QTPI vs OILU

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

QTPI vs OILU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

QTPI

$76M

Winner

OILU

$77M

Expense Ratio

QTPI

0.60%

OILU

N/A

Max Drawdown

Winner

QTPI

4.88%

OILU

81.00%

Sharpe Ratio

QTPI

0.47

Winner

OILU

1.47

5Y Beta

Winner

QTPI

0.14

OILU

1.72

P/E Ratio

QTPI

N/A

OILU

20.43

Forward P/E

QTPI

N/A

OILU

12.54

PEG Ratio

QTPI

N/A

OILU

0.66

5Y EPS CAGR

QTPI

N/A

OILU

19.33%

Debt to Equity

QTPI

N/A

OILU

41.91%

P/S Ratio

QTPI

N/A

OILU

1.81

P/B Ratio

QTPI

N/A

OILU

2.26

QTPI vs OILU - Historical Returns

Returns include dividend reinvestment.

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

Winner

QTPI

-0.47%

OILU

-15.77%

QTPI

-0.09%

Winner

OILU

+0.17%

QTPI

+1.20%

Winner

OILU

+65.45%

QTPI

+5.48%

Winner

OILU

+113.51%

5Y(CAGR)

QTPI

N/A

OILU

+11.85%

Max(CAGR)

QTPI

+5.74%

Winner

OILU

+11.85%

QTPI vs OILU - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

QTPI vs OILU Drawdown Comparison

The maximum drawdown for QTPI was -4.07%, occurring on Apr 10, 2025. Recovery took 34 trading sessions.

The maximum drawdown for OILU was -81.00%, occurring on Apr 10, 2025. This drawdown has not yet recovered.

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

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