OILD vs QIS

Comparison between Bank of Montreal (OILD, ETF) and SIMPLIFY MULTI-QIS ALTERNATIVE ETF (QIS, ETF).

OILD vs QIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILD(ETF)	QIS(ETF)
Net Assets	$45M	$45M
Expense Ratio	N/A	1.21%
Max Drawdown	99.75%	57.63%
Sharpe Ratio	-1.59	-1.65
5Y Beta	-1.73	0.30
P/E Ratio	21.96	N/A
Forward P/E	12.37	N/A
PEG Ratio	0.72	N/A
5Y EPS CAGR	19.06%	N/A
Debt to Equity	42.35%	N/A
P/S Ratio	1.79	N/A
P/B Ratio	2.37	N/A

Net Assets

OILD

$45M

QIS

$45M

Expense Ratio

OILD

N/A

QIS

1.21%

Max Drawdown

OILD

99.75%

Winner

QIS

57.63%

Sharpe Ratio

Winner

OILD

-1.59

QIS

-1.65

5Y Beta

Winner

OILD

-1.73

QIS

0.30

P/E Ratio

OILD

21.96

QIS

N/A

Forward P/E

OILD

12.37

QIS

N/A

PEG Ratio

OILD

0.72

QIS

N/A

5Y EPS CAGR

OILD

19.06%

QIS

N/A

Debt to Equity

OILD

42.35%

QIS

N/A

P/S Ratio

OILD

1.79

QIS

N/A

P/B Ratio

OILD

2.37

QIS

N/A

OILD vs QIS - Holdings Comparison

OILD and QIS have 5 common holdings. Overlap is 5.52%

OILD's top 25 holdings weight is 101.40%. QIS's top 25 holdings weight is 71.40%.

Rank	OILD	QIS
#1	EXXON MOBIL CORP (XOM) - 17.22%	SIMPLIFY CHINA A SHARES PLUS INCOME ETF (CAS) - 20.86%
#2	CHEVRON CORP (CVX) - 16.26%	CASH (n/a) - 5.85%
#3	CONOCOPHILLIPS (COP) - 7.59%	SIMPLIFY US EQ PLUS MGD FUTS STGY ETF (CTAP) - 5.48%
#4	SLB LTD (SLB) - 6.13%	SIMPLIFY ANCORATO TARGET 25 DIST ETF (XXV) - 4.95%
#5	EQT CORP (EQT) - 5.42%	TRS UBSMQLTP SOFR &30 111326 (n/a) - 4.41%
#6	EOG RESOURCES INC (EOG) - 4.78%	n/a (DELL) - 2.66%
#7	OCCIDENTAL PETROLEUM CORP (OXY) - 4.42%	CISCO SYSTEMS INC (CSCO) - 1.71%
#8	BAKER HUGHES CO CLASS A (BKR) - 4.21%	BROADCOM INC (AVGO) - 1.64%
#9	VALERO ENERGY CORP (VLO) - 3.69%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.60%
#10	DEVON ENERGY CORP (DVN) - 3.50%	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.58%
#11	WILLIAMS COMPANIES INC (WMB) - 3.40%	LAM RESEARCH CORP (LRCX) - 1.51%
#12	CHENIERE ENERGY INC (LNG) - 3.28%	UNITEDHEALTH GROUP INC (UNH) - 1.50%
#13	DIAMONDBACK ENERGY INC (FANG) - 3.20%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.48%
#14	MARATHON PETROLEUM CORP (MPC) - 3.15%	UNITED RENTALS INC (URI) - 1.44%
#15	HALLIBURTON CO (HAL) - 3.14%	APPLIED MATERIALS INC (AMAT) - 1.42%
#16	PHILLIPS 66 (PSX) - 2.77%	KLA CORP (KLAC) - 1.41%
#17	KINDER MORGAN INC CLASS P (KMI) - 2.65%	SOUTHERN COPPER CORP (SCCO) - 1.38%
#18	ONEOK INC (OKE) - 2.40%	FREEPORT-MCMORAN INC (FCX) - 1.37%
#19	COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 2.29%	APPLE INC (AAPL) - 1.35%
#20	ANTERO RESOURCES CORP (AR) - 1.90%	SYNOPSYS INC (SNPS) - 1.32%
#21	N/A	CORPAY INC (CPAY) - 1.32%
#22	N/A	MONSTER BEVERAGE CORP (MNST) - 1.31%
#23	N/A	W.W. GRAINGER INC (GWW) - 1.29%
#24	N/A	MICROSOFT CORP (MSFT) - 1.28%
#25	N/A	AGILENT TECHNOLOGIES INC (A) - 1.28%
Total Holdings	20	226

OILD vs QIS - Historical Returns

Returns include dividend reinvestment.

Period	OILD	QIS
1 month	-0.47%	-21.07%
3 months	-10.98%	-18.65%
6 months	-57.73%	-27.26%
1 year	-67.27%	-49.42%
5 years(CAGR)	-58.96%	N/A
10 years(CAGR)	-44.88%	N/A
Max(CAGR)	-44.88%	-22.82%

Winner

OILD

-0.47%

QIS

-21.07%

Winner

OILD

-10.98%

QIS

-18.65%

OILD

-57.73%

Winner

QIS

-27.26%

OILD

-67.27%

Winner

QIS

-49.42%

5Y(CAGR)

OILD

-58.96%

QIS

N/A

10Y(CAGR)

OILD

-44.88%

QIS

N/A

Max(CAGR)

OILD

-44.88%

Winner

QIS

-22.82%

OILD vs QIS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OILD	QIS
2026	-55.99%	-25.07%
2025	-39.41%	-37.75%
2024	-12.09%	+0.11%
2023	-28.11%	+1.95%
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 QIS 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 QIS was -56.54%, occurring on Jun 12, 2026. This drawdown has not yet recovered.

The current OILD drawdown is -99.69%. The current QIS drawdown is -56.54%.

Rank	OILD	QIS
#1	-99.75% Jun 21, 2017 - Mar 27, 2026	-56.54% Oct 1, 2024 - Jun 12, 2026
#2	-30.92% May 4, 2017 - Jun 14, 2017	-4.21% May 28, 2024 - Oct 1, 2024
#3	-28.72% Mar 27, 2017 - May 4, 2017	-2.56% Oct 5, 2023 - Feb 28, 2024
#4	-2.03% Jun 15, 2017 - Jun 19, 2017	-1.33% Apr 3, 2024 - Apr 25, 2024
#5	N/A	-1.17% Aug 28, 2023 - Sep 6, 2023
#6	N/A	-1.03% Apr 25, 2024 - May 28, 2024
#7	N/A	-1.01% Feb 28, 2024 - Mar 11, 2024
#8	N/A	-0.81% Mar 11, 2024 - Mar 15, 2024
#9	N/A	-0.50% Aug 22, 2023 - Aug 25, 2023
#10	N/A	-0.44% Mar 15, 2024 - Mar 26, 2024
#11	N/A	-0.40% Oct 3, 2023 - Oct 5, 2023
#12	N/A	-0.39% Sep 12, 2023 - Sep 22, 2023
#13	N/A	-0.38% Sep 29, 2023 - Oct 3, 2023
#14	N/A	-0.36% Aug 8, 2023 - Aug 15, 2023
#15	N/A	-0.33% Sep 26, 2023 - Sep 29, 2023