OILU ETF Report: Ratings, Analysis, Quotes, Holdings

Competing ETFs: UCO, UWT, WTIU, USOU, UBRT

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*Unless otherwise stated, data provided by FactSet.

OILU Fund Description

OILU provides daily 3x leveraged exposure to an index of WTI crude oil futures contracts.

OILU Factset Analytics Insight

Like most geared products, OILU is intended as a trading tool, not a buy-and-hold investment. The fund provides 3x exposure to its index for a one-day period. The daily reset function means investors holding OILU for longer periods are exposed to the effects of compounding, and could see returns that vary greatly from 3x exposure. OILU’s Bloomberg index tracks WTI crude contracts that are rolled every other month, striking a balance between spot-price sensitivity, turnover, and contango effects.As a commodity pool, OILU will issue a K-1 form at tax time. Taxable investors will pay a blended rate (60% LT/40% ST) on capital gains, realized or not. OILU provides the same exposure as sibling WTIU, which is organized as an ETN. OILD is OILU’s 3x-inverse counterpart.

OILU CHARTS AND PERFORMANCE

1 Month
3 Months
YTD
1 Year
3 Years
5 Years
Max

COMPARE

RESET

Select ETFs to compare their performance:

PERFORMANCE [as of 01/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS

OILU 41.89% -61.04% 55.90% -52.34% -- -- --

OILU (NAV) 42.13% -60.59% 61.79% -52.37% -- -- --

Bloomberg WTI Crude Oil Subindex 15.37% -21.56% 18.34% -11.03% 9.95% -18.57% --

N/A -- -- -- -- -- -- --

All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

OILU Summary Data

ProShares

03/24/17

Commodities Pool

1.03%

$123.58M

0.15%

Fund Home Page

OILU Portfolio Data

03/20/19

OILU Index Data

Bloomberg WTI Crude Oil Subindex

Single Asset

N/A

OILU Fund Structure

N/A

No Policy

N/A

Low

Leverage Reset Frequency Daily

OILU Tax Exposures

27.84% / 27.84%

Yes

Bats Book Viewer

TOP OF BOOK

LAST 10 TRADES

Bats BZX Real-time Quote -

Daily Spread

Premium/Discount

Volume

OILU Factset Analytics Block Liquidity

As of 01/22/19

This measurement shows how easy it is to trade a $1 million USD block of OILU. OILU is rated a N/A out of 5.

OILU Tradability

1,123,731

$21.14M

1,121,123

$19.67M

0.15%

$0.03

-0.03%

12.42% / -4.98%

None

0.00%

50,000

22.42

0.02%

6,851

$21.17

N/A

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