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 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. It was launched on Mar 24, 2017.
Performance
USOI vs. OILU - Performance Comparison
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USOI vs. OILU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
USOI Credit Suisse X-Links Crude Oil Shares Covered Call ETN | 26.76% | -8.78% | 6.94% |
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 112.51% | -16.50% | -30.91% |
Returns By Period
In the year-to-date period, USOI achieves a 26.76% return, which is significantly lower than OILU's 112.51% return.
USOI
- 1D
- -0.94%
- 1M
- 9.69%
- YTD
- 26.76%
- 6M
- 23.42%
- 1Y
- 17.27%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OILU
- 1D
- -10.60%
- 1M
- 12.27%
- YTD
- 112.51%
- 6M
- 100.08%
- 1Y
- 45.27%
- 3Y*
- 7.13%
- 5Y*
- —
- 10Y*
- —
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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.
Return for Risk
USOI vs. OILU — Risk / Return Rank
USOI
OILU
USOI vs. OILU - Risk-Adjusted Trends 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.
| USOI | OILU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.59 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.19 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.91 | +0.19 |
Martin ratioReturn relative to average drawdown | 2.55 | 1.54 | +1.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USOI | OILU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.59 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.20 | +0.39 |
Correlation
The correlation between USOI and OILU is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
USOI vs. OILU - Dividend Comparison
USOI's dividend yield for the trailing twelve months is around 21.40%, while OILU has not paid dividends to shareholders.
| TTM | 2025 | 2024 | |
|---|---|---|---|
USOI Credit Suisse X-Links Crude Oil Shares Covered Call ETN | 21.40% | 27.21% | 12.54% |
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 0.00% | 0.00% | 0.00% |
Drawdowns
USOI vs. OILU - Drawdown Comparison
The maximum USOI drawdown since its inception was -19.49%, smaller than the maximum OILU drawdown of -81.00%. Use the drawdown chart below to compare losses from any high point for USOI and OILU.
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Drawdown Indicators
| USOI | OILU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.49% | -81.00% | +61.51% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -52.04% | +36.44% |
Current DrawdownCurrent decline from peak | -0.94% | -42.85% | +41.91% |
Average DrawdownAverage peak-to-trough decline | -7.67% | -50.72% | +43.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.78% | 30.74% | -23.96% |
Volatility
USOI vs. OILU - Volatility Comparison
The current volatility for Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) is 6.13%, while MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) has a volatility of 19.90%. 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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Volatility by Period
| USOI | OILU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 19.90% | -13.77% |
Volatility (6M)Calculated over the trailing 6-month period | 14.49% | 43.84% | -29.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.65% | 77.03% | -55.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.10% | 81.31% | -60.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 81.31% | -60.21% |