
| #12 | -0.64% Jul 17, 2024 - Jul 30, 2024 | -4.91% Feb 24, 2020 - Mar 5, 2020 |
| #13 | -0.53% Aug 23, 2024 - Sep 4, 2024 | -4.84% Mar 31, 2025 - Apr 10, 2025 |
| #14 | -0.47% Aug 5, 2025 - Aug 22, 2025 | -4.84% Jun 13, 2025 - Aug 29, 2025 |
| #15 | -0.39% Aug 28, 2025 - Sep 4, 2025 | -4.38% Jul 16, 2024 - Aug 12, 2024 |
Correlation
Correlation between SMTH 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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