OILU vs QTPI

Comparison between Bank of Montreal (OILU, ETF) and NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF (QTPI, ETF).

OILU vs QTPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILU(ETF)	QTPI(ETF)
Net Assets	$77M	$76M
Expense Ratio	N/A	0.60%
Max Drawdown	81.00%	4.88%
Sharpe Ratio	1.47	0.47
5Y Beta	1.72	0.14
P/E Ratio	20.43	N/A
Forward P/E	12.54	N/A
PEG Ratio	0.66	N/A
5Y EPS CAGR	19.33%	N/A
Debt to Equity	41.91%	N/A
P/S Ratio	1.81	N/A
P/B Ratio	2.26	N/A

Net Assets

Winner

OILU

$77M

QTPI

$76M

Expense Ratio

OILU

N/A

QTPI

0.60%

Max Drawdown

OILU

81.00%

Winner

QTPI

4.88%

Sharpe Ratio

Winner

OILU

1.47

QTPI

0.47

5Y Beta

OILU

1.72

Winner

QTPI

0.14

P/E Ratio

OILU

20.43

QTPI

N/A

Forward P/E

OILU

12.54

QTPI

N/A

PEG Ratio

OILU

0.66

QTPI

N/A

5Y EPS CAGR

OILU

19.33%

QTPI

N/A

Debt to Equity

OILU

41.91%

QTPI

N/A

P/S Ratio

OILU

1.81

QTPI

N/A

P/B Ratio

OILU

2.26

QTPI

N/A

OILU vs QTPI - Historical Returns

Returns include dividend reinvestment.

Period	OILU	QTPI
1 month	-15.77%	-0.47%
3 months	+0.17%	-0.09%
6 months	+65.45%	+1.20%
1 year	+113.51%	+5.48%
5 years(CAGR)	+11.85%	N/A
Max(CAGR)	+11.85%	+5.74%

OILU

-15.77%

Winner

QTPI

-0.47%

Winner

OILU

+0.17%

QTPI

-0.09%

Winner

OILU

+65.45%

QTPI

+1.20%

Winner

OILU

+113.51%

QTPI

+5.48%

5Y(CAGR)

OILU

+11.85%

QTPI

N/A

Max(CAGR)

Winner

OILU

+11.85%

QTPI

+5.74%

OILU vs QTPI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	OILU	QTPI
2026	+72.34%	+0.50%
2025	-19.25%	+7.38%
2024	-23.77%	+0.34%
2023	-23.28%	N/A
2022	+132.09%	N/A
2021	-17.87%	N/A

OILU vs QTPI 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 QTPI was -4.07%, occurring on Apr 10, 2025. Recovery took 34 trading sessions.

The current OILU drawdown is -50.73%. The current QTPI drawdown is -0.81%.

Rank	OILU	QTPI
#1	-81.00% Jun 7, 2022 - Apr 10, 2025	-4.07% Mar 24, 2025 - May 12, 2025
#2	-29.87% Nov 9, 2021 - Jan 6, 2022	-2.11% Feb 20, 2026 - Mar 27, 2026
#3	-26.60% Apr 18, 2022 - May 4, 2022	-1.24% Dec 30, 2024 - Jan 21, 2025
#4	-25.46% May 6, 2022 - May 25, 2022	-0.90% May 29, 2025 - Jun 3, 2025
#5	-21.96% Mar 10, 2022 - Mar 23, 2022	-0.78% Oct 1, 2025 - Oct 24, 2025
#6	-17.50% Feb 11, 2022 - Feb 28, 2022	-0.77% Jun 3, 2025 - Jun 23, 2025
#7	-14.21% Jan 14, 2022 - Jan 27, 2022	-0.68% Oct 27, 2025 - Nov 26, 2025
#8	-11.42% Mar 25, 2022 - Apr 8, 2022	-0.65% May 19, 2025 - May 29, 2025
#9	-9.16% Apr 8, 2022 - Apr 14, 2022	-0.59% Jul 9, 2025 - Jul 29, 2025
#10	-7.66% Feb 7, 2022 - Feb 11, 2022	-0.49% Dec 19, 2025 - Jan 5, 2026
#11	-7.52% Mar 8, 2022 - Mar 10, 2022	-0.49% Jan 21, 2025 - Jan 27, 2025
#12	-4.89% May 27, 2022 - Jun 1, 2022	-0.46% Feb 28, 2025 - Mar 24, 2025
#13	-3.76% Feb 2, 2022 - Feb 4, 2022	-0.42% Jan 27, 2025 - Jan 30, 2025
#14	-3.16% May 4, 2022 - May 6, 2022	-0.42% Dec 2, 2025 - Dec 10, 2025
#15	-2.92% Jan 7, 2022 - Jan 11, 2022	-0.40% Dec 20, 2024 - Dec 30, 2024