StockComparison Logo
vs

SPUS vs OUNZ

Comparison between SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed SPUS, delivering a return of +18.8% compared to +16.1%

SPUS vs OUNZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPUS
$2.70B
Winner
OUNZ
$2.80B
Expense Ratio
SPUS
0.45%
Winner
OUNZ
0.25%
Max Drawdown
SPUS
30.80%
Winner
OUNZ
24.36%
Sharpe Ratio
Winner
SPUS
1.67
OUNZ
0.82
5Y Beta
SPUS
1.12
Winner
OUNZ
0.23
P/E Ratio
SPUS
33.52
OUNZ
N/A
Forward P/E
SPUS
24.01
OUNZ
N/A
PEG Ratio
SPUS
0.33
OUNZ
N/A
5Y Dividends CAGR
SPUS
1.14%
OUNZ
N/A
5Y EPS CAGR
SPUS
32.08%
OUNZ
N/A
Debt to Equity
SPUS
44.76%
OUNZ
N/A
P/S Ratio
SPUS
5.50
OUNZ
N/A
P/B Ratio
SPUS
9.25
OUNZ
N/A

SPUS vs OUNZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPUS
+0.44%
OUNZ
-7.12%
3M
Winner
SPUS
+13.81%
OUNZ
-15.33%
6M
Winner
SPUS
+13.90%
OUNZ
-2.61%
1Y
Winner
SPUS
+33.19%
OUNZ
+24.76%
5Y(CAGR)
SPUS
+16.14%
Winner
OUNZ
+18.75%
10Y(CAGR)
SPUS
N/A
OUNZ
+12.21%
Max(CAGR)
Winner
SPUS
+18.47%
OUNZ
+9.95%

SPUS vs OUNZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearSPUSOUNZ
2026+10.84%-2.33%
2025+19.94%+61.59%
2024+27.91%+27.01%
2023+35.56%+11.98%
2022-23.12%+0.97%
2021+37.94%-6.17%
2020+23.99%+23.96%
2019+0.81%+17.90%
2018N/A-3.19%
2017N/A+12.03%
2016N/A+6.65%
2015N/A-11.15%
2014N/A-8.73%

SPUS vs OUNZ Drawdown Comparison

The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

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

The current SPUS drawdown is -4.84%. The current OUNZ drawdown is -21.55%.

RankSPUSOUNZ
#1-30.80%
Feb 19, 2020 - Jul 6, 2020
-24.36%
Jan 29, 2026 - Jun 10, 2026
#2-28.06%
Dec 27, 2021 - Dec 12, 2023
-21.77%
Jul 11, 2014 - Jul 5, 2016
#3-22.82%
Jan 23, 2025 - Jul 2, 2025
-21.76%
Aug 6, 2020 - Mar 1, 2024
#4-11.46%
Jul 10, 2024 - Oct 14, 2024
-17.58%
Jul 8, 2016 - Jun 20, 2019
#5-10.66%
Jan 28, 2026 - Apr 15, 2026
-12.51%
Mar 9, 2020 - Apr 9, 2020
#6-9.94%
Sep 2, 2020 - Dec 8, 2020
-10.10%
Oct 20, 2025 - Dec 22, 2025
#7-8.19%
Feb 12, 2021 - Apr 5, 2021
-8.10%
Oct 30, 2024 - Jan 30, 2025
#8-6.91%
Jun 2, 2026 - Jun 10, 2026
-7.12%
Apr 21, 2025 - Jun 13, 2025
#9-6.71%
Sep 3, 2021 - Oct 26, 2021
-6.57%
Sep 4, 2019 - Jan 6, 2020
#10-6.56%
Mar 22, 2024 - May 15, 2024
-5.75%
May 20, 2024 - Jul 16, 2024
#11-5.74%
Oct 29, 2025 - Jan 27, 2026
-4.93%
Dec 26, 2025 - Jan 12, 2026
#12-4.76%
Apr 23, 2021 - Jun 10, 2021
-4.91%
Feb 24, 2020 - Mar 5, 2020
#13-4.50%
Dec 16, 2024 - Jan 23, 2025
-4.84%
Mar 31, 2025 - Apr 10, 2025
#14-3.69%
Jan 26, 2021 - Feb 4, 2021
-4.84%
Jun 13, 2025 - Aug 29, 2025
#15-3.59%
Nov 19, 2021 - Dec 8, 2021
-4.38%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between SPUS and OUNZ is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Select Stocks to Compare