WTIU vs USO
Comparison between Bank of Montreal (WTIU, ETF) and United States Oil Fund (USO, ETF).
5-Year PerformanceWTIU has outperformed USO, delivering a return of +103.4% compared to +23.0%
WTIU vs USO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTIU
$30M
Winner
USO
$1.90B
Expense Ratio
WTIU
N/A
USO
0.86%
Max Drawdown
WTIU
99.57%
Winner
USO
98.19%
Sharpe Ratio
WTIU
1.32
Winner
USO
1.61
5Y Beta
WTIU
1.65
Winner
USO
0.06
P/E Ratio
WTIU
19.12
USO
N/A
Forward P/E
WTIU
10.88
USO
N/A
PEG Ratio
WTIU
0.98
USO
N/A
5Y EPS CAGR
WTIU
16.40%
USO
N/A
Debt to Equity
WTIU
17.36%
USO
N/A
P/S Ratio
WTIU
1.46
USO
N/A
P/B Ratio
WTIU
2.07
USO
N/A
WTIU vs USO - Historical Returns
Returns include dividend reinvestment.
1M
WTIU
-13.76%
Winner
USO
-7.73%
3M
WTIU
-3.17%
Winner
USO
+38.12%
6M
WTIU
+54.36%
Winner
USO
+84.96%
1Y
Winner
WTIU
+102.77%
USO
+90.22%
5Y(CAGR)
Winner
WTIU
+103.43%
USO
+22.98%
10Y(CAGR)
WTIU
-4.37%
Winner
USO
+3.28%
Max(CAGR)
Winner
WTIU
-4.37%
USO
-6.75%
WTIU vs USO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | WTIU | USO |
|---|---|---|
| 2026 | +68.10% | +92.89% |
| 2025 | -19.59% | -10.10% |
| 2024 | -31.88% | +14.87% |
| 2023 | -28.42% | -1.46% |
| 2022 | N/A | +27.87% |
| 2021 | N/A | +67.88% |
| 2020 | -98.47% | -67.79% |
| 2019 | +53.08% | +30.05% |
| 2018 | -63.86% | -19.97% |
| 2017 | -8.08% | +4.98% |
| 2016 | N/A | +6.74% |
| 2015 | N/A | -44.70% |
| 2014 | N/A | -40.52% |
| 2013 | N/A | +4.44% |
| 2012 | N/A | -15.92% |
| 2011 | N/A | -2.41% |
| 2010 | N/A | -3.15% |
| 2009 | N/A | +10.24% |
| 2008 | N/A | -57.82% |
| 2007 | N/A | +53.36% |
| 2006 | N/A | -24.14% |
WTIU vs USO Drawdown Comparison
The maximum drawdown for WTIU was -99.57%, occurring on Apr 2, 2020. This drawdown has not yet recovered.
The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. This drawdown has not yet recovered.
The current WTIU drawdown is -64.19%. The current USO drawdown is -85.85%.
| Rank | WTIU | USO |
|---|---|---|
| #1 | -99.57% Oct 3, 2018 - Apr 2, 2020 | -98.19% Jul 14, 2008 - Apr 28, 2020 |
| #2 | -62.28% Jan 5, 2017 - Jan 8, 2018 | -40.98% Jul 13, 2006 - Oct 31, 2007 |
| #3 | -31.05% May 21, 2018 - Sep 28, 2018 | -12.04% Jan 2, 2008 - Feb 19, 2008 |
| #4 | -29.70% Jan 26, 2018 - Apr 11, 2018 | -11.18% Nov 20, 2007 - Jan 2, 2008 |
| #5 | -6.61% Apr 23, 2018 - May 4, 2018 | -10.48% Apr 21, 2006 - Jul 13, 2006 |
| #6 | -3.72% Jan 24, 2018 - Jan 26, 2018 | -8.61% May 21, 2008 - Jun 6, 2008 |
| #7 | -3.69% May 10, 2018 - May 16, 2018 | -7.97% Mar 13, 2008 - Apr 9, 2008 |
| #8 | -3.17% Jan 12, 2018 - Jan 23, 2018 | -6.15% Jul 2, 2008 - Jul 11, 2008 |
| #9 | -3.09% Apr 13, 2018 - Apr 18, 2018 | -5.85% Nov 6, 2007 - Nov 20, 2007 |
| #10 | -2.19% Apr 18, 2018 - Apr 23, 2018 | -5.55% Apr 28, 2008 - May 5, 2008 |
| #11 | -1.82% Oct 1, 2018 - Oct 3, 2018 | -4.69% Jun 6, 2008 - Jun 26, 2008 |
| #12 | -1.10% May 17, 2018 - May 21, 2018 | -2.55% Feb 28, 2008 - Mar 5, 2008 |
| #13 | -0.47% May 7, 2018 - May 9, 2018 | -2.51% Feb 20, 2008 - Feb 26, 2008 |
| #14 | N/A | -2.08% Apr 23, 2008 - Apr 25, 2008 |
| #15 | N/A | -1.97% May 9, 2008 - May 16, 2008 |
Correlation
Correlation between WTIU and USO is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
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