EFAS vs OILU
Comparison between GLOBAL X MSCI SUPERDIVIDEND EAFE ETF (EFAS, ETF) and Bank of Montreal (OILU, ETF).
5-Year PerformanceEFAS has outperformed OILU, delivering a return of +13.9% compared to +11.7%
EFAS vs OILU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFAS
$48M
OILU
$48M
Expense Ratio
EFAS
0.55%
OILU
N/A
Max Drawdown
Winner
EFAS
51.08%
OILU
81.00%
Sharpe Ratio
Winner
EFAS
2.10
OILU
1.28
5Y Beta
Winner
EFAS
0.35
OILU
1.60
P/E Ratio
EFAS
N/A
OILU
20.77
Forward P/E
EFAS
N/A
OILU
11.95
PEG Ratio
EFAS
N/A
OILU
0.79
5Y Dividends CAGR
EFAS
7.99%
OILU
N/A
5Y EPS CAGR
EFAS
N/A
OILU
18.26%
Debt to Equity
EFAS
N/A
OILU
45.52%
P/S Ratio
EFAS
N/A
OILU
1.75
P/B Ratio
EFAS
N/A
OILU
2.29
EFAS vs OILU - Holdings Comparison
EFAS and OILU have 0 common holdings. Overlap is 0.00%
EFAS's top 25 holdings weight is 54.16%. OILU's top 25 holdings weight is 99.45%.
| Rank | EFAS | OILU |
|---|---|---|
| #1 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 2.64% | EXXON MOBIL CORP (XOM) - 14.98% |
| #2 | BANCO BPM SPA (n/a) - 2.38% | CHEVRON CORP (CVX) - 14.67% |
| #3 | M&G PLC ORDINARY SHARES (n/a) - 2.29% | CONOCOPHILLIPS (COP) - 6.57% |
| #4 | POSTE ITALIANE SPA (n/a) - 2.29% | SLB LTD (SLB) - 5.47% |
| #5 | STANDARD LIFE PLC (n/a) - 2.29% | OCCIDENTAL PETROLEUM CORP (OXY) - 5.39% |
| #6 | LAND SECURITIES GROUP PLC (n/a) - 2.27% | DEVON ENERGY CORP (DVN) - 4.48% |
| #7 | CAIXABANK SA (n/a) - 2.24% | VALERO ENERGY CORP (VLO) - 4.46% |
| #8 | GENERALI (n/a) - 2.21% | BAKER HUGHES CO CLASS A (BKR) - 3.93% |
| #9 | LEGAL & GENERAL GROUP PLC (n/a) - 2.21% | EOG RESOURCES INC (EOG) - 3.88% |
| #10 | SODEXO (n/a) - 2.21% | DIAMONDBACK ENERGY INC (FANG) - 3.59% |
| #11 | AXA SA (n/a) - 2.16% | HALLIBURTON CO (HAL) - 3.41% |
| #12 | AVIVA PLC (n/a) - 2.15% | CHENIERE ENERGY INC (LNG) - 3.34% |
| #13 | ADMIRAL GROUP PLC (n/a) - 2.11% | EQT CORP (EQT) - 3.03% |
| #14 | SVENSKA HANDELSBANKEN AB CLASS A (n/a) - 2.11% | MARATHON PETROLEUM CORP (MPC) - 3.01% |
| #15 | ZURICH INSURANCE GROUP AG (n/a) - 2.10% | WILLIAMS COMPANIES INC (WMB) - 2.61% |
| #16 | AGEAS SA/ NV (n/a) - 2.10% | PHILLIPS 66 (PSX) - 2.42% |
| #17 | CREDIT AGRICOLE SA (n/a) - 2.08% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15% |
| #18 | KLEPIERRE (n/a) - 2.08% | ONEOK INC (OKE) - 2.05% |
| #19 | SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 2.07% | TECHNIPFMC PLC (FTI) - 2.01% |
| #20 | REPSOL SA (n/a) - 2.06% | KINDER MORGAN INC CLASS P (KMI) - 1.86% |
| #21 | NN GROUP NV (n/a) - 2.05% | APA CORP (APA) - 1.85% |
| #22 | EDP-ENERGIAS DE PORTUGAL SA (n/a) - 2.05% | PERMIAN RESOURCES CORP CLASS A (PR) - 1.69% |
| #23 | NATURGY ENERGY GROUP SA (n/a) - 2.04% | OVINTIV INC (OVV) - 1.68% |
| #24 | STOCKLAND CORP LTD (n/a) - 1.99% | HF SINCLAIR CORP (DINO) - 0.92% |
| #25 | GECINA NOM (n/a) - 1.98% | N/A |
| Total Holdings | 56 | 24 |
EFAS vs OILU - Historical Returns
Returns include dividend reinvestment.
1M
EFAS
+4.29%
Winner
OILU
+21.85%
3M
Winner
EFAS
+3.49%
OILU
+1.36%
6M
EFAS
+16.40%
Winner
OILU
+47.31%
1Y
EFAS
+28.89%
Winner
OILU
+100.47%
5Y(CAGR)
Winner
EFAS
+13.92%
OILU
+11.69%
10Y(CAGR)
EFAS
+10.53%
OILU
N/A
Max(CAGR)
EFAS
+10.53%
Winner
OILU
+11.69%
EFAS vs OILU - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | EFAS | OILU |
|---|---|---|
| 2026 | +16.20% | +73.61% |
| 2025 | +46.57% | -19.25% |
| 2024 | +3.72% | -23.77% |
| 2023 | +12.99% | -23.28% |
| 2022 | -8.24% | +132.09% |
| 2021 | +12.63% | -17.87% |
| 2020 | -6.32% | N/A |
| 2019 | +14.59% | N/A |
| 2018 | -12.07% | N/A |
| 2017 | +22.75% | N/A |
| 2016 | +6.02% | N/A |
EFAS vs OILU Drawdown Comparison
The maximum drawdown for EFAS was -44.40%, occurring on Mar 23, 2020. Recovery took 801 trading sessions.
The maximum drawdown for OILU was -81.00%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The current OILU drawdown is -50.37%.
| Rank | EFAS | OILU |
|---|---|---|
| #1 | -44.40% Jan 26, 2018 - Apr 5, 2021 | -81.00% Jun 7, 2022 - Apr 10, 2025 |
| #2 | -28.80% Feb 9, 2022 - Dec 19, 2023 | -29.87% Nov 9, 2021 - Jan 6, 2022 |
| #3 | -11.84% Mar 19, 2025 - Apr 22, 2025 | -26.60% Apr 18, 2022 - May 4, 2022 |
| #4 | -10.12% Sep 27, 2024 - Mar 3, 2025 | -25.46% May 6, 2022 - May 25, 2022 |
| #5 | -8.43% Jun 8, 2021 - Jan 12, 2022 | -21.96% Mar 10, 2022 - Mar 23, 2022 |
| #6 | -7.77% Apr 13, 2017 - Jul 14, 2017 | -17.50% Feb 11, 2022 - Feb 28, 2022 |
| #7 | -6.46% May 15, 2024 - Aug 15, 2024 | -14.21% Jan 14, 2022 - Jan 27, 2022 |
| #8 | -5.58% Dec 27, 2023 - Mar 7, 2024 | -11.42% Mar 25, 2022 - Apr 8, 2022 |
| #9 | -5.30% Feb 27, 2026 - Apr 6, 2026 | -9.16% Apr 8, 2022 - Apr 14, 2022 |
| #10 | -4.66% Sep 15, 2025 - Dec 15, 2025 | -7.66% Feb 7, 2022 - Feb 11, 2022 |
| #11 | -4.14% May 21, 2026 - Jul 15, 2026 | -7.52% Mar 8, 2022 - Mar 10, 2022 |
| #12 | -4.08% Apr 9, 2024 - May 6, 2024 | -4.89% May 27, 2022 - Jun 1, 2022 |
| #13 | -3.84% Aug 22, 2025 - Sep 15, 2025 | -3.76% Feb 2, 2022 - Feb 4, 2022 |
| #14 | -3.42% Oct 20, 2017 - Dec 22, 2017 | -3.16% May 4, 2022 - May 6, 2022 |
| #15 | -3.11% Jan 14, 2022 - Feb 9, 2022 | -2.92% Jan 7, 2022 - Jan 11, 2022 |
Correlation
Correlation between EFAS and OILU is -0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.29
-101
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