OILD vs BBC

Comparison between Bank of Montreal (OILD, ETF) and VIRTUS BIOTECH CLINICAL TRIALS ETF (BBC, ETF).

OILD is from the Energy sector, while BBC is from the Healthcare sector.

5-Year PerformanceBBC has outperformed OILD, delivering a return of +2.0% compared to -58.8%

OILD vs BBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILD(ETF)	BBC(ETF)
Net Assets	$53M	$53M
Expense Ratio	N/A	0.65%
Max Drawdown	99.75%	77.16%
Sharpe Ratio	-1.64	2.52
5Y Beta	-1.63	1.19
P/E Ratio	20.77	-3.46
Forward P/E	11.95	N/A
PEG Ratio	0.79	N/A
5Y EPS CAGR	18.26%	N/A
Debt to Equity	45.52%	0.67%
P/S Ratio	1.75	16.89
P/B Ratio	2.29	3.80

Net Assets

Winner

OILD

$53M

BBC

$53M

Expense Ratio

OILD

N/A

BBC

0.65%

Max Drawdown

OILD

99.75%

Winner

BBC

77.16%

Sharpe Ratio

OILD

-1.64

Winner

BBC

2.52

5Y Beta

Winner

OILD

-1.63

BBC

1.19

P/E Ratio

OILD

20.77

Winner

BBC

-3.46

Forward P/E

OILD

11.95

BBC

N/A

PEG Ratio

OILD

0.79

BBC

N/A

5Y EPS CAGR

OILD

18.26%

BBC

N/A

Debt to Equity

OILD

45.52%

Winner

BBC

0.67%

P/S Ratio

Winner

OILD

1.75

BBC

16.89

P/B Ratio

Winner

OILD

2.29

BBC

3.80

OILD vs BBC - Holdings Comparison

OILD and BBC have 0 common holdings. Overlap is 0.00%

OILD's top 25 holdings weight is 99.45%. BBC's top 25 holdings weight is 23.56%.

Rank	OILD	BBC
#1	EXXON MOBIL CORP (XOM) - 14.98%	FIRST TRACKS BIOTHERAPEUTICS INC (TRAX) - 1.29%
#2	CHEVRON CORP (CVX) - 14.67%	n/a (DFTX) - 1.16%
#3	CONOCOPHILLIPS (COP) - 6.57%	REGENXBIO INC (RGNX) - 1.16%
#4	SLB LTD (SLB) - 5.47%	MONOPAR THERAPEUTICS INC (MNPR) - 1.15%
#5	OCCIDENTAL PETROLEUM CORP (OXY) - 5.39%	MBX BIOSCIENCES INC (MBX) - 1.08%
#6	DEVON ENERGY CORP (DVN) - 4.48%	SELLAS LIFE SCIENCES GROUP INC (SLS) - 1.03%
#7	VALERO ENERGY CORP (VLO) - 4.46%	APOGEE THERAPEUTICS INC (APGE) - 0.96%
#8	BAKER HUGHES CO CLASS A (BKR) - 3.93%	ERASCA INC (ERAS) - 0.95%
#9	EOG RESOURCES INC (EOG) - 3.88%	DAMORA THERAPEUTICS INC ORDINARY SHARES (DMRA) - 0.94%
#10	DIAMONDBACK ENERGY INC (FANG) - 3.59%	UNIQURE NV (QURE) - 0.94%
#11	HALLIBURTON CO (HAL) - 3.41%	ZENAS BIOPHARMA INC (ZBIO) - 0.94%
#12	CHENIERE ENERGY INC (LNG) - 3.34%	JADE BIOSCIENCES INC (JBIO) - 0.90%
#13	EQT CORP (EQT) - 3.03%	NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.89%
#14	MARATHON PETROLEUM CORP (MPC) - 3.01%	PALVELLA THERAPEUTICS INC (PVLA) - 0.88%
#15	WILLIAMS COMPANIES INC (WMB) - 2.61%	ANNEXON INC ORDINARY SHARES (ANNX) - 0.87%
#16	PHILLIPS 66 (PSX) - 2.42%	ATAIBECKLEY INC (ATAI) - 0.86%
#17	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15%	MAPLIGHT THERAPEUTICS INC (MPLT) - 0.85%
#18	ONEOK INC (OKE) - 2.05%	NEUROGENE INC (NGNE) - 0.85%
#19	TECHNIPFMC PLC (FTI) - 2.01%	ORIC PHARMACEUTICALS INC (ORIC) - 0.85%
#20	KINDER MORGAN INC CLASS P (KMI) - 1.86%	SOLID BIOSCIENCES INC (SLDB) - 0.85%
#21	APA CORP (APA) - 1.85%	ROCKET PHARMACEUTICALS INC (RCKT) - 0.84%
#22	PERMIAN RESOURCES CORP CLASS A (PR) - 1.69%	BIOHAVEN LTD (BHVN) - 0.83%
#23	OVINTIV INC (OVV) - 1.68%	SANA BIOTECHNOLOGY INC ORDINARY SHARES (SANA) - 0.83%
#24	HF SINCLAIR CORP (DINO) - 0.92%	n/a (FDMT) - 0.83%
#25	N/A	DYNE THERAPEUTICS INC ORDINARY SHARES (DYN) - 0.83%
Total Holdings	24	132

OILD vs BBC - Historical Returns

Returns include dividend reinvestment.

Period	OILD	BBC
1 month	-21.50%	+7.78%
3 months	-17.03%	+9.25%
6 months	-50.49%	+21.42%
1 year	-71.08%	+141.61%
5 years(CAGR)	-58.84%	+2.03%
10 years(CAGR)	-44.99%	+10.82%
Max(CAGR)	-44.99%	+6.34%

OILD

-21.50%

Winner

BBC

+7.78%

OILD

-17.03%

Winner

BBC

+9.25%

OILD

-50.49%

Winner

BBC

+21.42%

OILD

-71.08%

Winner

BBC

+141.61%

5Y(CAGR)

OILD

-58.84%

Winner

BBC

+2.03%

10Y(CAGR)

OILD

-44.99%

Winner

BBC

+10.82%

Max(CAGR)

OILD

-44.99%

Winner

BBC

+6.34%

OILD vs BBC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	OILD	BBC
2026	-59.40%	+36.71%
2025	-39.41%	+61.24%
2024	-12.09%	-1.80%
2023	-28.11%	-0.08%
2022	-89.31%	-37.30%
2021	+5.20%	-22.69%
2020	+328.36%	+32.55%
2019	-76.92%	+58.55%
2018	+14.01%	-20.74%
2017	-57.71%	+56.63%
2016	N/A	-33.53%
2015	N/A	+2.81%
2014	N/A	+3.90%

OILD vs BBC Drawdown Comparison

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

The maximum drawdown for BBC was -76.85%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current OILD drawdown is -99.72%. The current BBC drawdown is -14.41%.

Rank	OILD	BBC
#1	-99.75% Jun 21, 2017 - Mar 27, 2026	-76.85% Feb 8, 2021 - Apr 8, 2025
#2	-30.92% May 4, 2017 - Jun 14, 2017	-58.50% Jul 17, 2015 - Dec 23, 2019
#3	-28.72% Mar 27, 2017 - May 4, 2017	-40.47% Dec 24, 2019 - May 11, 2020
#4	-2.03% Jun 15, 2017 - Jun 19, 2017	-16.61% Jun 23, 2020 - Nov 27, 2020
#5	N/A	-15.83% Mar 19, 2015 - May 29, 2015
#6	N/A	-8.39% May 22, 2020 - Jun 19, 2020
#7	N/A	-8.23% Dec 23, 2020 - Jan 14, 2021
#8	N/A	-8.03% Jan 27, 2015 - Feb 18, 2015
#9	N/A	-7.85% Jun 23, 2015 - Jul 13, 2015
#10	N/A	-6.59% Dec 19, 2014 - Jan 2, 2015
#11	N/A	-5.64% May 11, 2020 - May 18, 2020
#12	N/A	-5.48% Jan 19, 2021 - Feb 2, 2021
#13	N/A	-5.30% Jan 14, 2015 - Jan 27, 2015
#14	N/A	-3.64% Jun 5, 2015 - Jun 22, 2015
#15	N/A	-3.01% Jan 5, 2015 - Jan 8, 2015