OILU vs EFAS
Comparison between Bank of Montreal (OILU, ETF) and GLOBAL X MSCI SUPERDIVIDEND EAFE ETF (EFAS, ETF).
5-Year PerformanceEFAS has outperformed OILU, delivering a return of +13.9% compared to +11.7%
OILU vs EFAS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OILU
$48M
EFAS
$48M
Expense Ratio
OILU
N/A
EFAS
0.55%
Max Drawdown
OILU
81.00%
Winner
EFAS
51.08%
Sharpe Ratio
OILU
1.28
Winner
EFAS
2.10
5Y Beta
OILU
1.60
Winner
EFAS
0.35
P/E Ratio
OILU
20.77
EFAS
N/A
Forward P/E
OILU
11.95
EFAS
N/A
PEG Ratio
OILU
0.79
EFAS
N/A
5Y Dividends CAGR
OILU
N/A
EFAS
7.99%
5Y EPS CAGR
OILU
18.26%
EFAS
N/A
Debt to Equity
OILU
45.52%
EFAS
N/A
P/S Ratio
OILU
1.75
EFAS
N/A
P/B Ratio
OILU
2.29
EFAS
N/A
OILU vs EFAS - Holdings Comparison
OILU and EFAS have 0 common holdings. Overlap is 0.00%
OILU's top 25 holdings weight is 99.45%. EFAS's top 25 holdings weight is 54.16%.
| Rank | OILU | EFAS |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 14.98% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 2.64% |
| #2 | CHEVRON CORP (CVX) - 14.67% | BANCO BPM SPA (n/a) - 2.38% |
| #3 | CONOCOPHILLIPS (COP) - 6.57% | M&G PLC ORDINARY SHARES (n/a) - 2.29% |
| #4 | SLB LTD (SLB) - 5.47% | POSTE ITALIANE SPA (n/a) - 2.29% |
| #5 | OCCIDENTAL PETROLEUM CORP (OXY) - 5.39% | STANDARD LIFE PLC (n/a) - 2.29% |
| #6 | DEVON ENERGY CORP (DVN) - 4.48% | LAND SECURITIES GROUP PLC (n/a) - 2.27% |
| #7 | VALERO ENERGY CORP (VLO) - 4.46% | CAIXABANK SA (n/a) - 2.24% |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 3.93% | GENERALI (n/a) - 2.21% |
| #9 | EOG RESOURCES INC (EOG) - 3.88% | LEGAL & GENERAL GROUP PLC (n/a) - 2.21% |
| #10 | DIAMONDBACK ENERGY INC (FANG) - 3.59% | SODEXO (n/a) - 2.21% |
| #11 | HALLIBURTON CO (HAL) - 3.41% | AXA SA (n/a) - 2.16% |
| #12 | CHENIERE ENERGY INC (LNG) - 3.34% | AVIVA PLC (n/a) - 2.15% |
| #13 | EQT CORP (EQT) - 3.03% | ADMIRAL GROUP PLC (n/a) - 2.11% |
| #14 | MARATHON PETROLEUM CORP (MPC) - 3.01% | SVENSKA HANDELSBANKEN AB CLASS A (n/a) - 2.11% |
| #15 | WILLIAMS COMPANIES INC (WMB) - 2.61% | ZURICH INSURANCE GROUP AG (n/a) - 2.10% |
| #16 | PHILLIPS 66 (PSX) - 2.42% | AGEAS SA/ NV (n/a) - 2.10% |
| #17 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15% | CREDIT AGRICOLE SA (n/a) - 2.08% |
| #18 | ONEOK INC (OKE) - 2.05% | KLEPIERRE (n/a) - 2.08% |
| #19 | TECHNIPFMC PLC (FTI) - 2.01% | SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 2.07% |
| #20 | KINDER MORGAN INC CLASS P (KMI) - 1.86% | REPSOL SA (n/a) - 2.06% |
| #21 | APA CORP (APA) - 1.85% | NN GROUP NV (n/a) - 2.05% |
| #22 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.69% | EDP-ENERGIAS DE PORTUGAL SA (n/a) - 2.05% |
| #23 | OVINTIV INC (OVV) - 1.68% | NATURGY ENERGY GROUP SA (n/a) - 2.04% |
| #24 | HF SINCLAIR CORP (DINO) - 0.92% | STOCKLAND CORP LTD (n/a) - 1.99% |
| #25 | N/A | GECINA NOM (n/a) - 1.98% |
| Total Holdings | 24 | 56 |
OILU vs EFAS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OILU
+21.85%
EFAS
+4.29%
3M
OILU
+1.36%
Winner
EFAS
+3.49%
6M
Winner
OILU
+47.31%
EFAS
+16.40%
1Y
Winner
OILU
+100.47%
EFAS
+28.89%
5Y(CAGR)
OILU
+11.69%
Winner
EFAS
+13.92%
10Y(CAGR)
OILU
N/A
EFAS
+10.53%
Max(CAGR)
Winner
OILU
+11.69%
EFAS
+10.53%
OILU vs EFAS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | OILU | EFAS |
|---|---|---|
| 2026 | +73.61% | +16.20% |
| 2025 | -19.25% | +46.57% |
| 2024 | -23.77% | +3.72% |
| 2023 | -23.28% | +12.99% |
| 2022 | +132.09% | -8.24% |
| 2021 | -17.87% | +12.63% |
| 2020 | N/A | -6.32% |
| 2019 | N/A | +14.59% |
| 2018 | N/A | -12.07% |
| 2017 | N/A | +22.75% |
| 2016 | N/A | +6.02% |
OILU vs EFAS Drawdown Comparison
The maximum drawdown for OILU was -81.00%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The maximum drawdown for EFAS was -44.40%, occurring on Mar 23, 2020. Recovery took 801 trading sessions.
The current OILU drawdown is -50.37%.
| Rank | OILU | EFAS |
|---|---|---|
| #1 | -81.00% Jun 7, 2022 - Apr 10, 2025 | -44.40% Jan 26, 2018 - Apr 5, 2021 |
| #2 | -29.87% Nov 9, 2021 - Jan 6, 2022 | -28.80% Feb 9, 2022 - Dec 19, 2023 |
| #3 | -26.60% Apr 18, 2022 - May 4, 2022 | -11.84% Mar 19, 2025 - Apr 22, 2025 |
| #4 | -25.46% May 6, 2022 - May 25, 2022 | -10.12% Sep 27, 2024 - Mar 3, 2025 |
| #5 | -21.96% Mar 10, 2022 - Mar 23, 2022 | -8.43% Jun 8, 2021 - Jan 12, 2022 |
| #6 | -17.50% Feb 11, 2022 - Feb 28, 2022 | -7.77% Apr 13, 2017 - Jul 14, 2017 |
| #7 | -14.21% Jan 14, 2022 - Jan 27, 2022 | -6.46% May 15, 2024 - Aug 15, 2024 |
| #8 | -11.42% Mar 25, 2022 - Apr 8, 2022 | -5.58% Dec 27, 2023 - Mar 7, 2024 |
| #9 | -9.16% Apr 8, 2022 - Apr 14, 2022 | -5.30% Feb 27, 2026 - Apr 6, 2026 |
| #10 | -7.66% Feb 7, 2022 - Feb 11, 2022 | -4.66% Sep 15, 2025 - Dec 15, 2025 |
| #11 | -7.52% Mar 8, 2022 - Mar 10, 2022 | -4.14% May 21, 2026 - Jul 15, 2026 |
| #12 | -4.89% May 27, 2022 - Jun 1, 2022 | -4.08% Apr 9, 2024 - May 6, 2024 |
| #13 | -3.76% Feb 2, 2022 - Feb 4, 2022 | -3.84% Aug 22, 2025 - Sep 15, 2025 |
| #14 | -3.16% May 4, 2022 - May 6, 2022 | -3.42% Oct 20, 2017 - Dec 22, 2017 |
| #15 | -2.92% Jan 7, 2022 - Jan 11, 2022 | -3.11% Jan 14, 2022 - Feb 9, 2022 |
Correlation
Correlation between OILU and EFAS is -0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.29
-101
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