HFEQ vs OILD
Comparison between UNLIMITED HFEQ EQUITY LONG/SHORT ETF (HFEQ, ETF) and Bank of Montreal (OILD, ETF).
HFEQ vs OILD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HFEQ
$19M
OILD
$19M
Expense Ratio
HFEQ
0.96%
OILD
N/A
Max Drawdown
Winner
HFEQ
13.58%
OILD
99.75%
Sharpe Ratio
Winner
HFEQ
1.14
OILD
-1.84
5Y Beta
HFEQ
1.58
Winner
OILD
-1.77
P/E Ratio
HFEQ
N/A
OILD
21.63
Forward P/E
HFEQ
N/A
OILD
12.80
PEG Ratio
HFEQ
N/A
OILD
0.72
5Y EPS CAGR
HFEQ
N/A
OILD
19.06%
Debt to Equity
HFEQ
N/A
OILD
42.35%
P/S Ratio
HFEQ
N/A
OILD
1.76
P/B Ratio
HFEQ
N/A
OILD
2.36
HFEQ vs OILD - Holdings Comparison
HFEQ and OILD have 0 common holdings. Overlap is 0.00%
HFEQ's top 25 holdings weight is 100.00%. OILD's top 25 holdings weight is 101.40%.
| Rank | HFEQ | OILD |
|---|---|---|
| #1 | E-MINI NASDAQ 100 FUTURE JUNE 26 (n/a) - 22.23% | EXXON MOBIL CORP (XOM) - 17.22% |
| #2 | VANGUARD VALUE ETF (VTV) - 17.76% | CHEVRON CORP (CVX) - 16.26% |
| #3 | MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 17.12% | CONOCOPHILLIPS (COP) - 7.59% |
| #4 | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 14.56% | SLB LTD (SLB) - 6.13% |
| #5 | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 13.79% | EQT CORP (EQT) - 5.42% |
| #6 | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 13.56% | EOG RESOURCES INC (EOG) - 4.78% |
| #7 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 13.49% | OCCIDENTAL PETROLEUM CORP (OXY) - 4.42% |
| #8 | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 9.94% | BAKER HUGHES CO CLASS A (BKR) - 4.21% |
| #9 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.69% | VALERO ENERGY CORP (VLO) - 3.69% |
| #10 | VANGUARD MID-CAP ETF (VO) - 9.28% | DEVON ENERGY CORP (DVN) - 3.50% |
| #11 | VANGUARD US MOMENTUM FACTOR ETF (VFMO) - 8.64% | WILLIAMS COMPANIES INC (WMB) - 3.40% |
| #12 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 7.43% | CHENIERE ENERGY INC (LNG) - 3.28% |
| #13 | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 6.98% | DIAMONDBACK ENERGY INC (FANG) - 3.20% |
| #14 | CBOE VIX FUTURE JUN26 (n/a) - 6.49% | MARATHON PETROLEUM CORP (MPC) - 3.15% |
| #15 | E-MINI RUSSELL 2000 INDEX FUTURE JUNE 26 (n/a) - 5.85% | HALLIBURTON CO (HAL) - 3.14% |
| #16 | NIKKEI/USD FUTURE JUNE 26 (n/a) - 5.57% | PHILLIPS 66 (PSX) - 2.77% |
| #17 | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 5.23% | KINDER MORGAN INC CLASS P (KMI) - 2.65% |
| #18 | OTHER ASSETS AND LIABILITIES (n/a) - 4.92% | ONEOK INC (OKE) - 2.40% |
| #19 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 3.76% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 2.29% |
| #20 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 3.67% | ANTERO RESOURCES CORP (AR) - 1.90% |
| #21 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 3.05% | N/A |
| #22 | BTIC ON E-MINI S&P REAL ESTATE SELECT SECTOR INDEX FUTURE JUNE 26 (n/a) - -4.66% | N/A |
| #23 | CASH OFFSET (n/a) - -98.35% | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 23 | 20 |
HFEQ vs OILD - Historical Returns
Returns include dividend reinvestment.
1M
HFEQ
-0.19%
Winner
OILD
+10.58%
3M
Winner
HFEQ
+5.03%
OILD
-15.85%
6M
Winner
HFEQ
+9.07%
OILD
-55.65%
1Y
Winner
HFEQ
+26.33%
OILD
-72.39%
5Y(CAGR)
HFEQ
N/A
OILD
-59.08%
10Y(CAGR)
HFEQ
N/A
OILD
-44.93%
Max(CAGR)
Winner
HFEQ
+30.04%
OILD
-44.93%
HFEQ vs OILD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | HFEQ | OILD |
|---|---|---|
| 2026 | +8.54% | -55.83% |
| 2025 | +14.87% | -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% |
HFEQ vs OILD Drawdown Comparison
The maximum drawdown for HFEQ was -12.46%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for OILD was -99.75%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current HFEQ drawdown is -3.97%. The current OILD drawdown is -99.69%.
| Rank | HFEQ | OILD |
|---|---|---|
| #1 | -12.46% Feb 25, 2026 - May 6, 2026 | -99.75% Jun 21, 2017 - Mar 27, 2026 |
| #2 | -10.71% Oct 27, 2025 - Jan 5, 2026 | -30.92% May 4, 2017 - Jun 14, 2017 |
| #3 | -7.12% Oct 6, 2025 - Oct 24, 2025 | -28.72% Mar 27, 2017 - May 4, 2017 |
| #4 | -5.24% May 6, 2026 - May 26, 2026 | -2.03% Jun 15, 2017 - Jun 19, 2017 |
| #5 | -3.97% Jun 4, 2026 - Jun 5, 2026 | N/A |
| #6 | -2.72% Jul 23, 2025 - Aug 8, 2025 | N/A |
| #7 | -2.36% Feb 20, 2026 - Feb 25, 2026 | N/A |
| #8 | -2.20% Jan 28, 2026 - Feb 6, 2026 | N/A |
| #9 | -2.15% Aug 22, 2025 - Sep 9, 2025 | N/A |
| #10 | -2.12% Feb 11, 2026 - Feb 20, 2026 | N/A |
| #11 | -2.10% Jan 12, 2026 - Jan 22, 2026 | N/A |
| #12 | -1.81% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #13 | -1.34% Sep 22, 2025 - Sep 30, 2025 | N/A |
| #14 | -1.22% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #15 | -1.09% Jan 22, 2026 - Jan 27, 2026 | N/A |
Correlation
Correlation between HFEQ and OILD is -0.82 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.82
-101
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