GRNI vs OILD

Comparison between FUNDSTRAT GRANNY SHOTS US LARGE CAP & INCOME ETF (GRNI, ETF) and Bank of Montreal (OILD, ETF).

GRNI vs OILD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GRNI(ETF)	OILD(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.99%	N/A
Max Drawdown	11.81%	99.75%
Sharpe Ratio	0.90	-1.78
5Y Beta	1.08	-1.64
P/E Ratio	33.14	20.77
Forward P/E	21.32	11.99
PEG Ratio	0.70	0.79
5Y EPS CAGR	20.87%	18.26%
Debt to Equity	45.03%	45.52%
P/S Ratio	4.73	1.75
P/B Ratio	6.71	2.29

Net Assets

GRNI

$53M

OILD

$53M

Expense Ratio

GRNI

0.99%

OILD

N/A

Max Drawdown

Winner

GRNI

11.81%

OILD

99.75%

Sharpe Ratio

Winner

GRNI

0.90

OILD

-1.78

5Y Beta

GRNI

1.08

Winner

OILD

-1.64

P/E Ratio

GRNI

33.14

Winner

OILD

20.77

Forward P/E

GRNI

21.32

Winner

OILD

11.99

PEG Ratio

Winner

GRNI

0.70

OILD

0.79

5Y EPS CAGR

Winner

GRNI

20.87%

OILD

18.26%

Debt to Equity

Winner

GRNI

45.03%

OILD

45.52%

P/S Ratio

GRNI

4.73

Winner

OILD

1.75

P/B Ratio

GRNI

6.71

Winner

OILD

2.29

GRNI vs OILD - Holdings Comparison

GRNI and OILD have 1 common holdings. Overlap is 2.05%

GRNI's top 25 holdings weight is 63.43%. OILD's top 25 holdings weight is 99.45%.

Rank	GRNI	OILD
#1	ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.35%	EXXON MOBIL CORP (XOM) - 14.98%
#2	ARISTA NETWORKS INC (ANET) - 2.92%	CHEVRON CORP (CVX) - 14.67%
#3	KLA CORP (KLAC) - 2.84%	CONOCOPHILLIPS (COP) - 6.57%
#4	ADVANCED MICRO DEVICES INC (AMD) - 2.76%	SLB LTD (SLB) - 5.47%
#5	GE AEROSPACE (GE) - 2.65%	OCCIDENTAL PETROLEUM CORP (OXY) - 5.39%
#6	THE GOLDMAN SACHS GROUP INC (GS) - 2.61%	DEVON ENERGY CORP (DVN) - 4.48%
#7	PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.60%	VALERO ENERGY CORP (VLO) - 4.46%
#8	AMERICAN EXPRESS CO (AXP) - 2.56%	BAKER HUGHES CO CLASS A (BKR) - 3.93%
#9	JPMORGAN CHASE & CO (JPM) - 2.54%	EOG RESOURCES INC (EOG) - 3.88%
#10	ELI LILLY AND CO (LLY) - 2.54%	DIAMONDBACK ENERGY INC (FANG) - 3.59%
#11	MONSTER BEVERAGE CORP (MNST) - 2.52%	HALLIBURTON CO (HAL) - 3.41%
#12	BANK OF NEW YORK MELLON CORP (BNY) - 2.51%	CHENIERE ENERGY INC (LNG) - 3.34%
#13	UNITEDHEALTH GROUP INC (UNH) - 2.49%	EQT CORP (EQT) - 3.03%
#14	VISTRA CORP (VST) - 2.46%	MARATHON PETROLEUM CORP (MPC) - 3.01%
#15	EATON CORP PLC (ETN) - 2.45%	WILLIAMS COMPANIES INC (WMB) - 2.61%
#16	META PLATFORMS INC CLASS A (META) - 2.43%	PHILLIPS 66 (PSX) - 2.42%
#17	CADENCE DESIGN SYSTEMS INC (CDNS) - 2.42%	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15%
#18	UNION PACIFIC CORP (UNP) - 2.40%	ONEOK INC (OKE) - 2.05%
#19	CATERPILLAR INC (CAT) - 2.39%	TECHNIPFMC PLC (FTI) - 2.01%
#20	PACKAGING CORP OF AMERICA (PKG) - 2.38%	KINDER MORGAN INC CLASS P (KMI) - 1.86%
#21	TEXAS PACIFIC LAND CORP (TPL) - 2.34%	APA CORP (APA) - 1.85%
#22	APPLE INC (AAPL) - 2.33%	PERMIAN RESOURCES CORP CLASS A (PR) - 1.69%
#23	AIR PRODUCTS AND CHEMICALS INC (APD) - 2.32%	OVINTIV INC (OVV) - 1.68%
#24	DEERE & CO (DE) - 2.31%	HF SINCLAIR CORP (DINO) - 0.92%
#25	GE VERNOVA INC (GEV) - 2.31%	N/A
Total Holdings	159	24

GRNI vs OILD - Historical Returns

Returns include dividend reinvestment.

Period	GRNI	OILD
1 month	+0.47%	-24.51%
3 months	+2.64%	-15.79%
6 months	+5.61%	-51.97%
1 year	N/A	-70.82%
5 years(CAGR)	N/A	-59.28%
10 years(CAGR)	N/A	-45.29%
Max(CAGR)	+16.81%	-45.29%

Winner

GRNI

+0.47%

OILD

-24.51%

Winner

GRNI

+2.64%

OILD

-15.79%

Winner

GRNI

+5.61%

OILD

-51.97%

GRNI

N/A

OILD

-70.82%

5Y(CAGR)

GRNI

N/A

OILD

-59.28%

10Y(CAGR)

GRNI

N/A

OILD

-45.29%

Max(CAGR)

Winner

GRNI

+16.81%

OILD

-45.29%

GRNI vs OILD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	GRNI	OILD
2026	+7.42%	-61.58%
2025	+2.85%	-39.41%
2024	N/A	-12.09%
2023	N/A	-28.11%
2022	N/A	-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%

GRNI vs OILD Drawdown Comparison

The maximum drawdown for GRNI was -9.54%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

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

The current GRNI drawdown is -2.15%. The current OILD drawdown is -99.73%.

Rank	GRNI	OILD
#1	-9.54% Jan 28, 2026 - Apr 16, 2026	-99.75% Jun 21, 2017 - Mar 27, 2026
#2	-4.76% Jun 4, 2026 - Jun 10, 2026	-30.92% May 4, 2017 - Jun 14, 2017
#3	-4.05% Dec 10, 2025 - Jan 6, 2026	-28.72% Mar 27, 2017 - May 4, 2017
#4	-2.99% Nov 19, 2025 - Nov 26, 2025	-2.03% Jun 15, 2017 - Jun 19, 2017
#5	-2.90% May 11, 2026 - May 27, 2026	N/A
#6	-2.15% Jan 16, 2026 - Jan 28, 2026	N/A
#7	-1.96% Apr 24, 2026 - Apr 30, 2026	N/A
#8	-1.41% May 6, 2026 - May 8, 2026	N/A
#9	-1.06% Jan 6, 2026 - Jan 12, 2026	N/A
#10	-0.92% Apr 20, 2026 - Apr 22, 2026	N/A
#11	-0.70% Jun 2, 2026 - Jun 4, 2026	N/A
#12	-0.51% May 1, 2026 - May 6, 2026	N/A
#13	-0.34% Jan 13, 2026 - Jan 16, 2026	N/A
#14	-0.16% Nov 28, 2025 - Dec 2, 2025	N/A
#15	-0.15% Dec 4, 2025 - Dec 9, 2025	N/A

Correlation

Correlation between GRNI and OILD is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41

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