OILU vs SMOX
Comparison between Bank of Montreal (OILU, ETF) and Horizon SmallMid Cap Core Equity ETF (SMOX, ETF).
OILU vs SMOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OILU
$60M
SMOX
$60M
Expense Ratio
OILU
N/A
SMOX
0.75%
Max Drawdown
OILU
81.00%
Winner
SMOX
7.76%
Sharpe Ratio
OILU
1.24
Winner
SMOX
1.99
5Y Beta
OILU
1.69
Winner
SMOX
0.96
P/E Ratio
Winner
OILU
20.68
SMOX
21.03
Forward P/E
Winner
OILU
12.13
SMOX
15.95
PEG Ratio
OILU
0.67
Winner
SMOX
0.07
5Y EPS CAGR
Winner
OILU
19.33%
SMOX
17.68%
Debt to Equity
OILU
41.91%
Winner
SMOX
28.03%
P/S Ratio
OILU
1.84
Winner
SMOX
1.57
P/B Ratio
Winner
OILU
2.27
SMOX
2.82
OILU vs SMOX - Holdings Comparison
OILU and SMOX have 4 common holdings. Overlap is 2.70%
OILU's top 25 holdings weight is 99.37%. SMOX's top 25 holdings weight is 23.95%.
| Rank | OILU | SMOX |
|---|---|---|
| #1 | CHEVRON CORP (CVX) - 15.62% | COHERENT CORP (COHR) - 1.89% |
| #2 | EXXON MOBIL CORP (XOM) - 15.05% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.36% |
| #3 | CONOCOPHILLIPS (COP) - 7.86% | TD SYNNEX CORP (SNX) - 1.29% |
| #4 | OCCIDENTAL PETROLEUM CORP (OXY) - 5.30% | CASEY'S GENERAL STORES INC (CASY) - 1.29% |
| #5 | SLB (SLB) - 5.26% | TWILIO INC CLASS A (TWLO) - 1.25% |
| #6 | EOG RESOURCES INC (EOG) - 4.34% | TECHNIPFMC PLC (FTI) - 1.24% |
| #7 | DIAMONDBACK ENERGY INC (FANG) - 3.57% | CURTISS-WRIGHT CORP (CW) - 1.19% |
| #8 | EQT CORP (EQT) - 3.53% | ALCOA CORP (AA) - 1.14% |
| #9 | CHENIERE ENERGY INC (LNG) - 3.06% | UNITED THERAPEUTICS CORP (UTHR) - 1.12% |
| #10 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 3.02% | NVENT ELECTRIC PLC (NVT) - 1.10% |
| #11 | BAKER HUGHES CO CLASS A (BKR) - 3.01% | WOODWARD INC (WWD) - 0.86% |
| #12 | HALLIBURTON CO (HAL) - 2.95% | BORGWARNER INC (BWA) - 0.85% |
| #13 | WILLIAMS COMPANIES INC (WMB) - 2.93% | TENET HEALTHCARE CORP (THC) - 0.84% |
| #14 | DEVON ENERGY CORP (DVN) - 2.81% | RELIANCE INC (RS) - 0.78% |
| #15 | PHILLIPS 66 (PSX) - 2.72% | TOLL BROTHERS INC (TOL) - 0.76% |
| #16 | VALERO ENERGY CORP (VLO) - 2.66% | ATI INC (ATI) - 0.74% |
| #17 | MARATHON PETROLEUM CORP (MPC) - 2.57% | RBC BEARINGS INC (RBC) - 0.74% |
| #18 | RANGE RESOURCES CORP (RRC) - 2.54% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.74% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 2.41% | US FOODS HOLDING CORP (USFD) - 0.71% |
| #20 | ONEOK INC (OKE) - 2.17% | OTHER ASSETS AND LIABILITIES (n/a) - 0.70% |
| #21 | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.76% | MUELLER INDUSTRIES INC (MLI) - 0.70% |
| #22 | ANTERO RESOURCES CORP (AR) - 1.56% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.67% |
| #23 | TECHNIPFMC PLC (FTI) - 1.35% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67% |
| #24 | OVINTIV INC (OVV) - 1.32% | JONES LANG LASALLE INC (JLL) - 0.66% |
| #25 | N/A | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.66% |
| Total Holdings | 24 | 296 |
OILU vs SMOX - Historical Returns
Returns include dividend reinvestment.
1M
OILU
-5.43%
Winner
SMOX
+3.34%
3M
OILU
-6.17%
Winner
SMOX
+14.42%
6M
Winner
OILU
+71.72%
SMOX
+18.42%
1Y
OILU
+79.06%
SMOX
N/A
5Y(CAGR)
OILU
+11.49%
SMOX
N/A
Max(CAGR)
OILU
+11.49%
Winner
SMOX
+41.87%
OILU vs SMOX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OILU | SMOX |
|---|---|---|
| 2026 | +70.14% | +18.09% |
| 2025 | -19.25% | +0.44% |
| 2024 | -23.77% | N/A |
| 2023 | -23.28% | N/A |
| 2022 | +132.09% | N/A |
| 2021 | -17.87% | N/A |
OILU vs SMOX 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 SMOX was -7.76%, occurring on Mar 20, 2026. Recovery took 26 trading sessions.
The current OILU drawdown is -51.36%.
| Rank | OILU | SMOX |
|---|---|---|
| #1 | -81.00% Jun 7, 2022 - Apr 10, 2025 | -7.76% Mar 2, 2026 - Apr 8, 2026 |
| #2 | -29.87% Nov 9, 2021 - Jan 6, 2022 | -3.45% May 6, 2026 - May 26, 2026 |
| #3 | -26.60% Apr 18, 2022 - May 4, 2022 | -2.53% Dec 11, 2025 - Jan 5, 2026 |
| #4 | -25.46% May 6, 2022 - May 25, 2022 | -1.72% Jun 4, 2026 - Jun 11, 2026 |
| #5 | -21.96% Mar 10, 2022 - Mar 23, 2022 | -1.61% Jan 21, 2026 - Feb 6, 2026 |
| #6 | -17.50% Feb 11, 2022 - Feb 28, 2022 | -1.51% Apr 27, 2026 - Apr 30, 2026 |
| #7 | -14.21% Jan 14, 2022 - Jan 27, 2022 | -1.43% Feb 20, 2026 - Feb 25, 2026 |
| #8 | -11.42% Mar 25, 2022 - Apr 8, 2022 | -1.29% Feb 11, 2026 - Feb 20, 2026 |
| #9 | -9.16% Apr 8, 2022 - Apr 14, 2022 | -1.27% May 26, 2026 - Jun 4, 2026 |
| #10 | -7.66% Feb 7, 2022 - Feb 11, 2022 | -0.91% Jan 15, 2026 - Jan 21, 2026 |
| #11 | -7.52% Mar 8, 2022 - Mar 10, 2022 | -0.78% Feb 26, 2026 - Mar 2, 2026 |
| #12 | -4.89% May 27, 2022 - Jun 1, 2022 | -0.63% Dec 5, 2025 - Dec 10, 2025 |
| #13 | -3.76% Feb 2, 2022 - Feb 4, 2022 | -0.62% Apr 14, 2026 - Apr 17, 2026 |
| #14 | -3.16% May 4, 2022 - May 6, 2022 | -0.51% Apr 9, 2026 - Apr 13, 2026 |
| #15 | -2.92% Jan 7, 2022 - Jan 11, 2022 | -0.46% Apr 20, 2026 - Apr 27, 2026 |
Correlation
Correlation between OILU and SMOX is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
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