OILU vs PBJA

Comparison between Bank of Montreal (OILU, ETF) and PGIM S&P 500 BUFFER 20 ETF - JANUARY (PBJA, ETF).

OILU vs PBJA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILU(ETF)	PBJA(ETF)
Net Assets	$60M	$60M
Expense Ratio	N/A	0.50%
Max Drawdown	81.00%	8.50%
Sharpe Ratio	1.24	1.60
5Y Beta	1.69	0.38
P/E Ratio	20.68	N/A
Forward P/E	12.13	N/A
PEG Ratio	0.67	N/A
5Y EPS CAGR	19.33%	N/A
Debt to Equity	41.91%	N/A
P/S Ratio	1.84	N/A
P/B Ratio	2.27	N/A

Net Assets

Winner

OILU

$60M

PBJA

$60M

Expense Ratio

OILU

N/A

PBJA

0.50%

Max Drawdown

OILU

81.00%

Winner

PBJA

8.50%

Sharpe Ratio

OILU

1.24

Winner

PBJA

1.60

5Y Beta

OILU

1.69

Winner

PBJA

0.38

P/E Ratio

OILU

20.68

PBJA

N/A

Forward P/E

OILU

12.13

PBJA

N/A

PEG Ratio

OILU

0.67

PBJA

N/A

5Y EPS CAGR

OILU

19.33%

PBJA

N/A

Debt to Equity

OILU

41.91%

PBJA

N/A

P/S Ratio

OILU

1.84

PBJA

N/A

P/B Ratio

OILU

2.27

PBJA

N/A

OILU vs PBJA - Historical Returns

Returns include dividend reinvestment.

Period	OILU	PBJA
1 month	-5.43%	+0.45%
3 months	-6.17%	+4.83%
6 months	+71.72%	+4.47%
1 year	+79.06%	+11.82%
5 years(CAGR)	+11.49%	N/A
Max(CAGR)	+11.49%	+10.88%

OILU

-5.43%

Winner

PBJA

+0.45%

OILU

-6.17%

Winner

PBJA

+4.83%

Winner

OILU

+71.72%

PBJA

+4.47%

Winner

OILU

+79.06%

PBJA

+11.82%

5Y(CAGR)

OILU

+11.49%

PBJA

N/A

Max(CAGR)

Winner

OILU

+11.49%

PBJA

+10.88%

OILU vs PBJA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	OILU	PBJA
2026	+70.14%	+3.94%
2025	-19.25%	+10.25%
2024	-23.77%	+12.18%
2023	-23.28%	N/A
2022	+132.09%	N/A
2021	-17.87%	N/A

OILU vs PBJA 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 PBJA was -8.50%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current OILU drawdown is -51.36%. The current PBJA drawdown is -0.49%.

Rank	OILU	PBJA
#1	-81.00% Jun 7, 2022 - Apr 10, 2025	-8.50% Feb 19, 2025 - Jun 3, 2025
#2	-29.87% Nov 9, 2021 - Jan 6, 2022	-3.58% Feb 25, 2026 - Apr 13, 2026
#3	-26.60% Apr 18, 2022 - May 4, 2022	-2.65% Jul 16, 2024 - Aug 15, 2024
#4	-25.46% May 6, 2022 - May 25, 2022	-1.67% Mar 28, 2024 - May 6, 2024
#5	-21.96% Mar 10, 2022 - Mar 23, 2022	-1.16% Jun 2, 2026 - Jun 10, 2026
#6	-17.50% Feb 11, 2022 - Feb 28, 2022	-1.15% Nov 12, 2025 - Nov 25, 2025
#7	-14.21% Jan 14, 2022 - Jan 27, 2022	-1.10% Jan 6, 2025 - Jan 17, 2025
#8	-11.42% Mar 25, 2022 - Apr 8, 2022	-1.09% Aug 30, 2024 - Sep 13, 2024
#9	-9.16% Apr 8, 2022 - Apr 14, 2022	-1.03% Jan 28, 2026 - Feb 25, 2026
#10	-7.66% Feb 7, 2022 - Feb 11, 2022	-0.98% Jul 25, 2025 - Aug 8, 2025
#11	-7.52% Mar 8, 2022 - Mar 10, 2022	-0.93% Jan 12, 2026 - Jan 26, 2026
#12	-4.89% May 27, 2022 - Jun 1, 2022	-0.78% Oct 8, 2025 - Oct 20, 2025
#13	-3.76% Feb 2, 2022 - Feb 4, 2022	-0.63% Feb 12, 2024 - Feb 22, 2024
#14	-3.16% May 4, 2022 - May 6, 2022	-0.62% Jan 29, 2024 - Feb 2, 2024
#15	-2.92% Jan 7, 2022 - Jan 11, 2022	-0.56% Jun 12, 2025 - Jun 24, 2025