VMAX vs OILU
Comparison between HARTFORD US VALUE ETF (VMAX, ETF) and Bank of Montreal (OILU, ETF).
VMAX vs OILU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VMAX
$48M
Winner
OILU
$48M
Expense Ratio
VMAX
0.29%
OILU
N/A
Max Drawdown
Winner
VMAX
19.86%
OILU
81.00%
Sharpe Ratio
Winner
VMAX
1.84
OILU
1.28
5Y Beta
Winner
VMAX
0.83
OILU
1.60
P/E Ratio
Winner
VMAX
15.34
OILU
20.77
Forward P/E
VMAX
13.01
Winner
OILU
11.95
PEG Ratio
Winner
VMAX
0.20
OILU
0.79
5Y EPS CAGR
VMAX
16.86%
Winner
OILU
18.26%
Debt to Equity
Winner
VMAX
-4.89%
OILU
45.52%
P/S Ratio
Winner
VMAX
1.43
OILU
1.75
P/B Ratio
VMAX
2.39
Winner
OILU
2.29
VMAX vs OILU - Holdings Comparison
VMAX and OILU have 7 common holdings. Overlap is 7.81%
VMAX's top 25 holdings weight is 41.69%. OILU's top 25 holdings weight is 99.45%.
| Rank | VMAX | OILU |
|---|---|---|
| #1 | BANK OF NEW YORK MELLON CORP (BNY) - 2.47% | EXXON MOBIL CORP (XOM) - 14.98% |
| #2 | STATE STREET CORP (STT) - 2.41% | CHEVRON CORP (CVX) - 14.67% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.17% | CONOCOPHILLIPS (COP) - 6.57% |
| #4 | U.S. BANCORP (USB) - 2.09% | SLB LTD (SLB) - 5.47% |
| #5 | CITIGROUP INC (C) - 1.99% | OCCIDENTAL PETROLEUM CORP (OXY) - 5.39% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.97% | DEVON ENERGY CORP (DVN) - 4.48% |
| #7 | MERCK & CO INC (MRK) - 1.82% | VALERO ENERGY CORP (VLO) - 4.46% |
| #8 | COMPASS INC CLASS A (COMP) - 1.76% | BAKER HUGHES CO CLASS A (BKR) - 3.93% |
| #9 | TARGET CORP (TGT) - 1.69% | EOG RESOURCES INC (EOG) - 3.88% |
| #10 | BLOCK INC CLASS A (XYZ) - 1.66% | DIAMONDBACK ENERGY INC (FANG) - 3.59% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.64% | HALLIBURTON CO (HAL) - 3.41% |
| #12 | MACY'S INC (M) - 1.63% | CHENIERE ENERGY INC (LNG) - 3.34% |
| #13 | NORTHERN TRUST CORP (NTRS) - 1.59% | EQT CORP (EQT) - 3.03% |
| #14 | CONOCOPHILLIPS (COP) - 1.57% | MARATHON PETROLEUM CORP (MPC) - 3.01% |
| #15 | LINCOLN NATIONAL CORP (LNC) - 1.53% | WILLIAMS COMPANIES INC (WMB) - 2.61% |
| #16 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.52% | PHILLIPS 66 (PSX) - 2.42% |
| #17 | APA CORP (APA) - 1.52% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.15% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.47% | ONEOK INC (OKE) - 2.05% |
| #19 | EOG RESOURCES INC (EOG) - 1.41% | TECHNIPFMC PLC (FTI) - 2.01% |
| #20 | VERIZON COMMUNICATIONS INC (VZ) - 1.39% | KINDER MORGAN INC CLASS P (KMI) - 1.86% |
| #21 | PRUDENTIAL FINANCIAL INC (PRU) - 1.32% | APA CORP (APA) - 1.85% |
| #22 | NEWMONT CORP (NEM) - 1.32% | PERMIAN RESOURCES CORP CLASS A (PR) - 1.69% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 1.28% | OVINTIV INC (OVV) - 1.68% |
| #24 | GILEAD SCIENCES INC (GILD) - 1.24% | HF SINCLAIR CORP (DINO) - 0.92% |
| #25 | n/a (DELL) - 1.23% | N/A |
| Total Holdings | 141 | 24 |
VMAX vs OILU - Historical Returns
Returns include dividend reinvestment.
1M
VMAX
+2.01%
Winner
OILU
+21.85%
3M
Winner
VMAX
+7.58%
OILU
+1.36%
6M
VMAX
+14.67%
Winner
OILU
+47.31%
1Y
VMAX
+28.91%
Winner
OILU
+100.47%
5Y(CAGR)
VMAX
N/A
OILU
+11.69%
Max(CAGR)
Winner
VMAX
+22.14%
OILU
+11.69%
VMAX vs OILU - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | VMAX | OILU |
|---|---|---|
| 2026 | +16.53% | +73.61% |
| 2025 | +15.61% | -19.25% |
| 2024 | +15.56% | -23.77% |
| 2023 | +6.98% | -23.28% |
| 2022 | N/A | +132.09% |
| 2021 | N/A | -17.87% |
VMAX vs OILU Drawdown Comparison
The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The maximum drawdown for OILU was -81.00%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The current OILU drawdown is -50.37%.
| Rank | VMAX | OILU |
|---|---|---|
| #1 | -19.05% Nov 25, 2024 - Aug 13, 2025 | -81.00% Jun 7, 2022 - Apr 10, 2025 |
| #2 | -6.66% Jul 31, 2024 - Aug 23, 2024 | -29.87% Nov 9, 2021 - Jan 6, 2022 |
| #3 | -5.67% Mar 28, 2024 - Jul 15, 2024 | -26.60% Apr 18, 2022 - May 4, 2022 |
| #4 | -4.93% Nov 12, 2025 - Nov 28, 2025 | -25.46% May 6, 2022 - May 25, 2022 |
| #5 | -4.51% Aug 30, 2024 - Sep 19, 2024 | -21.96% Mar 10, 2022 - Mar 23, 2022 |
| #6 | -4.41% Feb 20, 2026 - Apr 8, 2026 | -17.50% Feb 11, 2022 - Feb 28, 2022 |
| #7 | -3.45% Oct 8, 2025 - Oct 27, 2025 | -14.21% Jan 14, 2022 - Jan 27, 2022 |
| #8 | -3.13% Oct 17, 2024 - Nov 6, 2024 | -11.42% Mar 25, 2022 - Apr 8, 2022 |
| #9 | -2.53% Jan 8, 2024 - Jan 25, 2024 | -9.16% Apr 8, 2022 - Apr 14, 2022 |
| #10 | -2.50% Jul 16, 2024 - Jul 31, 2024 | -7.66% Feb 7, 2022 - Feb 11, 2022 |
| #11 | -2.26% Dec 11, 2025 - Dec 24, 2025 | -7.52% Mar 8, 2022 - Mar 10, 2022 |
| #12 | -2.26% Oct 27, 2025 - Nov 12, 2025 | -4.89% May 27, 2022 - Jun 1, 2022 |
| #13 | -2.19% Jan 6, 2026 - Jan 26, 2026 | -3.76% Feb 2, 2022 - Feb 4, 2022 |
| #14 | -1.91% Feb 9, 2026 - Feb 20, 2026 | -3.16% May 4, 2022 - May 6, 2022 |
| #15 | -1.82% Feb 12, 2024 - Feb 15, 2024 | -2.92% Jan 7, 2022 - Jan 11, 2022 |
Correlation
Correlation between VMAX and OILU is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
0.15
-101
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