USOI vs. OILU
Compare and contrast key facts about Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) and MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU).
USOI and OILU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USOI is a passively managed fund by Credit Suisse Group AG that tracks the performance of the Credit Suisse NASDAQ WTI Crude Oil FLOWS 106 Index. It was launched on Apr 25, 2017. OILU is managed by BMO Financial Group. It was launched on Mar 24, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USOI or OILU.
Correlation
The correlation between USOI and OILU is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USOI vs. OILU - Performance Comparison
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Key characteristics
USOI:
-0.38
OILU:
-0.64
USOI:
-0.30
OILU:
-0.61
USOI:
0.96
OILU:
0.91
USOI:
-0.14
OILU:
-0.62
USOI:
-0.96
OILU:
-1.52
USOI:
7.93%
OILU:
32.93%
USOI:
23.19%
OILU:
77.81%
USOI:
-77.42%
OILU:
-81.00%
USOI:
-49.17%
OILU:
-74.05%
Returns By Period
In the year-to-date period, USOI achieves a -10.39% return, which is significantly higher than OILU's -19.43% return.
USOI
-10.39%
-1.02%
-3.46%
-9.54%
16.19%
N/A
OILU
-19.43%
15.01%
-38.52%
-51.56%
N/A
N/A
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USOI vs. OILU - Expense Ratio Comparison
USOI has a 0.85% expense ratio, which is lower than OILU's 0.95% expense ratio.
Risk-Adjusted Performance
USOI vs. OILU — Risk-Adjusted Performance Rank
USOI
OILU
USOI vs. OILU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) and MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
USOI vs. OILU - Dividend Comparison
USOI's dividend yield for the trailing twelve months is around 24.15%, while OILU has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
USOI Credit Suisse X-Links Crude Oil Shares Covered Call ETN | 24.15% | 21.55% | 26.72% | 42.76% | 20.49% | 67.99% | 17.12% | 13.08% | 6.31% |
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USOI vs. OILU - Drawdown Comparison
The maximum USOI drawdown since its inception was -77.42%, roughly equal to the maximum OILU drawdown of -81.00%. Use the drawdown chart below to compare losses from any high point for USOI and OILU. For additional features, visit the drawdowns tool.
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Volatility
USOI vs. OILU - Volatility Comparison
The current volatility for Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) is 7.68%, while MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) has a volatility of 20.19%. This indicates that USOI experiences smaller price fluctuations and is considered to be less risky than OILU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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