OILD vs FBUF

Comparison between Bank of Montreal (OILD, ETF) and Fidelity Dynamic Buffered Equity ETF (FBUF, ETF).

OILD vs FBUF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILD(ETF)	FBUF(ETF)
Net Assets	$19M	$19M
Expense Ratio	N/A	0.48%
Max Drawdown	99.75%	11.28%
Sharpe Ratio	-1.84	1.64
5Y Beta	-1.77	0.56
P/E Ratio	21.63	26.81
Forward P/E	12.80	21.19
PEG Ratio	0.72	0.24
5Y EPS CAGR	19.06%	29.41%
Debt to Equity	42.35%	49.90%
P/S Ratio	1.76	3.68
P/B Ratio	2.36	5.62

Net Assets

OILD

$19M

Winner

FBUF

$19M

Expense Ratio

OILD

N/A

FBUF

0.48%

Max Drawdown

OILD

99.75%

Winner

FBUF

11.28%

Sharpe Ratio

OILD

-1.84

Winner

FBUF

1.64

5Y Beta

Winner

OILD

-1.77

FBUF

0.56

P/E Ratio

Winner

OILD

21.63

FBUF

26.81

Forward P/E

Winner

OILD

12.80

FBUF

21.19

PEG Ratio

OILD

0.72

Winner

FBUF

0.24

5Y EPS CAGR

OILD

19.06%

Winner

FBUF

29.41%

Debt to Equity

Winner

OILD

42.35%

FBUF

49.90%

P/S Ratio

Winner

OILD

1.76

FBUF

3.68

P/B Ratio

Winner

OILD

2.36

FBUF

5.62

OILD vs FBUF - Holdings Comparison

OILD and FBUF have 6 common holdings. Overlap is 2.77%

OILD's top 25 holdings weight is 101.40%. FBUF's top 25 holdings weight is 58.77%.

Rank	OILD	FBUF
#1	EXXON MOBIL CORP (XOM) - 17.22%	NVIDIA CORP (NVDA) - 8.41%
#2	CHEVRON CORP (CVX) - 16.26%	APPLE INC (AAPL) - 7.39%
#3	CONOCOPHILLIPS (COP) - 7.59%	MICROSOFT CORP (MSFT) - 4.61%
#4	SLB LTD (SLB) - 6.13%	AMAZON.COM INC (AMZN) - 4.24%
#5	EQT CORP (EQT) - 5.42%	ALPHABET INC CLASS A (GOOGL) - 3.92%
#6	EOG RESOURCES INC (EOG) - 4.78%	BROADCOM INC (AVGO) - 3.56%
#7	OCCIDENTAL PETROLEUM CORP (OXY) - 4.42%	FIDELITY CASH CENTRAL FUND (n/a) - 3.08%
#8	BAKER HUGHES CO CLASS A (BKR) - 4.21%	ALPHABET INC CLASS C (GOOG) - 2.60%
#9	VALERO ENERGY CORP (VLO) - 3.69%	META PLATFORMS INC CLASS A (META) - 2.43%
#10	DEVON ENERGY CORP (DVN) - 3.50%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.87%
#11	WILLIAMS COMPANIES INC (WMB) - 3.40%	JPMORGAN CHASE & CO (JPM) - 1.77%
#12	CHENIERE ENERGY INC (LNG) - 3.28%	MICRON TECHNOLOGY INC (MU) - 1.71%
#13	DIAMONDBACK ENERGY INC (FANG) - 3.20%	ELI LILLY AND CO (LLY) - 1.55%
#14	MARATHON PETROLEUM CORP (MPC) - 3.15%	TESLA INC (TSLA) - 1.33%
#15	HALLIBURTON CO (HAL) - 3.14%	MASTERCARD INC CLASS A (MA) - 1.08%
#16	PHILLIPS 66 (PSX) - 2.77%	EXXON MOBIL CORP (XOM) - 1.08%
#17	KINDER MORGAN INC CLASS P (KMI) - 2.65%	GE AEROSPACE (GE) - 1.06%
#18	ONEOK INC (OKE) - 2.40%	CISCO SYSTEMS INC (CSCO) - 1.03%
#19	COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 2.29%	ABBVIE INC (ABBV) - 0.99%
#20	ANTERO RESOURCES CORP (AR) - 1.90%	MORGAN STANLEY (MS) - 0.90%
#21	N/A	LINDE PLC (LIN) - 0.88%
#22	N/A	INTEL CORP (INTC) - 0.88%
#23	N/A	LAM RESEARCH CORP (LRCX) - 0.88%
#24	N/A	WALMART INC (WMT) - 0.77%
#25	N/A	AMPHENOL CORP CLASS A (APH) - 0.75%
Total Holdings	20	166

OILD vs FBUF - Historical Returns

Returns include dividend reinvestment.

Period	OILD	FBUF
1 month	+10.58%	+0.62%
3 months	-15.85%	+2.90%
6 months	-55.65%	+4.08%
1 year	-72.39%	+17.52%
5 years(CAGR)	-59.08%	N/A
10 years(CAGR)	-44.93%	N/A
Max(CAGR)	-44.93%	+12.94%

Winner

OILD

+10.58%

FBUF

+0.62%

OILD

-15.85%

Winner

FBUF

+2.90%

OILD

-55.65%

Winner

FBUF

+4.08%

OILD

-72.39%

Winner

FBUF

+17.52%

5Y(CAGR)

OILD

-59.08%

FBUF

N/A

10Y(CAGR)

OILD

-44.93%

FBUF

N/A

Max(CAGR)

OILD

-44.93%

Winner

FBUF

+12.94%

OILD vs FBUF - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OILD	FBUF
2026	-55.83%	+3.47%
2025	-39.41%	+14.10%
2024	-12.09%	+10.12%
2023	-28.11%	N/A
2022	-89.31%	N/A
2021	+5.20%	N/A
2020	+328.36%	N/A
2019	-76.92%	N/A
2018	+14.01%	N/A
2017	-57.71%	N/A

OILD vs FBUF 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 FBUF was -11.09%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current OILD drawdown is -99.69%. The current FBUF drawdown is -1.98%.

Rank	OILD	FBUF
#1	-99.75% Jun 21, 2017 - Mar 27, 2026	-11.09% Feb 19, 2025 - Jun 27, 2025
#2	-30.92% May 4, 2017 - Jun 14, 2017	-5.61% Feb 2, 2026 - Apr 30, 2026
#3	-28.72% Mar 27, 2017 - May 4, 2017	-4.66% Jul 16, 2024 - Aug 27, 2024
#4	-2.03% Jun 15, 2017 - Jun 19, 2017	-3.31% Nov 12, 2025 - Dec 3, 2025
#5	N/A	-2.80% Dec 6, 2024 - Feb 14, 2025
#6	N/A	-2.64% Aug 30, 2024 - Sep 19, 2024
#7	N/A	-2.52% Apr 11, 2024 - May 14, 2024
#8	N/A	-2.16% Oct 6, 2025 - Oct 20, 2025
#9	N/A	-1.98% Jun 1, 2026 - Jun 5, 2026
#10	N/A	-1.92% Jan 9, 2026 - Jan 26, 2026
#11	N/A	-1.68% Dec 11, 2025 - Dec 22, 2025
#12	N/A	-1.51% Nov 11, 2024 - Nov 26, 2024
#13	N/A	-1.36% Nov 3, 2025 - Nov 11, 2025
#14	N/A	-1.32% Jul 28, 2025 - Aug 6, 2025
#15	N/A	-1.16% Oct 18, 2024 - Nov 6, 2024