OILD vs VOO
MicroSectors Oil & Gas Exploration & Production -3X Inverse Leveraged ETN vs Vanguard S&P 500 ETF
Which is better, OILD or VOO?
Energy against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 68.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | OILD | VOO |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $30M | $1.0T |
| Dividend Yield | 0.00% | 1.05% |
| Holdings | 25 | 519 |
| YTD Return | -68.39% | +8.52%Best |
| 1Y Return | -72.97% | +10.96%Best |
| 3Y Return (annualized) | -47.77% | +20.51%Best |
| 5Y Return (annualized) | -58.74% | +10.97%Best |
| Volatility (annualized) | 73.5% | 15.5%Best |
| Max Drawdown | - | -24.5% |
| $10,000 over 5 years | $120 | $16,828Best |
| Top 10 Weight | 68.6% | 39.1%Best |
| Fund Family | BMO Capital Markets | Vanguard (US) |
| Category | Commodity | Equity |
| Style | Energy | Large Cap Blend |
| Inception | Nov 8, 2021 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2021 to Nov 6, 2026 (5 years).
OILD vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5 years both funds cover.
OILD vs VOO Performance
MicroSectors Oil & Gas Exploration & Production -3X Inverse Leveraged ETN (OILD) is an ETF from BMO Capital Markets and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year OILD returned -72.97% while VOO returned +10.96%. Year to date, OILD is down 68.39% versus a gain of 8.52% for VOO.
Over three years, OILD compounded at -47.77% per year against +20.51% for VOO; over five years the annualized figures are -58.74% and +10.97% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OILD has been the more volatile fund, with annualized monthly volatility of 73.5% compared with 15.5% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.29. They move largely independently of each other.
Fees and Cost Over Time
OILD charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, OILD currently yields 0.00% against 1.05% for VOO.
Holdings Overlap
90.6% of OILD's money is in holdings VOO also owns. 3.3% of VOO's money is in holdings OILD also owns.
Most of OILD is already inside VOO. Owning both mostly buys the same companies twice.
19 positions in common, counted across the 25 positions we hold weights for in OILD and 506 in VOO, against full books of 25 and 519.
What only one of them owns
Our book lists 482 positions for VOO that do not appear in our book for OILD (96.7% of the fund), and 5 for OILD that do not appear in VOO (7.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in OILD | Weight in VOO | Difference |
|---|---|---|---|
| XOMExxonmobil Holdings Corp Common Stock Usd | 15.24% | 1.02% | 14.22% |
| CVXChevron Corp | 15.36% | 0.61% | 14.75% |
| COPConocophillips Common Stock USD 0.01 | 7.36% | 0.23% | 7.13% |
| SLBSchlumberger Nv. | 6.27% | 0.11% | 6.16% |
| DVNDevon Energy Corp. | 4.72% | 0.08% | 4.64% |
| OXYOccidental Petroleum Corp. | 4.28% | 0.06% | 4.22% |
| EOGEog Resources Inc | 3.98% | 0.11% | 3.87% |
| FANGDiamondback Energy Inc. | 3.94% | 0.06% | 3.88% |
| BKRBaker Hughes A Ge Co. Class A | 3.77% | 0.08% | 3.69% |
| VLOValero Energy | 3.68% | 0.17% | 3.51% |
90.6% of OILD is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OILD or VOO?
OILD has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, OILD or VOO?
Over the past year OILD returned -72.97% vs +10.96% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OILD or VOO?
OILD has been the more volatile fund at 73.5% annualized versus 15.5% for VOO.
Should I hold both OILD and VOO?
OILD and VOO have a monthly-return correlation of -0.29, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between OILD and VOO?
90.6% of OILD's money is in holdings VOO also owns. 3.3% of VOO's is in holdings OILD also owns. They hold 19 positions in common, counted across the 25 positions we hold weights for in OILD and 506 in VOO.
Which pays a higher dividend, OILD or VOO?
OILD yields 0.00% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.
Is VOO better than OILD?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 68.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.