OILU vs QLDY
Comparison between Bank of Montreal (OILU, ETF) and DEFIANCE NASDAQ 100 LIGHTNINGSPREAD(TM) INCOME ETF (QLDY, ETF).
OILU vs QLDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OILU vs QLDY - Holdings Comparison
OILU and QLDY have 0 common holdings. Overlap is 0.00%
OILU's top 25 holdings weight is 99.45%. QLDY's top 25 holdings weight is 4.49%.
| Rank | OILU | QLDY |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 14.98% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.49% |
| #2 | CHEVRON CORP (CVX) - 14.67% | N/A |
| #3 | CONOCOPHILLIPS (COP) - 6.57% | N/A |
| #4 | SLB LTD (SLB) - 5.47% | N/A |
| #5 | OCCIDENTAL PETROLEUM CORP (OXY) - 5.39% | N/A |
| #6 | DEVON ENERGY CORP (DVN) - 4.48% | N/A |
| #7 | VALERO ENERGY CORP (VLO) - 4.46% | N/A |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 3.93% | N/A |
| #9 | EOG RESOURCES INC (EOG) - 3.88% | N/A |
| #10 | DIAMONDBACK ENERGY INC (FANG) - 3.59% | N/A |
| #11 | HALLIBURTON CO (HAL) - 3.41% | N/A |
| #12 | CHENIERE ENERGY INC (LNG) - 3.34% | N/A |
| #13 | EQT CORP (EQT) - 3.03% | N/A |
| #14 | MARATHON PETROLEUM CORP (MPC) - 3.01% | N/A |
| #15 | WILLIAMS COMPANIES INC (WMB) - 2.61% | N/A |
| #16 | PHILLIPS 66 (PSX) - 2.42% | N/A |
| #17 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15% | N/A |
| #18 | ONEOK INC (OKE) - 2.05% | N/A |
| #19 | TECHNIPFMC PLC (FTI) - 2.01% | N/A |
| #20 | KINDER MORGAN INC CLASS P (KMI) - 1.86% | N/A |
| #21 | APA CORP (APA) - 1.85% | N/A |
| #22 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.69% | N/A |
| #23 | OVINTIV INC (OVV) - 1.68% | N/A |
| #24 | HF SINCLAIR CORP (DINO) - 0.92% | N/A |
| #25 | N/A | N/A |
| Total Holdings | 24 | 1 |
OILU vs QLDY - Historical Returns
Returns include dividend reinvestment.
OILU vs QLDY - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OILU | QLDY |
|---|---|---|
| 2026 | +73.61% | +10.75% |
| 2025 | -19.25% | +1.48% |
| 2024 | -23.77% | N/A |
| 2023 | -23.28% | N/A |
| 2022 | +132.09% | N/A |
| 2021 | -17.87% | N/A |
OILU vs QLDY 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 QLDY was -17.44%, occurring on Mar 30, 2026. Recovery took 121 trading sessions.
The current OILU drawdown is -50.37%. The current QLDY drawdown is -7.64%.
| Rank | OILU | QLDY |
|---|---|---|
| #1 | -81.00% Jun 7, 2022 - Apr 10, 2025 | -17.44% Oct 29, 2025 - Apr 24, 2026 |
| #2 | -29.87% Nov 9, 2021 - Jan 6, 2022 | -9.67% Jun 2, 2026 - Jul 20, 2026 |
| #3 | -26.60% Apr 18, 2022 - May 4, 2022 | -3.79% Oct 9, 2025 - Oct 24, 2025 |
| #4 | -25.46% May 6, 2022 - May 25, 2022 | -3.39% May 14, 2026 - May 26, 2026 |
| #5 | -21.96% Mar 10, 2022 - Mar 23, 2022 | -1.91% Sep 22, 2025 - Oct 1, 2025 |
| #6 | -17.50% Feb 11, 2022 - Feb 28, 2022 | -1.04% Apr 27, 2026 - Apr 30, 2026 |
| #7 | -14.21% Jan 14, 2022 - Jan 27, 2022 | -0.85% May 11, 2026 - May 13, 2026 |
| #8 | -11.42% Mar 25, 2022 - Apr 8, 2022 | -0.55% Oct 2, 2025 - Oct 8, 2025 |
| #9 | -9.16% Apr 8, 2022 - Apr 14, 2022 | -0.25% May 1, 2026 - May 5, 2026 |
| #10 | -7.66% Feb 7, 2022 - Feb 11, 2022 | -0.02% May 6, 2026 - May 8, 2026 |
| #11 | -7.52% Mar 8, 2022 - Mar 10, 2022 | N/A |
| #12 | -4.89% May 27, 2022 - Jun 1, 2022 | N/A |
| #13 | -3.76% Feb 2, 2022 - Feb 4, 2022 | N/A |
| #14 | -3.16% May 4, 2022 - May 6, 2022 | N/A |
| #15 | -2.92% Jan 7, 2022 - Jan 11, 2022 | N/A |
Correlation
Correlation between OILU and QLDY is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
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