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OUNZ vs SGOL

Both OUNZ and SGOL are ETFs. OUNZ has a lower 5-year return than SGOL (7.64% vs 7.74%). OUNZ has a higher expense ratio than SGOL (0.25% vs 0.17%). Below is the comparison between OUNZ and SGOL.

OUNZ SGOL
Security Type ETF ETF
Segment Commodities: Precious Metals Gold Commodities: Precious Metals Gold
Family Merk ETF Securities
Net Assets $495.70M $2.53B
Expense Ratio 0.25% 0.17%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.00% 0.00%
Underlying Index Gold Spot Gold Spot
YTD Return -1.30% -1.39%
1-Year Return 8.29% 8.45%
3-Year Return 12.64% 12.77%
5-Year Return 7.64% 7.74%
10-Year Return 0.00% 1.71%

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%

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SGOL description

The Fund seeks to reflect the performance of the price of gold bullion. The Shares are intended to offer investors an opportunity to participate in the gold market through an investment in securities.

SGOL performance & returns

YTD Return -1.39%
1-Month Return 2.07%
3-Month Return 8.91%
1-Year Return 8.45%
3-Year Return 12.77%
5-Year Return 7.74%
10-Year Return 1.71%
SGOL expense ratio is 0.17%.

SGOL holdings

Top 10 Holdings (100.00% of Total Assets)

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

Other relevant SGOL comparisons

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