OILD vs SPY

Comparison between Bank of Montreal (OILD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OILD, delivering a return of +12.4% compared to -59.3%

OILD vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILD(ETF)	SPY(ETF)
Net Assets	$53M	$781B
Expense Ratio	N/A	0.09%
Max Drawdown	99.75%	56.47%
Sharpe Ratio	-1.78	1.22
5Y Beta	-1.64	1.00
P/E Ratio	20.77	28.78
Forward P/E	11.99	21.25
PEG Ratio	0.79	N/A
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	18.26%	25.62%
Debt to Equity	45.52%	31.92%
P/S Ratio	1.75	3.76
P/B Ratio	2.29	5.64

Net Assets

OILD

$53M

Winner

SPY

$781B

Expense Ratio

OILD

N/A

SPY

0.09%

Max Drawdown

OILD

99.75%

Winner

SPY

56.47%

Sharpe Ratio

OILD

-1.78

Winner

SPY

1.22

5Y Beta

Winner

OILD

-1.64

SPY

1.00

P/E Ratio

Winner

OILD

20.77

SPY

28.78

Forward P/E

Winner

OILD

11.99

SPY

21.25

PEG Ratio

OILD

0.79

SPY

N/A

5Y Dividends CAGR

OILD

N/A

SPY

6.00%

5Y EPS CAGR

OILD

18.26%

Winner

SPY

25.62%

Debt to Equity

OILD

45.52%

Winner

SPY

31.92%

P/S Ratio

Winner

OILD

1.75

SPY

3.76

P/B Ratio

Winner

OILD

2.29

SPY

5.64

OILD vs SPY - Holdings Comparison

OILD and SPY have 19 common holdings. Overlap is 3.02%

OILD's top 25 holdings weight is 99.45%. SPY's top 25 holdings weight is 51.74%.

Rank	OILD	SPY
#1	EXXON MOBIL CORP (XOM) - 14.98%	NVIDIA CORP (NVDA) - 7.89%
#2	CHEVRON CORP (CVX) - 14.67%	APPLE INC (AAPL) - 7.37%
#3	CONOCOPHILLIPS (COP) - 6.57%	MICROSOFT CORP (MSFT) - 4.50%
#4	SLB LTD (SLB) - 5.47%	AMAZON.COM INC (AMZN) - 3.82%
#5	OCCIDENTAL PETROLEUM CORP (OXY) - 5.39%	ALPHABET INC CLASS A (GOOGL) - 3.33%
#6	DEVON ENERGY CORP (DVN) - 4.48%	BROADCOM INC (AVGO) - 2.86%
#7	VALERO ENERGY CORP (VLO) - 4.46%	ALPHABET INC CLASS C (GOOG) - 2.68%
#8	BAKER HUGHES CO CLASS A (BKR) - 3.93%	META PLATFORMS INC CLASS A (META) - 2.29%
#9	EOG RESOURCES INC (EOG) - 3.88%	TESLA INC (TSLA) - 1.70%
#10	DIAMONDBACK ENERGY INC (FANG) - 3.59%	MICRON TECHNOLOGY INC (MU) - 1.56%
#11	HALLIBURTON CO (HAL) - 3.41%	JPMORGAN CHASE & CO (JPM) - 1.42%
#12	CHENIERE ENERGY INC (LNG) - 3.34%	ELI LILLY AND CO (LLY) - 1.40%
#13	EQT CORP (EQT) - 3.03%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14	MARATHON PETROLEUM CORP (MPC) - 3.01%	ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15	WILLIAMS COMPANIES INC (WMB) - 2.61%	EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16	PHILLIPS 66 (PSX) - 2.42%	JOHNSON & JOHNSON (JNJ) - 0.91%
#17	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15%	VISA INC CLASS A (V) - 0.90%
#18	ONEOK INC (OKE) - 2.05%	WALMART INC (WMT) - 0.76%
#19	TECHNIPFMC PLC (FTI) - 2.01%	INTEL CORP (INTC) - 0.75%
#20	KINDER MORGAN INC CLASS P (KMI) - 1.86%	APPLIED MATERIALS INC (AMAT) - 0.70%
#21	APA CORP (APA) - 1.85%	CISCO SYSTEMS INC (CSCO) - 0.68%
#22	PERMIAN RESOURCES CORP CLASS A (PR) - 1.69%	MASTERCARD INC CLASS A (MA) - 0.66%
#23	OVINTIV INC (OVV) - 1.68%	ABBVIE INC (ABBV) - 0.66%
#24	HF SINCLAIR CORP (DINO) - 0.92%	CATERPILLAR INC (CAT) - 0.65%
#25	N/A	LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings	24	505

OILD vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	OILD	SPY
1 month	-24.51%	+0.63%
3 months	-15.79%	+4.46%
6 months	-51.97%	+7.67%
1 year	-70.82%	+17.68%
5 years(CAGR)	-59.28%	+12.42%
10 years(CAGR)	-45.29%	+14.84%
Max(CAGR)	-45.29%	+8.44%

OILD

-24.51%

Winner

SPY

+0.63%

OILD

-15.79%

Winner

SPY

+4.46%

OILD

-51.97%

Winner

SPY

+7.67%

OILD

-70.82%

Winner

SPY

+17.68%

5Y(CAGR)

OILD

-59.28%

Winner

SPY

+12.42%

10Y(CAGR)

OILD

-45.29%

Winner

SPY

+14.84%

Max(CAGR)

OILD

-45.29%

Winner

SPY

+8.44%

OILD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OILD	SPY
2026	-61.58%	+8.63%
2025	-39.41%	+18.00%
2024	-12.09%	+25.59%
2023	-28.11%	+26.72%
2022	-89.31%	-18.64%
2021	+5.20%	+30.52%
2020	+328.36%	+17.28%
2019	-76.92%	+31.09%
2018	+14.01%	-5.24%
2017	-57.71%	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

OILD vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current OILD drawdown is -99.73%. The current SPY drawdown is -2.57%.

Rank	OILD	SPY
#1	-99.75% Jun 21, 2017 - Mar 27, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-30.92% May 4, 2017 - Jun 14, 2017	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-28.72% Mar 27, 2017 - May 4, 2017	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-2.03% Jun 15, 2017 - Jun 19, 2017	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	N/A	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OILD and SPY is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101

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OILD vs SPY

OILD vs SPY - Performance Comparison

Key Characteristics

OILD vs SPY - Holdings Comparison

OILD vs SPY - Historical Returns

OILD vs SPY - Annual Returns (1999 - 2026)

OILD vs SPY Drawdown Comparison

Correlation

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