OILD vs GRNI

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

OILD vs GRNI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILD(ETF)	GRNI(ETF)
Net Assets	$53M	$53M
Expense Ratio	N/A	0.99%
Max Drawdown	99.75%	11.81%
Sharpe Ratio	-1.64	0.90
5Y Beta	-1.63	1.08
P/E Ratio	20.77	33.14
Forward P/E	11.95	21.27
PEG Ratio	0.79	0.70
5Y EPS CAGR	18.26%	20.87%
Debt to Equity	45.52%	45.03%
P/S Ratio	1.75	4.73
P/B Ratio	2.29	6.71

Net Assets

OILD

$53M

GRNI

$53M

Expense Ratio

OILD

N/A

GRNI

0.99%

Max Drawdown

OILD

99.75%

Winner

GRNI

11.81%

Sharpe Ratio

OILD

-1.64

Winner

GRNI

0.90

5Y Beta

Winner

OILD

-1.63

GRNI

1.08

P/E Ratio

Winner

OILD

20.77

GRNI

33.14

Forward P/E

Winner

OILD

11.95

GRNI

21.27

PEG Ratio

OILD

0.79

Winner

GRNI

0.70

5Y EPS CAGR

OILD

18.26%

Winner

GRNI

20.87%

Debt to Equity

OILD

45.52%

Winner

GRNI

45.03%

P/S Ratio

Winner

OILD

1.75

GRNI

4.73

P/B Ratio

Winner

OILD

2.29

GRNI

6.71

OILD vs GRNI - Holdings Comparison

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

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

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

OILD vs GRNI - Historical Returns

Returns include dividend reinvestment.

Period	OILD	GRNI
1 month	-21.50%	+0.44%
3 months	-17.03%	+5.28%
6 months	-50.49%	+7.03%
1 year	-71.08%	N/A
5 years(CAGR)	-58.84%	N/A
10 years(CAGR)	-44.99%	N/A
Max(CAGR)	-44.99%	+18.91%

OILD

-21.50%

Winner

GRNI

+0.44%

OILD

-17.03%

Winner

GRNI

+5.28%

OILD

-50.49%

Winner

GRNI

+7.03%

OILD

-71.08%

GRNI

N/A

5Y(CAGR)

OILD

-58.84%

GRNI

N/A

10Y(CAGR)

OILD

-44.99%

GRNI

N/A

Max(CAGR)

OILD

-44.99%

Winner

GRNI

+18.91%

OILD vs GRNI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OILD	GRNI
2026	-59.40%	+8.62%
2025	-39.41%	+2.85%
2024	-12.09%	N/A
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 GRNI 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 GRNI was -9.54%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

The current OILD drawdown is -99.72%. The current GRNI drawdown is -1.06%.

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

Correlation

Correlation between OILD and GRNI is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

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