BBC vs OILD

Comparison between VIRTUS BIOTECH CLINICAL TRIALS ETF (BBC, ETF) and Bank of Montreal (OILD, ETF).

BBC is from the Healthcare sector, while OILD is from the Energy sector.

5-Year PerformanceBBC has outperformed OILD, delivering a return of +2.0% compared to -58.8%

BBC vs OILD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBC(ETF)	OILD(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.65%	N/A
Max Drawdown	77.16%	99.75%
Sharpe Ratio	2.52	-1.64
5Y Beta	1.19	-1.63
P/E Ratio	-3.46	20.77
Forward P/E	N/A	11.95
PEG Ratio	N/A	0.79
5Y EPS CAGR	N/A	18.26%
Debt to Equity	0.67%	45.52%
P/S Ratio	16.89	1.75
P/B Ratio	3.80	2.29

Net Assets

BBC

$53M

Winner

OILD

$53M

Expense Ratio

BBC

0.65%

OILD

N/A

Max Drawdown

Winner

BBC

77.16%

OILD

99.75%

Sharpe Ratio

Winner

BBC

2.52

OILD

-1.64

5Y Beta

BBC

1.19

Winner

OILD

-1.63

P/E Ratio

Winner

BBC

-3.46

OILD

20.77

Forward P/E

BBC

N/A

OILD

11.95

PEG Ratio

BBC

N/A

OILD

0.79

5Y EPS CAGR

BBC

N/A

OILD

18.26%

Debt to Equity

Winner

BBC

0.67%

OILD

45.52%

P/S Ratio

BBC

16.89

Winner

OILD

1.75

P/B Ratio

BBC

3.80

Winner

OILD

2.29

BBC vs OILD - Holdings Comparison

BBC and OILD have 0 common holdings. Overlap is 0.00%

BBC's top 25 holdings weight is 23.56%. OILD's top 25 holdings weight is 99.45%.

Rank	BBC	OILD
#1	FIRST TRACKS BIOTHERAPEUTICS INC (TRAX) - 1.29%	EXXON MOBIL CORP (XOM) - 14.98%
#2	n/a (DFTX) - 1.16%	CHEVRON CORP (CVX) - 14.67%
#3	REGENXBIO INC (RGNX) - 1.16%	CONOCOPHILLIPS (COP) - 6.57%
#4	MONOPAR THERAPEUTICS INC (MNPR) - 1.15%	SLB LTD (SLB) - 5.47%
#5	MBX BIOSCIENCES INC (MBX) - 1.08%	OCCIDENTAL PETROLEUM CORP (OXY) - 5.39%
#6	SELLAS LIFE SCIENCES GROUP INC (SLS) - 1.03%	DEVON ENERGY CORP (DVN) - 4.48%
#7	APOGEE THERAPEUTICS INC (APGE) - 0.96%	VALERO ENERGY CORP (VLO) - 4.46%
#8	ERASCA INC (ERAS) - 0.95%	BAKER HUGHES CO CLASS A (BKR) - 3.93%
#9	DAMORA THERAPEUTICS INC ORDINARY SHARES (DMRA) - 0.94%	EOG RESOURCES INC (EOG) - 3.88%
#10	UNIQURE NV (QURE) - 0.94%	DIAMONDBACK ENERGY INC (FANG) - 3.59%
#11	ZENAS BIOPHARMA INC (ZBIO) - 0.94%	HALLIBURTON CO (HAL) - 3.41%
#12	JADE BIOSCIENCES INC (JBIO) - 0.90%	CHENIERE ENERGY INC (LNG) - 3.34%
#13	NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.89%	EQT CORP (EQT) - 3.03%
#14	PALVELLA THERAPEUTICS INC (PVLA) - 0.88%	MARATHON PETROLEUM CORP (MPC) - 3.01%
#15	ANNEXON INC ORDINARY SHARES (ANNX) - 0.87%	WILLIAMS COMPANIES INC (WMB) - 2.61%
#16	ATAIBECKLEY INC (ATAI) - 0.86%	PHILLIPS 66 (PSX) - 2.42%
#17	MAPLIGHT THERAPEUTICS INC (MPLT) - 0.85%	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15%
#18	NEUROGENE INC (NGNE) - 0.85%	ONEOK INC (OKE) - 2.05%
#19	ORIC PHARMACEUTICALS INC (ORIC) - 0.85%	TECHNIPFMC PLC (FTI) - 2.01%
#20	SOLID BIOSCIENCES INC (SLDB) - 0.85%	KINDER MORGAN INC CLASS P (KMI) - 1.86%
#21	ROCKET PHARMACEUTICALS INC (RCKT) - 0.84%	APA CORP (APA) - 1.85%
#22	BIOHAVEN LTD (BHVN) - 0.83%	PERMIAN RESOURCES CORP CLASS A (PR) - 1.69%
#23	SANA BIOTECHNOLOGY INC ORDINARY SHARES (SANA) - 0.83%	OVINTIV INC (OVV) - 1.68%
#24	n/a (FDMT) - 0.83%	HF SINCLAIR CORP (DINO) - 0.92%
#25	DYNE THERAPEUTICS INC ORDINARY SHARES (DYN) - 0.83%	N/A
Total Holdings	132	24

BBC vs OILD - Historical Returns

Returns include dividend reinvestment.

Period	BBC	OILD
1 month	+7.78%	-21.50%
3 months	+9.25%	-17.03%
6 months	+21.42%	-50.49%
1 year	+141.61%	-71.08%
5 years(CAGR)	+2.03%	-58.84%
10 years(CAGR)	+10.82%	-44.99%
Max(CAGR)	+6.34%	-44.99%

Winner

BBC

+7.78%

OILD

-21.50%

Winner

BBC

+9.25%

OILD

-17.03%

Winner

BBC

+21.42%

OILD

-50.49%

Winner

BBC

+141.61%

OILD

-71.08%

5Y(CAGR)

Winner

BBC

+2.03%

OILD

-58.84%

10Y(CAGR)

Winner

BBC

+10.82%

OILD

-44.99%

Max(CAGR)

Winner

BBC

+6.34%

OILD

-44.99%

BBC vs OILD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BBC	OILD
2026	+36.71%	-59.40%
2025	+61.24%	-39.41%
2024	-1.80%	-12.09%
2023	-0.08%	-28.11%
2022	-37.30%	-89.31%
2021	-22.69%	+5.20%
2020	+32.55%	+328.36%
2019	+58.55%	-76.92%
2018	-20.74%	+14.01%
2017	+56.63%	-57.71%
2016	-33.53%	N/A
2015	+2.81%	N/A
2014	+3.90%	N/A

BBC vs OILD Drawdown Comparison

The maximum drawdown for BBC was -76.85%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for OILD was -99.75%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current BBC drawdown is -14.41%. The current OILD drawdown is -99.72%.

Rank	BBC	OILD
#1	-76.85% Feb 8, 2021 - Apr 8, 2025	-99.75% Jun 21, 2017 - Mar 27, 2026
#2	-58.50% Jul 17, 2015 - Dec 23, 2019	-30.92% May 4, 2017 - Jun 14, 2017
#3	-40.47% Dec 24, 2019 - May 11, 2020	-28.72% Mar 27, 2017 - May 4, 2017
#4	-16.61% Jun 23, 2020 - Nov 27, 2020	-2.03% Jun 15, 2017 - Jun 19, 2017
#5	-15.83% Mar 19, 2015 - May 29, 2015	N/A
#6	-8.39% May 22, 2020 - Jun 19, 2020	N/A
#7	-8.23% Dec 23, 2020 - Jan 14, 2021	N/A
#8	-8.03% Jan 27, 2015 - Feb 18, 2015	N/A
#9	-7.85% Jun 23, 2015 - Jul 13, 2015	N/A
#10	-6.59% Dec 19, 2014 - Jan 2, 2015	N/A
#11	-5.64% May 11, 2020 - May 18, 2020	N/A
#12	-5.48% Jan 19, 2021 - Feb 2, 2021	N/A
#13	-5.30% Jan 14, 2015 - Jan 27, 2015	N/A
#14	-3.64% Jun 5, 2015 - Jun 22, 2015	N/A
#15	-3.01% Jan 5, 2015 - Jan 8, 2015	N/A