IVV vs OUNZ
iShares Core S&P 500 ETF vs VanEck Merk Gold ETF
Which is better, IVV or OUNZ?
Large Cap Blend against Gold.
IVV has a lower expense ratio. IVV led over the full window, OUNZ over 1Y, 3Y and 5Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | OUNZ |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.25% |
| AUM | $876.4B | $2.5B |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 1 |
| YTD Return | +12.51%Best | +0.24% |
| 1Y Return | +17.57% | +19.30%Best |
| 3Y Return (annualized) | +21.27% | +31.18%Best |
| 5Y Return (annualized) | +12.95% | +19.12%Best |
| Volatility (annualized) | 14.8%Best | 15.5% |
| Max Drawdown | -33.9% | -26.3%Best |
| $10,000 over 5 years | $18,384 | $23,984Best |
| Fund Family | iShares by BlackRock (US) | VanEck |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Gold |
| Inception | May 15, 2000 | May 16, 2014 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 16, 2014 to Sep 11, 2026 (12.3 years).
IVV vs OUNZ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 12.3 years both funds cover.
IVV vs OUNZ Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VanEck Merk Gold ETF (OUNZ) is an ETF from VanEck. Over the past year IVV returned +17.57% while OUNZ returned +19.30%. Year to date, IVV is up 12.51% versus a gain of 0.24% for OUNZ.
Over three years, IVV compounded at +21.27% per year against +31.18% for OUNZ; over five years the annualized figures are +12.95% and +19.12% respectively. Across the full 12-year window we track, IVV has the edge at +12.74% annualized vs +9.98%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OUNZ has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.8% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.9% for IVV and -26.3% for OUNZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.09. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while OUNZ charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for OUNZ.
You are not choosing between two funds in isolation.
Whichever of IVV and OUNZ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or OUNZ?
IVV has an expense ratio of 0.03% while OUNZ charges 0.25%. IVV is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, IVV or OUNZ?
Over the past year IVV returned +17.57% vs +19.30% for OUNZ, so OUNZ leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +12.74% vs +9.98% for OUNZ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OUNZ?
OUNZ has been the more volatile fund at 15.5% annualized versus 14.8% for IVV. Worst drawdown: IVV -33.9% vs OUNZ -26.3%.
Should I hold both IVV and OUNZ?
IVV and OUNZ have a monthly-return correlation of 0.09, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or OUNZ?
IVV yields 1.06% while OUNZ yields 0.00%, so IVV currently pays the higher dividend yield.
Is OUNZ better than IVV?
IVV has a lower expense ratio. IVV led over the full window, OUNZ over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.