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LDRC vs OILU

Comparison between ISHARES IBONDS 1-5 YEAR CORPORATE LADDER ETF (LDRC, ETF) and Bank of Montreal (OILU, ETF).

LDRC vs OILU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
LDRC
$77M
OILU
$77M
Expense Ratio
LDRC
0.10%
OILU
N/A
Max Drawdown
Winner
LDRC
1.82%
OILU
81.00%
Sharpe Ratio
LDRC
0.32
Winner
OILU
1.47
5Y Beta
Winner
LDRC
0.02
OILU
1.72
P/E Ratio
LDRC
N/A
OILU
20.43
Forward P/E
LDRC
N/A
OILU
12.54
PEG Ratio
LDRC
N/A
OILU
0.66
5Y EPS CAGR
LDRC
N/A
OILU
19.33%
Debt to Equity
LDRC
N/A
OILU
41.91%
P/S Ratio
LDRC
N/A
OILU
1.81
P/B Ratio
LDRC
N/A
OILU
2.26

LDRC vs OILU - Holdings Comparison

LDRC and OILU have 0 common holdings. Overlap is 0.00%

LDRC's top 25 holdings weight is 99.91%. OILU's top 25 holdings weight is 99.37%.

RankLDRCOILU
#1
ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 20.03%
CHEVRON CORP (CVX) - 15.62%
#2
ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 20.01%
EXXON MOBIL CORP (XOM) - 15.05%
#3
ISHARES IBONDS DEC 2028 TERM CORP ETF (IBDT) - 20.00%
CONOCOPHILLIPS (COP) - 7.86%
#4
ISHARES IBONDS DEC 2026 TERM CORP ETF (IBDR) - 19.96%
OCCIDENTAL PETROLEUM CORP (OXY) - 5.30%
#5
ISHARES IBONDS DEC 2025 TERM CORP ETF (IBDQ) - 19.91%
SLB (SLB) - 5.26%
#6N/A
EOG RESOURCES INC (EOG) - 4.34%
#7N/A
DIAMONDBACK ENERGY INC (FANG) - 3.57%
#8N/A
EQT CORP (EQT) - 3.53%
#9N/A
CHENIERE ENERGY INC (LNG) - 3.06%
#10N/A
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 3.02%
#11N/A
BAKER HUGHES CO CLASS A (BKR) - 3.01%
#12N/A
HALLIBURTON CO (HAL) - 2.95%
#13N/A
WILLIAMS COMPANIES INC (WMB) - 2.93%
#14N/A
DEVON ENERGY CORP (DVN) - 2.81%
#15N/A
PHILLIPS 66 (PSX) - 2.72%
#16N/A
VALERO ENERGY CORP (VLO) - 2.66%
#17N/A
MARATHON PETROLEUM CORP (MPC) - 2.57%
#18N/A
RANGE RESOURCES CORP (RRC) - 2.54%
#19N/A
KINDER MORGAN INC CLASS P (KMI) - 2.41%
#20N/A
ONEOK INC (OKE) - 2.17%
#21N/A
COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.76%
#22N/A
ANTERO RESOURCES CORP (AR) - 1.56%
#23N/A
TECHNIPFMC PLC (FTI) - 1.35%
#24N/A
OVINTIV INC (OVV) - 1.32%
#25N/AN/A
Total Holdings524

LDRC vs OILU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LDRC
+0.18%
OILU
-15.77%
3M
Winner
LDRC
+0.23%
OILU
+0.17%
6M
LDRC
+1.31%
Winner
OILU
+65.45%
1Y
LDRC
+4.49%
Winner
OILU
+113.51%
5Y(CAGR)
LDRC
N/A
OILU
+11.85%
Max(CAGR)
LDRC
+4.75%
Winner
OILU
+11.85%

LDRC vs OILU - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearLDRCOILU
2026+0.92%+72.34%
2025+6.29%-19.25%
2024+0.37%-23.77%
2023N/A-23.28%
2022N/A+132.09%
2021N/A-17.87%

LDRC vs OILU Drawdown Comparison

The maximum drawdown for LDRC was -1.00%, occurring on Mar 26, 2026. Recovery took 34 trading sessions.

The maximum drawdown for OILU was -81.00%, occurring on Apr 10, 2025. This drawdown has not yet recovered.

The current LDRC drawdown is -0.08%. The current OILU drawdown is -50.73%.

RankLDRCOILU
#1-1.00%
Feb 27, 2026 - Apr 17, 2026
-81.00%
Jun 7, 2022 - Apr 10, 2025
#2-0.99%
May 20, 2025 - Jun 30, 2025
-29.87%
Nov 9, 2021 - Jan 6, 2022
#3-0.93%
Oct 27, 2025 - Nov 24, 2025
-26.60%
Apr 18, 2022 - May 4, 2022
#4-0.87%
Apr 3, 2025 - Apr 16, 2025
-25.46%
May 6, 2022 - May 25, 2022
#5-0.70%
Jan 6, 2026 - Feb 12, 2026
-21.96%
Mar 10, 2022 - Mar 23, 2022
#6-0.62%
Dec 6, 2024 - Jan 21, 2025
-17.50%
Feb 11, 2022 - Feb 28, 2022
#7-0.60%
Jan 21, 2025 - Feb 19, 2025
-14.21%
Jan 14, 2022 - Jan 27, 2022
#8-0.58%
Apr 17, 2026 - Jun 2, 2026
-11.42%
Mar 25, 2022 - Apr 8, 2022
#9-0.53%
Nov 24, 2025 - Dec 24, 2025
-9.16%
Apr 8, 2022 - Apr 14, 2022
#10-0.42%
Jul 28, 2025 - Aug 1, 2025
-7.66%
Feb 7, 2022 - Feb 11, 2022
#11-0.35%
Sep 23, 2025 - Oct 2, 2025
-7.52%
Mar 8, 2022 - Mar 10, 2022
#12-0.34%
Apr 16, 2025 - Apr 24, 2025
-4.89%
May 27, 2022 - Jun 1, 2022
#13-0.31%
Jun 30, 2025 - Jul 18, 2025
-3.76%
Feb 2, 2022 - Feb 4, 2022
#14-0.27%
Apr 30, 2025 - May 20, 2025
-3.16%
May 4, 2022 - May 6, 2022
#15-0.26%
Nov 8, 2024 - Nov 19, 2024
-2.92%
Jan 7, 2022 - Jan 11, 2022

Correlation

Correlation between LDRC and OILU is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

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