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OUNZ vs UBG

Both OUNZ and UBG are ETFs. OUNZ has a lower 5-year return than UBG (7.64% vs 11.74%). Below is the comparison between OUNZ and UBG.

OUNZ UBG
Security Type ETF ETF
Segment Commodities: Precious Metals Gold Commodities: Precious Metals Gold
Family Merk UBS
Net Assets $495.70M N/A
Expense Ratio 0.25% N/A
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.00% 0.00%
Underlying Index Gold Spot UBS Bloomberg CMCI Gold Total Return Index
YTD Return -1.30% 23.79%
1-Year Return 8.29% 23.79%
3-Year Return 12.64% 12.72%
5-Year Return 7.64% 11.74%
10-Year Return 0.00% 2.14%

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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UBG description

UBG performance & returns

YTD Return 23.79%
1-Month Return 6.68%
3-Month Return 0.46%
1-Year Return 23.79%
3-Year Return 12.72%
5-Year Return 11.74%
10-Year Return 2.14%
UBG expense ratio is N/A.

UBG holdings

Top 10 Holdings (0.00% of Total Assets)

Name Symbol % Assets

Other relevant UBG comparisons

You may also want to check out the following UBG 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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