OILD vs LDRI
Comparison between Bank of Montreal (OILD, ETF) and ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF).
5-Year PerformanceLDRI has outperformed OILD, delivering a return of +1.3% compared to -59.1%
OILD vs LDRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OILD vs LDRI - Holdings Comparison
OILD and LDRI have 0 common holdings. Overlap is 0.00%
OILD's top 25 holdings weight is 101.40%. LDRI's top 25 holdings weight is 99.90%.
| Rank | OILD | LDRI |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 17.22% | ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID) - 20.02% |
| #2 | CHEVRON CORP (CVX) - 16.26% | ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) - 20.02% |
| #3 | CONOCOPHILLIPS (COP) - 7.59% | ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF) - 19.99% |
| #4 | SLB LTD (SLB) - 6.13% | ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC) - 19.97% |
| #5 | EQT CORP (EQT) - 5.42% | ISHARES IBONDS OCT 2025 TERM TIPS ETF (IBIB) - 19.90% |
| #6 | EOG RESOURCES INC (EOG) - 4.78% | N/A |
| #7 | OCCIDENTAL PETROLEUM CORP (OXY) - 4.42% | N/A |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 4.21% | N/A |
| #9 | VALERO ENERGY CORP (VLO) - 3.69% | N/A |
| #10 | DEVON ENERGY CORP (DVN) - 3.50% | N/A |
| #11 | WILLIAMS COMPANIES INC (WMB) - 3.40% | N/A |
| #12 | CHENIERE ENERGY INC (LNG) - 3.28% | N/A |
| #13 | DIAMONDBACK ENERGY INC (FANG) - 3.20% | N/A |
| #14 | MARATHON PETROLEUM CORP (MPC) - 3.15% | N/A |
| #15 | HALLIBURTON CO (HAL) - 3.14% | N/A |
| #16 | PHILLIPS 66 (PSX) - 2.77% | N/A |
| #17 | KINDER MORGAN INC CLASS P (KMI) - 2.65% | N/A |
| #18 | ONEOK INC (OKE) - 2.40% | N/A |
| #19 | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 2.29% | N/A |
| #20 | ANTERO RESOURCES CORP (AR) - 1.90% | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 20 | 5 |
OILD vs LDRI - Historical Returns
Returns include dividend reinvestment.
OILD vs LDRI - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | OILD | LDRI |
|---|---|---|
| 2026 | -55.83% | +2.01% |
| 2025 | -39.41% | +5.86% |
| 2024 | -12.09% | +0.10% |
| 2023 | -28.11% | N/A |
| 2022 | -89.31% | N/A |
| 2021 | +5.20% | N/A |
| 2020 | +328.36% | +0.88% |
| 2019 | -76.92% | +5.76% |
| 2018 | +14.01% | +1.04% |
| 2017 | -57.71% | +1.99% |
| 2016 | N/A | +2.23% |
| 2015 | N/A | -0.13% |
| 2014 | N/A | +0.61% |
OILD vs LDRI 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 LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1008 trading sessions.
The current OILD drawdown is -99.69%. The current LDRI drawdown is -0.23%.
| Rank | OILD | LDRI |
|---|---|---|
| #1 | -99.75% Jun 21, 2017 - Mar 27, 2026 | -6.67% Feb 3, 2015 - Feb 5, 2019 |
| #2 | -30.92% May 4, 2017 - Jun 14, 2017 | -1.40% Oct 13, 2014 - Dec 30, 2014 |
| #3 | -28.72% Mar 27, 2017 - May 4, 2017 | -1.32% Dec 30, 2014 - Feb 3, 2015 |
| #4 | -2.03% Jun 15, 2017 - Jun 19, 2017 | -1.17% Jun 24, 2019 - Jul 3, 2019 |
| #5 | N/A | -0.91% Sep 23, 2014 - Oct 9, 2014 |
| #6 | N/A | -0.85% Apr 3, 2025 - Apr 28, 2025 |
| #7 | N/A | -0.75% Apr 30, 2025 - Jun 23, 2025 |
| #8 | N/A | -0.70% Dec 6, 2024 - Jan 15, 2025 |
| #9 | N/A | -0.67% Mar 10, 2025 - Mar 28, 2025 |
| #10 | N/A | -0.59% Dec 22, 2025 - Jan 29, 2026 |
| #11 | N/A | -0.59% Oct 9, 2019 - Dec 11, 2019 |
| #12 | N/A | -0.57% Mar 18, 2026 - Apr 9, 2026 |
| #13 | N/A | -0.55% Aug 23, 2019 - Sep 24, 2019 |
| #14 | N/A | -0.54% Jun 30, 2025 - Jul 21, 2025 |
| #15 | N/A | -0.52% Aug 5, 2019 - Aug 20, 2019 |
Correlation
Correlation between OILD and LDRI is -0.73 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
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