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OILU
+4.83 · +19.84%
$29.18 · NYSE ARCA

MicroSectorsTM Oil & Gas Exploration & Production 3X Leveraged ETNs (OILU) ETF Analysis | Trading--Leveraged Equity

BMO Capital Markets · USA
AUM:$58.6M
#– of – in Trading--Leveraged Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 25.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is OILU?

MicroSectorsTM Oil & Gas Exploration & Production 3X Leveraged ETNs tracks its benchmark index, providing diversified exposure across 25 holdings. Its expense ratio is 0.95%.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
OILU delivered 25.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 66.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$58.6M
Expense Ratio0.95%
Dividend Yield0.00%
Holdings25
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderBMO Capital Markets
Beta1.46
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+25.3%
1Y
+110.0%
3Y
+16.7%
5Y
+121.4%
OpenBook InsightIf you had invested £10,000 in OILU 5 years ago, it would have grown to £22,144 — a gain of £12,144.

Annual Returns

Calendar year performance

OILU delivered positive returns in 2 of the last 5 calendar years.
YearOILU
2026 YTD+110.5%
2025-19.2%
2024-23.8%
2023-23.3%
2022+132.1%
CAGR 4yr+2.3%
2/5 positive yearsAvg return: +35.3%Worst year: -23.8% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
69.5%
Very High
Momentum
+24.7%
30-day change
Support Level
39.55
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 24.7% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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