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WTID vs UUPP

Comparison between Bank of Montreal (WTID, ETF) and PRINCIPAL CLO ETF (UUPP, ETF).

WTID vs UUPP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WTID
$15M
UUPP
$15M
Expense Ratio
WTID
N/A
UUPP
0.19%
Max Drawdown
WTID
92.83%
Winner
UUPP
0.02%
Sharpe Ratio
WTID
-1.40
Winner
UUPP
4.68
5Y Beta
Winner
WTID
-1.65
UUPP
-0.01
P/E Ratio
WTID
20.68
UUPP
N/A
Forward P/E
WTID
10.47
UUPP
N/A
PEG Ratio
WTID
1.00
UUPP
N/A
5Y EPS CAGR
WTID
16.35%
UUPP
N/A
Debt to Equity
WTID
16.70%
UUPP
N/A
P/S Ratio
WTID
1.44
UUPP
N/A
P/B Ratio
WTID
2.21
UUPP
N/A

WTID vs UUPP - Holdings Comparison

WTID and UUPP have 0 common holdings. Overlap is 0.00%

WTID's top 25 holdings weight is 106.70%. UUPP's top 25 holdings weight is 100.00%.

RankWTIDUUPP
#1
EXXON MOBIL CORP (XOM) - 17.70%
STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00%
#2
CHEVRON CORP (CVX) - 16.71%
N/A
#3
CONOCOPHILLIPS (COP) - 12.47%
N/A
#4
EQT CORP (EQT) - 8.83%
N/A
#5
VALERO ENERGY CORP (VLO) - 8.71%
N/A
#6
EOG RESOURCES INC (EOG) - 8.68%
N/A
#7
OCCIDENTAL PETROLEUM CORP (OXY) - 8.33%
N/A
#8
MARATHON PETROLEUM CORP (MPC) - 7.78%
N/A
#9
PHILLIPS 66 (PSX) - 6.27%
N/A
#10
DEVON ENERGY CORP (DVN) - 6.06%
N/A
#11
DIAMONDBACK ENERGY INC (FANG) - 5.16%
N/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings111

WTID vs UUPP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WTID
+18.10%
UUPP
+0.40%
3M
WTID
+4.82%
UUPP
N/A
6M
WTID
-53.95%
UUPP
N/A
1Y
WTID
-61.16%
UUPP
N/A
5Y(CAGR)
WTID
-17.32%
UUPP
N/A
10Y(CAGR)
WTID
-15.07%
UUPP
N/A
Max(CAGR)
WTID
-15.07%
Winner
UUPP
+5.99%

WTID vs UUPP - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearWTIDUUPP
2026-52.60%+0.40%
2025-42.74%N/A
2024-4.89%N/A
2023-17.12%N/A
2020+348.70%N/A
2019-76.86%N/A
2018+14.74%N/A
2017-37.31%N/A

WTID vs UUPP Drawdown Comparison

The maximum drawdown for WTID was -92.83%, occurring on Jan 3, 2020. This drawdown has not yet recovered.

The maximum drawdown for UUPP was -0.02%, occurring on Jun 11, 2026. Recovery took 2 trading sessions.

The current WTID drawdown is -89.18%.

RankWTIDUUPP
#1-92.83%
Jun 21, 2017 - Jan 3, 2020		-0.02%
Jun 10, 2026 - Jun 12, 2026
#2-30.58%
May 4, 2017 - Jun 14, 2017		-0.02%
Jun 3, 2026 - Jun 8, 2026
#3-28.91%
Mar 23, 2017 - May 4, 2017		N/A
#4-13.29%
Jan 10, 2017 - Mar 8, 2017		N/A
#5-5.34%
Mar 14, 2017 - Mar 21, 2017		N/A
#6-2.13%
Jun 15, 2017 - Jun 19, 2017		N/A
#7-0.78%
Jan 5, 2017 - Jan 9, 2017		N/A

Correlation

Correlation between WTID and UUPP is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

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