DVND vs OILD

Comparison between TOUCHSTONE DIVIDEND SELECT ETF (DVND, ETF) and Bank of Montreal (OILD, ETF).

DVND vs OILD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVND(ETF)	OILD(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.50%	N/A
Max Drawdown	15.05%	99.75%
Sharpe Ratio	1.16	-1.78
5Y Beta	0.71	-1.64
P/E Ratio	22.59	20.77
Forward P/E	18.07	11.99
PEG Ratio	0.63	0.79
5Y EPS CAGR	10.12%	18.26%
Debt to Equity	-6.17%	45.52%
P/S Ratio	2.59	1.75
P/B Ratio	3.77	2.29

Net Assets

DVND

$53M

Winner

OILD

$53M

Expense Ratio

DVND

0.50%

OILD

N/A

Max Drawdown

Winner

DVND

15.05%

OILD

99.75%

Sharpe Ratio

Winner

DVND

1.16

OILD

-1.78

5Y Beta

DVND

0.71

Winner

OILD

-1.64

P/E Ratio

DVND

22.59

Winner

OILD

20.77

Forward P/E

DVND

18.07

Winner

OILD

11.99

PEG Ratio

Winner

DVND

0.63

OILD

0.79

5Y EPS CAGR

DVND

10.12%

Winner

OILD

18.26%

Debt to Equity

Winner

DVND

-6.17%

OILD

45.52%

P/S Ratio

DVND

2.59

Winner

OILD

1.75

P/B Ratio

DVND

3.77

Winner

OILD

2.29

DVND vs OILD - Holdings Comparison

DVND and OILD have 2 common holdings. Overlap is 4.18%

DVND's top 25 holdings weight is 56.25%. OILD's top 25 holdings weight is 99.45%.

Rank	DVND	OILD
#1	MICROSOFT CORP (MSFT) - 3.96%	EXXON MOBIL CORP (XOM) - 14.98%
#2	BROADCOM INC (AVGO) - 3.51%	CHEVRON CORP (CVX) - 14.67%
#3	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 3.39%	CONOCOPHILLIPS (COP) - 6.57%
#4	APPLE INC (AAPL) - 2.80%	SLB LTD (SLB) - 5.47%
#5	ALPHABET INC CLASS C (GOOG) - 2.51%	OCCIDENTAL PETROLEUM CORP (OXY) - 5.39%
#6	KLA CORP (KLAC) - 2.39%	DEVON ENERGY CORP (DVN) - 4.48%
#7	JOHNSON & JOHNSON (JNJ) - 2.37%	VALERO ENERGY CORP (VLO) - 4.46%
#8	BANK OF AMERICA CORP (BAC) - 2.29%	BAKER HUGHES CO CLASS A (BKR) - 3.93%
#9	CISCO SYSTEMS INC (CSCO) - 2.26%	EOG RESOURCES INC (EOG) - 3.88%
#10	VISA INC CLASS A (V) - 2.19%	DIAMONDBACK ENERGY INC (FANG) - 3.59%
#11	EXXONMOBIL HOLDINGS CORP (XOM) - 2.16%	HALLIBURTON CO (HAL) - 3.41%
#12	TEXAS INSTRUMENTS INC (TXN) - 2.03%	CHENIERE ENERGY INC (LNG) - 3.34%
#13	CHEVRON CORP (CVX) - 2.02%	EQT CORP (EQT) - 3.03%
#14	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.97%	MARATHON PETROLEUM CORP (MPC) - 3.01%
#15	PROCTER & GAMBLE CO (PG) - 1.93%	WILLIAMS COMPANIES INC (WMB) - 2.61%
#16	CATERPILLAR INC (CAT) - 1.92%	PHILLIPS 66 (PSX) - 2.42%
#17	THE HOME DEPOT INC (HD) - 1.92%	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15%
#18	CVS HEALTH CORP (CVS) - 1.88%	ONEOK INC (OKE) - 2.05%
#19	META PLATFORMS INC CLASS A (META) - 1.87%	TECHNIPFMC PLC (FTI) - 2.01%
#20	ANALOG DEVICES INC (ADI) - 1.83%	KINDER MORGAN INC CLASS P (KMI) - 1.86%
#21	U.S. BANCORP (USB) - 1.83%	APA CORP (APA) - 1.85%
#22	THE GOLDMAN SACHS GROUP INC (GS) - 1.81%	PERMIAN RESOURCES CORP CLASS A (PR) - 1.69%
#23	WELLS FARGO & CO (WFC) - 1.81%	OVINTIV INC (OVV) - 1.68%
#24	MERCK & CO INC (MRK) - 1.81%	HF SINCLAIR CORP (DINO) - 0.92%
#25	UNITEDHEALTH GROUP INC (UNH) - 1.79%	N/A
Total Holdings	56	24

DVND vs OILD - Historical Returns

Returns include dividend reinvestment.

Period	DVND	OILD
1 month	+0.14%	-24.51%
3 months	+2.99%	-15.79%
6 months	+6.32%	-51.97%
1 year	+14.45%	-70.82%
5 years(CAGR)	N/A	-59.28%
10 years(CAGR)	N/A	-45.29%
Max(CAGR)	+13.30%	-45.29%

Winner

DVND

+0.14%

OILD

-24.51%

Winner

DVND

+2.99%

OILD

-15.79%

Winner

DVND

+6.32%

OILD

-51.97%

Winner

DVND

+14.45%

OILD

-70.82%

5Y(CAGR)

DVND

N/A

OILD

-59.28%

10Y(CAGR)

DVND

N/A

OILD

-45.29%

Max(CAGR)

Winner

DVND

+13.30%

OILD

-45.29%

DVND vs OILD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DVND	OILD
2026	+9.01%	-61.58%
2025	+16.54%	-39.41%
2024	+11.44%	-12.09%
2023	+13.97%	-28.11%
2022	+1.23%	-89.31%
2021	N/A	+5.20%
2020	N/A	+328.36%
2019	N/A	-76.92%
2018	N/A	+14.01%
2017	N/A	-57.71%

DVND vs OILD Drawdown Comparison

The maximum drawdown for DVND was -14.84%, occurring on Oct 12, 2022. Recovery took 69 trading sessions.

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

The current DVND drawdown is -1.37%. The current OILD drawdown is -99.73%.

Rank	DVND	OILD
#1	-14.84% Aug 16, 2022 - Nov 22, 2022	-99.75% Jun 21, 2017 - Mar 27, 2026
#2	-14.64% Feb 20, 2025 - Jun 12, 2025	-30.92% May 4, 2017 - Jun 14, 2017
#3	-9.72% Aug 1, 2023 - Dec 11, 2023	-28.72% Mar 27, 2017 - May 4, 2017
#4	-7.80% Feb 11, 2026 - May 6, 2026	-2.03% Jun 15, 2017 - Jun 19, 2017
#5	-6.81% Feb 13, 2023 - Jun 13, 2023	N/A
#6	-5.96% Nov 29, 2024 - Feb 13, 2025	N/A
#7	-5.16% Mar 28, 2024 - Jun 17, 2024	N/A
#8	-5.04% Jul 31, 2024 - Aug 21, 2024	N/A
#9	-4.50% Nov 30, 2022 - Jan 13, 2023	N/A
#10	-4.50% Oct 27, 2025 - Dec 10, 2025	N/A
#11	-3.41% Oct 14, 2024 - Nov 25, 2024	N/A
#12	-3.06% Jan 13, 2023 - Jan 26, 2023	N/A
#13	-3.04% Oct 3, 2025 - Oct 20, 2025	N/A
#14	-2.87% Jul 23, 2025 - Aug 13, 2025	N/A
#15	-2.74% Aug 30, 2024 - Sep 13, 2024	N/A