OILU vs QARP

Comparison between Bank of Montreal (OILU, ETF) and XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF (QARP, ETF).

5-Year PerformanceQARP has outperformed OILU, delivering a return of +11.9% compared to +11.9%

OILU vs QARP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILU(ETF)	QARP(ETF)
Net Assets	$77M	$77M
Expense Ratio	N/A	0.19%
Max Drawdown	81.00%	35.86%
Sharpe Ratio	1.47	1.76
5Y Beta	1.72	0.77
P/E Ratio	20.43	27.19
Forward P/E	12.54	21.89
PEG Ratio	0.66	N/A
5Y Dividends CAGR	N/A	4.17%
5Y EPS CAGR	19.33%	25.57%
Debt to Equity	41.91%	33.32%
P/S Ratio	1.81	2.39
P/B Ratio	2.26	5.44

Net Assets

OILU

$77M

QARP

$77M

Expense Ratio

OILU

N/A

QARP

0.19%

Max Drawdown

OILU

81.00%

Winner

QARP

35.86%

Sharpe Ratio

OILU

1.47

Winner

QARP

1.76

5Y Beta

OILU

1.72

Winner

QARP

0.77

P/E Ratio

Winner

OILU

20.43

QARP

27.19

Forward P/E

Winner

OILU

12.54

QARP

21.89

PEG Ratio

OILU

0.66

QARP

N/A

5Y Dividends CAGR

OILU

N/A

QARP

4.17%

5Y EPS CAGR

OILU

19.33%

Winner

QARP

25.57%

Debt to Equity

OILU

41.91%

Winner

QARP

33.32%

P/S Ratio

Winner

OILU

1.81

QARP

2.39

P/B Ratio

Winner

OILU

2.26

QARP

5.44

OILU vs QARP - Holdings Comparison

OILU and QARP have 12 common holdings. Overlap is 4.75%

OILU's top 25 holdings weight is 99.37%. QARP's top 25 holdings weight is 56.38%.

Rank	OILU	QARP
#1	CHEVRON CORP (CVX) - 15.62%	APPLE INC (AAPL) - 6.21%
#2	EXXON MOBIL CORP (XOM) - 15.05%	NVIDIA CORP (NVDA) - 6.03%
#3	CONOCOPHILLIPS (COP) - 7.86%	AMAZON.COM INC (AMZN) - 4.98%
#4	OCCIDENTAL PETROLEUM CORP (OXY) - 5.30%	ALPHABET INC CLASS A (GOOGL) - 4.78%
#5	SLB (SLB) - 5.26%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.97%
#6	EOG RESOURCES INC (EOG) - 4.34%	ALPHABET INC CLASS C (GOOG) - 3.93%
#7	DIAMONDBACK ENERGY INC (FANG) - 3.57%	META PLATFORMS INC CLASS A (META) - 3.53%
#8	EQT CORP (EQT) - 3.53%	WALMART INC (WMT) - 2.84%
#9	CHENIERE ENERGY INC (LNG) - 3.06%	JOHNSON & JOHNSON (JNJ) - 2.22%
#10	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 3.02%	CHEVRON CORP (CVX) - 2.21%
#11	BAKER HUGHES CO CLASS A (BKR) - 3.01%	COSTCO WHOLESALE CORP (COST) - 1.92%
#12	HALLIBURTON CO (HAL) - 2.95%	APPLIED MATERIALS INC (AMAT) - 1.82%
#13	WILLIAMS COMPANIES INC (WMB) - 2.93%	VISA INC CLASS A (V) - 1.60%
#14	DEVON ENERGY CORP (DVN) - 2.81%	LAM RESEARCH CORP (LRCX) - 1.40%
#15	PHILLIPS 66 (PSX) - 2.72%	CISCO SYSTEMS INC (CSCO) - 1.33%
#16	VALERO ENERGY CORP (VLO) - 2.66%	EXXON MOBIL CORP (XOM) - 1.32%
#17	MARATHON PETROLEUM CORP (MPC) - 2.57%	MERCK & CO INC (MRK) - 1.30%
#18	RANGE RESOURCES CORP (RRC) - 2.54%	CATERPILLAR INC (CAT) - 1.23%
#19	KINDER MORGAN INC CLASS P (KMI) - 2.41%	MCKESSON CORP (MCK) - 1.21%
#20	ONEOK INC (OKE) - 2.17%	MASTERCARD INC CLASS A (MA) - 1.21%
#21	COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.76%	HCA HEALTHCARE INC (HCA) - 0.28%
#22	ANTERO RESOURCES CORP (AR) - 1.56%	CVS HEALTH CORP (CVS) - 0.27%
#23	TECHNIPFMC PLC (FTI) - 1.35%	MARATHON PETROLEUM CORP (MPC) - 0.27%
#24	OVINTIV INC (OVV) - 1.32%	DELTA AIR LINES INC (DAL) - 0.26%
#25	N/A	MARSH (MRSH) - 0.26%
Total Holdings	24	312

OILU vs QARP - Historical Returns

Returns include dividend reinvestment.

Period	OILU	QARP
1 month	-15.77%	+0.81%
3 months	+0.17%	+5.63%
6 months	+65.45%	+9.58%
1 year	+113.51%	+24.84%
5 years(CAGR)	+11.85%	+11.87%
10 years(CAGR)	N/A	+13.99%
Max(CAGR)	+11.85%	+13.99%

OILU

-15.77%

Winner

QARP

+0.81%

OILU

+0.17%

Winner

QARP

+5.63%

Winner

OILU

+65.45%

QARP

+9.58%

Winner

OILU

+113.51%

QARP

+24.84%

5Y(CAGR)

OILU

+11.85%

Winner

QARP

+11.87%

10Y(CAGR)

OILU

N/A

QARP

+13.99%

Max(CAGR)

OILU

+11.85%

Winner

QARP

+13.99%

OILU vs QARP - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OILU	QARP
2026	+72.34%	+9.24%
2025	-19.25%	+15.07%
2024	-23.77%	+19.37%
2023	-23.28%	+23.64%
2022	+132.09%	-14.81%
2021	-17.87%	+33.46%
2020	N/A	+13.58%
2019	N/A	+30.14%
2018	N/A	-5.52%

OILU vs QARP 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 QARP was -35.43%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The current OILU drawdown is -50.73%. The current QARP drawdown is -1.80%.

Rank	OILU	QARP
#1	-81.00% Jun 7, 2022 - Apr 10, 2025	-35.43% Feb 19, 2020 - Aug 24, 2020
#2	-29.87% Nov 9, 2021 - Jan 6, 2022	-22.76% Dec 29, 2021 - Jul 25, 2023
#3	-26.60% Apr 18, 2022 - May 4, 2022	-17.28% Sep 6, 2018 - Apr 23, 2019
#4	-25.46% May 6, 2022 - May 25, 2022	-15.65% Feb 19, 2025 - Jul 25, 2025
#5	-21.96% Mar 10, 2022 - Mar 23, 2022	-9.33% Sep 2, 2020 - Nov 10, 2020
#6	-17.50% Feb 11, 2022 - Feb 28, 2022	-9.12% Jul 31, 2023 - Dec 13, 2023
#7	-14.21% Jan 14, 2022 - Jan 27, 2022	-7.48% Apr 23, 2019 - Jul 3, 2019
#8	-11.42% Mar 25, 2022 - Apr 8, 2022	-7.26% Feb 25, 2026 - Apr 17, 2026
#9	-9.16% Apr 8, 2022 - Apr 14, 2022	-6.34% Jul 16, 2024 - Aug 23, 2024
#10	-7.66% Feb 7, 2022 - Feb 11, 2022	-6.30% Jul 29, 2019 - Sep 12, 2019
#11	-7.52% Mar 8, 2022 - Mar 10, 2022	-5.69% Sep 3, 2021 - Oct 28, 2021
#12	-4.89% May 27, 2022 - Jun 1, 2022	-5.17% Mar 28, 2024 - May 20, 2024
#13	-3.76% Feb 2, 2022 - Feb 4, 2022	-4.72% Dec 2, 2024 - Jan 30, 2025
#14	-3.16% May 4, 2022 - May 6, 2022	-4.60% Sep 12, 2019 - Oct 22, 2019
#15	-2.92% Jan 7, 2022 - Jan 11, 2022	-4.51% Jan 21, 2021 - Feb 5, 2021

Correlation

Correlation between OILU and QARP is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101