OILU vs STBF

Comparison between Bank of Montreal (OILU, ETF) and PERFORMANCE TRUST SHORT TERM BOND ETF (STBF, ETF).

OILU vs STBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OILU(ETF)	STBF(ETF)
Net Assets	$60M	$60M
Expense Ratio	N/A	0.65%
Max Drawdown	81.00%	2.00%
Sharpe Ratio	1.24	1.12
5Y Beta	1.69	-0.00
P/E Ratio	20.68	N/A
Forward P/E	12.13	N/A
PEG Ratio	0.67	N/A
5Y EPS CAGR	19.33%	N/A
Debt to Equity	41.91%	N/A
P/S Ratio	1.84	N/A
P/B Ratio	2.27	N/A

Net Assets

OILU

$60M

Winner

STBF

$60M

Expense Ratio

OILU

N/A

STBF

0.65%

Max Drawdown

OILU

81.00%

Winner

STBF

2.00%

Sharpe Ratio

Winner

OILU

1.24

STBF

1.12

5Y Beta

OILU

1.69

Winner

STBF

-0.00

P/E Ratio

OILU

20.68

STBF

N/A

Forward P/E

OILU

12.13

STBF

N/A

PEG Ratio

OILU

0.67

STBF

N/A

5Y EPS CAGR

OILU

19.33%

STBF

N/A

Debt to Equity

OILU

41.91%

STBF

N/A

P/S Ratio

OILU

1.84

STBF

N/A

P/B Ratio

OILU

2.27

STBF

N/A

OILU vs STBF - Historical Returns

Returns include dividend reinvestment.

Period	OILU	STBF
1 month	-5.43%	+0.15%
3 months	-6.17%	+1.13%
6 months	+71.72%	+1.81%
1 year	+79.06%	+5.34%
5 years(CAGR)	+11.49%	N/A
Max(CAGR)	+11.49%	+5.74%

OILU

-5.43%

Winner

STBF

+0.15%

OILU

-6.17%

Winner

STBF

+1.13%

Winner

OILU

+71.72%

STBF

+1.81%

Winner

OILU

+79.06%

STBF

+5.34%

5Y(CAGR)

OILU

+11.49%

STBF

N/A

Max(CAGR)

Winner

OILU

+11.49%

STBF

+5.74%

OILU vs STBF - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	OILU	STBF
2026	+70.14%	+1.54%
2025	-19.25%	+6.35%
2024	-23.77%	+4.59%
2023	-23.28%	N/A
2022	+132.09%	N/A
2021	-17.87%	N/A

OILU vs STBF 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 STBF was -1.18%, occurring on Apr 11, 2025. Recovery took 16 trading sessions.

The current OILU drawdown is -51.36%. The current STBF drawdown is -0.01%.

Rank	OILU	STBF
#1	-81.00% Jun 7, 2022 - Apr 10, 2025	-1.18% Apr 4, 2025 - Apr 29, 2025
#2	-29.87% Nov 9, 2021 - Jan 6, 2022	-1.00% Feb 26, 2026 - Apr 17, 2026
#3	-26.60% Apr 18, 2022 - May 4, 2022	-0.64% Dec 9, 2024 - Jan 27, 2025
#4	-25.46% May 6, 2022 - May 25, 2022	-0.63% Mar 4, 2025 - Apr 4, 2025
#5	-21.96% Mar 10, 2022 - Mar 23, 2022	-0.58% May 11, 2026 - May 19, 2026
#6	-17.50% Feb 11, 2022 - Feb 28, 2022	-0.53% Oct 1, 2024 - Nov 26, 2024
#7	-14.21% Jan 14, 2022 - Jan 27, 2022	-0.51% Oct 27, 2025 - Nov 21, 2025
#8	-11.42% Mar 25, 2022 - Apr 8, 2022	-0.47% Aug 2, 2024 - Aug 19, 2024
#9	-9.16% Apr 8, 2022 - Apr 14, 2022	-0.44% Apr 30, 2025 - Jun 2, 2025
#10	-7.66% Feb 7, 2022 - Feb 11, 2022	-0.40% Apr 9, 2024 - May 3, 2024
#11	-7.52% Mar 8, 2022 - Mar 10, 2022	-0.31% May 15, 2024 - Jun 4, 2024
#12	-4.89% May 27, 2022 - Jun 1, 2022	-0.28% Apr 27, 2026 - May 8, 2026
#13	-3.76% Feb 2, 2022 - Feb 4, 2022	-0.24% Jun 30, 2025 - Jul 22, 2025
#14	-3.16% May 4, 2022 - May 6, 2022	-0.22% Jun 25, 2024 - Jul 5, 2024
#15	-2.92% Jan 7, 2022 - Jan 11, 2022	-0.18% Jun 5, 2025 - Jun 12, 2025