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OILU vs SPY

Comparison between Bank of Montreal (OILU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OILU, delivering a return of +13.3% compared to +11.9%

OILU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OILU
$77M
Winner
SPY
$735B
Expense Ratio
OILU
N/A
SPY
0.09%
Max Drawdown
OILU
81.00%
Winner
SPY
56.47%
Sharpe Ratio
OILU
1.47
Winner
SPY
1.62
5Y Beta
OILU
1.72
Winner
SPY
1.00
P/E Ratio
Winner
OILU
20.43
SPY
28.99
Forward P/E
Winner
OILU
12.54
SPY
22.37
PEG Ratio
OILU
0.66
SPY
N/A
5Y Dividends CAGR
OILU
N/A
SPY
5.43%
5Y EPS CAGR
OILU
19.33%
Winner
SPY
26.05%
Debt to Equity
OILU
41.91%
Winner
SPY
32.40%
P/S Ratio
Winner
OILU
1.81
SPY
3.74
P/B Ratio
Winner
OILU
2.26
SPY
5.61

OILU vs SPY - Holdings Comparison

OILU and SPY have 18 common holdings. Overlap is 3.06%

OILU's top 25 holdings weight is 99.37%. SPY's top 25 holdings weight is 52.37%.

RankOILUSPY
#1
CHEVRON CORP (CVX) - 15.62%
NVIDIA CORP (NVDA) - 8.10%
#2
EXXON MOBIL CORP (XOM) - 15.05%
APPLE INC (AAPL) - 7.02%
#3
CONOCOPHILLIPS (COP) - 7.86%
MICROSOFT CORP (MSFT) - 4.79%
#4
OCCIDENTAL PETROLEUM CORP (OXY) - 5.30%
AMAZON.COM INC (AMZN) - 4.02%
#5
SLB (SLB) - 5.26%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
EOG RESOURCES INC (EOG) - 4.34%
BROADCOM INC (AVGO) - 3.10%
#7
DIAMONDBACK ENERGY INC (FANG) - 3.57%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
EQT CORP (EQT) - 3.53%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CHENIERE ENERGY INC (LNG) - 3.06%
TESLA INC (TSLA) - 1.89%
#10
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 3.02%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BAKER HUGHES CO CLASS A (BKR) - 3.01%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
HALLIBURTON CO (HAL) - 2.95%
ELI LILLY AND CO (LLY) - 1.31%
#13
WILLIAMS COMPANIES INC (WMB) - 2.93%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
DEVON ENERGY CORP (DVN) - 2.81%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
PHILLIPS 66 (PSX) - 2.72%
EXXON MOBIL CORP (XOM) - 0.97%
#16
VALERO ENERGY CORP (VLO) - 2.66%
INTEL CORP (INTC) - 0.90%
#17
MARATHON PETROLEUM CORP (MPC) - 2.57%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
RANGE RESOURCES CORP (RRC) - 2.54%
VISA INC CLASS A (V) - 0.85%
#19
KINDER MORGAN INC CLASS P (KMI) - 2.41%
WALMART INC (WMT) - 0.81%
#20
ONEOK INC (OKE) - 2.17%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.76%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ANTERO RESOURCES CORP (AR) - 1.56%
CATERPILLAR INC (CAT) - 0.66%
#23
TECHNIPFMC PLC (FTI) - 1.35%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
OVINTIV INC (OVV) - 1.32%
LAM RESEARCH CORP (LRCX) - 0.62%
#25N/A
ABBVIE INC (ABBV) - 0.58%
Total Holdings24505

OILU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OILU
-15.77%
Winner
SPY
+1.90%
3M
OILU
+0.17%
Winner
SPY
+8.55%
6M
Winner
OILU
+65.45%
SPY
+8.18%
1Y
Winner
OILU
+113.51%
SPY
+25.79%
5Y(CAGR)
OILU
+11.85%
Winner
SPY
+13.32%
10Y(CAGR)
OILU
N/A
SPY
+15.19%
Max(CAGR)
Winner
OILU
+11.85%
SPY
+8.47%

OILU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOILUSPY
2026+72.34%+8.26%
2025-19.25%+18.00%
2024-23.77%+25.59%
2023-23.28%+26.72%
2022+132.09%-18.64%
2021-17.87%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OILU vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current OILU drawdown is -50.73%. The current SPY drawdown is -2.90%.

RankOILUSPY
#1-81.00%
Jun 7, 2022 - Apr 10, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.87%
Nov 9, 2021 - Jan 6, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.60%
Apr 18, 2022 - May 4, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.46%
May 6, 2022 - May 25, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.96%
Mar 10, 2022 - Mar 23, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.50%
Feb 11, 2022 - Feb 28, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.21%
Jan 14, 2022 - Jan 27, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.42%
Mar 25, 2022 - Apr 8, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.16%
Apr 8, 2022 - Apr 14, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.66%
Feb 7, 2022 - Feb 11, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.52%
Mar 8, 2022 - Mar 10, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.89%
May 27, 2022 - Jun 1, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.76%
Feb 2, 2022 - Feb 4, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.16%
May 4, 2022 - May 6, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.92%
Jan 7, 2022 - Jan 11, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OILU and SPY is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42
-101

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