OILU vs LDRC
Comparison between Bank of Montreal (OILU, ETF) and ISHARES IBONDS 1-5 YEAR CORPORATE LADDER ETF (LDRC, ETF).
OILU vs LDRC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OILU vs LDRC - Holdings Comparison
OILU and LDRC have 0 common holdings. Overlap is 0.00%
OILU's top 25 holdings weight is 99.37%. LDRC's top 25 holdings weight is 99.91%.
| Rank | OILU | LDRC |
|---|---|---|
| #1 | CHEVRON CORP (CVX) - 15.62% | ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 20.03% |
| #2 | EXXON MOBIL CORP (XOM) - 15.05% | ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 20.01% |
| #3 | CONOCOPHILLIPS (COP) - 7.86% | ISHARES IBONDS DEC 2028 TERM CORP ETF (IBDT) - 20.00% |
| #4 | OCCIDENTAL PETROLEUM CORP (OXY) - 5.30% | ISHARES IBONDS DEC 2026 TERM CORP ETF (IBDR) - 19.96% |
| #5 | SLB (SLB) - 5.26% | ISHARES IBONDS DEC 2025 TERM CORP ETF (IBDQ) - 19.91% |
| #6 | EOG RESOURCES INC (EOG) - 4.34% | N/A |
| #7 | DIAMONDBACK ENERGY INC (FANG) - 3.57% | N/A |
| #8 | EQT CORP (EQT) - 3.53% | N/A |
| #9 | CHENIERE ENERGY INC (LNG) - 3.06% | N/A |
| #10 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 3.02% | N/A |
| #11 | BAKER HUGHES CO CLASS A (BKR) - 3.01% | N/A |
| #12 | HALLIBURTON CO (HAL) - 2.95% | N/A |
| #13 | WILLIAMS COMPANIES INC (WMB) - 2.93% | N/A |
| #14 | DEVON ENERGY CORP (DVN) - 2.81% | N/A |
| #15 | PHILLIPS 66 (PSX) - 2.72% | N/A |
| #16 | VALERO ENERGY CORP (VLO) - 2.66% | N/A |
| #17 | MARATHON PETROLEUM CORP (MPC) - 2.57% | N/A |
| #18 | RANGE RESOURCES CORP (RRC) - 2.54% | N/A |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 2.41% | N/A |
| #20 | ONEOK INC (OKE) - 2.17% | N/A |
| #21 | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.76% | N/A |
| #22 | ANTERO RESOURCES CORP (AR) - 1.56% | N/A |
| #23 | TECHNIPFMC PLC (FTI) - 1.35% | N/A |
| #24 | OVINTIV INC (OVV) - 1.32% | N/A |
| #25 | N/A | N/A |
| Total Holdings | 24 | 5 |
OILU vs LDRC - Historical Returns
Returns include dividend reinvestment.
OILU vs LDRC - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OILU | LDRC |
|---|---|---|
| 2026 | +72.34% | +0.92% |
| 2025 | -19.25% | +6.29% |
| 2024 | -23.77% | +0.37% |
| 2023 | -23.28% | N/A |
| 2022 | +132.09% | N/A |
| 2021 | -17.87% | N/A |
OILU vs LDRC 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 LDRC was -1.00%, occurring on Mar 26, 2026. Recovery took 34 trading sessions.
The current OILU drawdown is -50.73%. The current LDRC drawdown is -0.08%.
| Rank | OILU | LDRC |
|---|---|---|
| #1 | -81.00% Jun 7, 2022 - Apr 10, 2025 | -1.00% Feb 27, 2026 - Apr 17, 2026 |
| #2 | -29.87% Nov 9, 2021 - Jan 6, 2022 | -0.99% May 20, 2025 - Jun 30, 2025 |
| #3 | -26.60% Apr 18, 2022 - May 4, 2022 | -0.93% Oct 27, 2025 - Nov 24, 2025 |
| #4 | -25.46% May 6, 2022 - May 25, 2022 | -0.87% Apr 3, 2025 - Apr 16, 2025 |
| #5 | -21.96% Mar 10, 2022 - Mar 23, 2022 | -0.70% Jan 6, 2026 - Feb 12, 2026 |
| #6 | -17.50% Feb 11, 2022 - Feb 28, 2022 | -0.62% Dec 6, 2024 - Jan 21, 2025 |
| #7 | -14.21% Jan 14, 2022 - Jan 27, 2022 | -0.60% Jan 21, 2025 - Feb 19, 2025 |
| #8 | -11.42% Mar 25, 2022 - Apr 8, 2022 | -0.58% Apr 17, 2026 - Jun 2, 2026 |
| #9 | -9.16% Apr 8, 2022 - Apr 14, 2022 | -0.53% Nov 24, 2025 - Dec 24, 2025 |
| #10 | -7.66% Feb 7, 2022 - Feb 11, 2022 | -0.42% Jul 28, 2025 - Aug 1, 2025 |
| #11 | -7.52% Mar 8, 2022 - Mar 10, 2022 | -0.35% Sep 23, 2025 - Oct 2, 2025 |
| #12 | -4.89% May 27, 2022 - Jun 1, 2022 | -0.34% Apr 16, 2025 - Apr 24, 2025 |
| #13 | -3.76% Feb 2, 2022 - Feb 4, 2022 | -0.31% Jun 30, 2025 - Jul 18, 2025 |
| #14 | -3.16% May 4, 2022 - May 6, 2022 | -0.27% Apr 30, 2025 - May 20, 2025 |
| #15 | -2.92% Jan 7, 2022 - Jan 11, 2022 | -0.26% Nov 8, 2024 - Nov 19, 2024 |
Correlation
Correlation between OILU and LDRC is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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