RJDI vs OILU
Comparison between RJ EAGLE GCM DIVIDEND SELECT INCOME ETF (RJDI, ETF) and Bank of Montreal (OILU, ETF).
RJDI vs OILU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RJDI
$77M
OILU
$77M
Expense Ratio
RJDI
0.63%
OILU
N/A
Max Drawdown
Winner
RJDI
7.05%
OILU
81.00%
Sharpe Ratio
RJDI
1.38
Winner
OILU
1.47
5Y Beta
Winner
RJDI
0.72
OILU
1.72
P/E Ratio
RJDI
26.88
Winner
OILU
20.43
Forward P/E
RJDI
20.57
Winner
OILU
12.54
PEG Ratio
RJDI
0.69
Winner
OILU
0.66
5Y EPS CAGR
RJDI
10.43%
Winner
OILU
19.33%
Debt to Equity
RJDI
N/A
OILU
41.91%
P/S Ratio
RJDI
2.92
Winner
OILU
1.81
P/B Ratio
RJDI
4.84
Winner
OILU
2.26
RJDI vs OILU - Holdings Comparison
RJDI and OILU have 1 common holdings. Overlap is 1.37%
RJDI's top 25 holdings weight is 87.82%. OILU's top 25 holdings weight is 99.37%.
| Rank | RJDI | OILU |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.43% | CHEVRON CORP (CVX) - 15.62% |
| #2 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 5.62% | EXXON MOBIL CORP (XOM) - 15.05% |
| #3 | ANALOG DEVICES INC (ADI) - 5.30% | CONOCOPHILLIPS (COP) - 7.86% |
| #4 | WALMART INC (WMT) - 4.82% | OCCIDENTAL PETROLEUM CORP (OXY) - 5.30% |
| #5 | CORNING INC (GLW) - 4.53% | SLB (SLB) - 5.26% |
| #6 | US DOLLARS (n/a) - 4.25% | EOG RESOURCES INC (EOG) - 4.34% |
| #7 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 4.03% | DIAMONDBACK ENERGY INC (FANG) - 3.57% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.77% | EQT CORP (EQT) - 3.53% |
| #9 | APPLE INC (AAPL) - 3.73% | CHENIERE ENERGY INC (LNG) - 3.06% |
| #10 | TAPESTRY INC (TPR) - 3.69% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 3.02% |
| #11 | WELLTOWER INC (WELL) - 3.49% | BAKER HUGHES CO CLASS A (BKR) - 3.01% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.06% | HALLIBURTON CO (HAL) - 2.95% |
| #13 | MOTOROLA SOLUTIONS INC (MSI) - 3.04% | WILLIAMS COMPANIES INC (WMB) - 2.93% |
| #14 | EATON CORP PLC (ETN) - 3.03% | DEVON ENERGY CORP (DVN) - 2.81% |
| #15 | MICROSOFT CORP (MSFT) - 3.01% | PHILLIPS 66 (PSX) - 2.72% |
| #16 | ABBVIE INC (ABBV) - 2.85% | VALERO ENERGY CORP (VLO) - 2.66% |
| #17 | CUMMINS INC (CMI) - 2.64% | MARATHON PETROLEUM CORP (MPC) - 2.57% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 2.61% | RANGE RESOURCES CORP (RRC) - 2.54% |
| #19 | JOHNSON & JOHNSON (JNJ) - 2.55% | KINDER MORGAN INC CLASS P (KMI) - 2.41% |
| #20 | ENERGY TRANSFER LP (ET) - 2.52% | ONEOK INC (OKE) - 2.17% |
| #21 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.41% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.76% |
| #22 | DARDEN RESTAURANTS INC (DRI) - 2.24% | ANTERO RESOURCES CORP (AR) - 1.56% |
| #23 | UNION PACIFIC CORP (UNP) - 2.14% | TECHNIPFMC PLC (FTI) - 1.35% |
| #24 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.07% | OVINTIV INC (OVV) - 1.32% |
| #25 | CME GROUP INC CLASS A (CME) - 1.99% | N/A |
| Total Holdings | 39 | 24 |
RJDI vs OILU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RJDI
-1.33%
OILU
-15.77%
3M
Winner
RJDI
+3.71%
OILU
+0.17%
6M
RJDI
+11.87%
Winner
OILU
+65.45%
1Y
RJDI
N/A
OILU
+113.51%
5Y(CAGR)
RJDI
N/A
OILU
+11.85%
Max(CAGR)
Winner
RJDI
+22.64%
OILU
+11.85%
RJDI vs OILU - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | RJDI | OILU |
|---|---|---|
| 2026 | +12.14% | +72.34% |
| 2025 | +1.59% | -19.25% |
| 2024 | N/A | -23.77% |
| 2023 | N/A | -23.28% |
| 2022 | N/A | +132.09% |
| 2021 | N/A | -17.87% |
RJDI vs OILU Drawdown Comparison
The maximum drawdown for RJDI was -7.05%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for OILU was -81.00%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The current RJDI drawdown is -2.76%. The current OILU drawdown is -50.73%.
| Rank | RJDI | OILU |
|---|---|---|
| #1 | -7.05% Feb 25, 2026 - Apr 17, 2026 | -81.00% Jun 7, 2022 - Apr 10, 2025 |
| #2 | -3.21% Oct 6, 2025 - Oct 27, 2025 | -29.87% Nov 9, 2021 - Jan 6, 2022 |
| #3 | -3.06% Oct 27, 2025 - Nov 25, 2025 | -26.60% Apr 18, 2022 - May 4, 2022 |
| #4 | -2.82% Dec 11, 2025 - Jan 15, 2026 | -25.46% May 6, 2022 - May 25, 2022 |
| #5 | -2.76% May 14, 2026 - Jun 5, 2026 | -21.96% Mar 10, 2022 - Mar 23, 2022 |
| #6 | -1.82% May 6, 2026 - May 14, 2026 | -17.50% Feb 11, 2022 - Feb 28, 2022 |
| #7 | -1.81% Apr 23, 2026 - Apr 30, 2026 | -14.21% Jan 14, 2022 - Jan 27, 2022 |
| #8 | -1.61% Jan 16, 2026 - Jan 29, 2026 | -11.42% Mar 25, 2022 - Apr 8, 2022 |
| #9 | -1.05% Apr 30, 2026 - May 6, 2026 | -9.16% Apr 8, 2022 - Apr 14, 2022 |
| #10 | -0.99% Nov 28, 2025 - Dec 10, 2025 | -7.66% Feb 7, 2022 - Feb 11, 2022 |
| #11 | -0.75% Feb 11, 2026 - Feb 20, 2026 | -7.52% Mar 8, 2022 - Mar 10, 2022 |
| #12 | -0.60% Apr 20, 2026 - Apr 22, 2026 | -4.89% May 27, 2022 - Jun 1, 2022 |
| #13 | -0.21% Feb 20, 2026 - Feb 24, 2026 | -3.76% Feb 2, 2022 - Feb 4, 2022 |
| #14 | -0.18% Feb 9, 2026 - Feb 11, 2026 | -3.16% May 4, 2022 - May 6, 2022 |
| #15 | N/A | -2.92% Jan 7, 2022 - Jan 11, 2022 |
Correlation
Correlation between RJDI and OILU is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
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