OUNZ vs VYM
VanEck Merk Gold ETF vs Vanguard High Dividend Yield ETF
Which is better, OUNZ or VYM?
Gold against Large Cap Value.
VYM has a lower expense ratio. OUNZ led over 1Y, 3Y, 5Y and the full window.
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 | OUNZ | VYM |
|---|---|---|
| Expense Ratio | 0.25% | 0.04%Best |
| AUM | $2.5B | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 1 | 613 |
| YTD Return | +0.24% | +13.91%Best |
| 1Y Return | +19.30%Best | +17.57% |
| 3Y Return (annualized) | +31.18%Best | +18.12% |
| 5Y Return (annualized) | +19.12%Best | +12.17% |
| Volatility (annualized) | 15.5% | 13.6%Best |
| Max Drawdown | -26.3%Best | -35.7% |
| $10,000 over 5 years | $23,984Best | $17,758 |
| Fund Family | VanEck | Vanguard (US) |
| Category | Commodity | Equity |
| Style | Gold | Large Cap Value |
| Inception | May 16, 2014 | Nov 10, 2006 |
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).
OUNZ vs VYM 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.
OUNZ vs VYM Performance
VanEck Merk Gold ETF (OUNZ) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year OUNZ returned +19.30% while VYM returned +17.57%. Year to date, OUNZ is up 0.24% versus a gain of 13.91% for VYM.
Over three years, OUNZ compounded at +31.18% per year against +18.12% for VYM; over five years the annualized figures are +19.12% and +12.17% respectively. Across the full 12-year window we track, OUNZ has the edge at +9.98% annualized vs +9.26%.
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 13.6% for VYM. 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 -26.3% for OUNZ and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.10. They move largely independently of each other.
Fees and Cost Over Time
OUNZ charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, OUNZ currently yields 0.00% against 2.22% for VYM.
You are not choosing between two funds in isolation.
Whichever of OUNZ and VYM 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, OUNZ or VYM?
OUNZ has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, OUNZ or VYM?
Over the past year OUNZ returned +19.30% vs +17.57% for VYM, so OUNZ leads on 1-year performance. Over the longest common window we track (12 years), OUNZ annualized +9.98% vs +9.26% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OUNZ or VYM?
OUNZ has been the more volatile fund at 15.5% annualized versus 13.6% for VYM. Worst drawdown: OUNZ -26.3% vs VYM -35.7%.
Should I hold both OUNZ and VYM?
OUNZ and VYM have a monthly-return correlation of 0.10, 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, OUNZ or VYM?
OUNZ yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than OUNZ?
VYM has a lower expense ratio. OUNZ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.