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OUNZ vs BAR

BAR is a mutual fund, whereas OUNZ is an ETF. BAR has a lower expense ratio than OUNZ (0.17% vs 0.25%). Below is the comparison between BAR and OUNZ.

BAR OUNZ
Security Type Mutual fund ETF
Segment N/A Commodities: Precious Metals Gold
Family Graniteshares Merk
Net Assets $1.15B $495.70M
Expense Ratio 0.17% 0.25%
Management Style passive passive (index-based)
Dividend Yield N/A 0.00%
Minimum Investment N/A N/A
YTD Return -1.32% -1.30%
1-Year Return 8.81% 8.29%
3-Year Return 12.80% 12.64%
5-Year Return N/A 7.64%
10-Year Return N/A 0.00%

BAR description

The Fund seeks for the value of the Shares to reflect, at any given time, the price of gold owned by the Trust at that time less the Trusts accrued expenses and liabilities as of that time. The Fund intends to constitute a simple and cost-effective means of making an investment similar to an investment in gold.

BAR performance & returns

YTD Return -1.32%
1-Month Return 2.08%
3-Month Return 8.81%
1-Year Return 8.81%
3-Year Return 12.80%
5-Year Return N/A
10-Year Return N/A
BAR expense ratio is 0.17%.

BAR holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Physical Gold Bullion N/A 100.00%

Other relevant BAR comparisons

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    OUNZ description

    The Fund seeks to provide investors with an opportunity to invest in gold through the shares and to be able to take delivery of physical gold in exchange for those shares. The Trust's secondary objective is for the shares to reflect the performance of the price of gold less the expenses of the Trusts operations.

    OUNZ performance & returns

    YTD Return -1.30%
    1-Month Return 2.12%
    3-Month Return 8.94%
    1-Year Return 8.29%
    3-Year Return 12.64%
    5-Year Return 7.64%
    10-Year Return 0.00%
    OUNZ expense ratio is 0.25%.

    OUNZ holdings

    Top 10 Holdings (100.00% of Total Assets)

    Name Symbol % Assets
    Gold Oz. N/A 100.00%

    Other relevant OUNZ comparisons

    You may also want to check out the following OUNZ comparisons that investors often look for on Finny

    Or use Finny Compare Wizard to create a comparison you’d like to see.

    You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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