BBAG vs OXLC

Comparison between JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceBBAG has outperformed OXLC, delivering a return of +0.1% compared to -5.1%

BBAG vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBAG(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.03%	N/A
Max Drawdown	23.99%	91.93%
Sharpe Ratio	0.36	-1.43
5Y Beta	0.04	0.69
5Y Dividends CAGR	13.34%	2.32%

Net Assets

BBAG

$1.10B

OXLC

$1.10B

Expense Ratio

BBAG

0.03%

OXLC

N/A

Max Drawdown

Winner

BBAG

23.99%

OXLC

91.93%

Sharpe Ratio

Winner

BBAG

0.36

OXLC

-1.43

5Y Beta

Winner

BBAG

0.04

OXLC

0.69

5Y Dividends CAGR

Winner

BBAG

13.34%

OXLC

2.32%

BBAG vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	BBAG	OXLC
1 month	+0.02%	+5.20%
3 months	+0.06%	+3.19%
6 months	+0.89%	-18.59%
1 year	+5.56%	-40.28%
5 years(CAGR)	+0.09%	-5.14%
10 years(CAGR)	N/A	+4.50%
Max(CAGR)	+1.92%	+3.08%

BBAG

+0.02%

Winner

OXLC

+5.20%

BBAG

+0.06%

Winner

OXLC

+3.19%

Winner

BBAG

+0.89%

OXLC

-18.59%

Winner

BBAG

+5.56%

OXLC

-40.28%

5Y(CAGR)

Winner

BBAG

+0.09%

OXLC

-5.14%

10Y(CAGR)

BBAG

N/A

OXLC

+4.50%

Max(CAGR)

BBAG

+1.92%

Winner

OXLC

+3.08%

BBAG vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BBAG	OXLC
2026	+0.60%	-22.66%
2025	+7.20%	-24.65%
2024	+1.62%	+23.84%
2023	+4.81%	+14.29%
2022	-12.62%	-27.46%
2021	-1.75%	+57.30%
2020	+6.90%	-15.25%
2019	+8.08%	-2.92%
2018	+1.00%	+10.99%
2017	N/A	+11.56%
2016	N/A	+35.17%
2015	N/A	-20.64%
2014	N/A	-0.72%
2013	N/A	+26.27%
2012	N/A	+30.32%
2011	N/A	-25.72%

BBAG vs OXLC Drawdown Comparison

The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The maximum drawdown for OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 469 trading sessions.

The current BBAG drawdown is -2.52%. The current OXLC drawdown is -43.05%.

Rank	BBAG	OXLC
#1	-18.74% Aug 6, 2020 - Oct 21, 2022	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-9.69% Mar 9, 2020 - Jun 10, 2020	-57.10% May 16, 2025 - Mar 13, 2026
#3	-2.18% Sep 4, 2019 - Jan 22, 2020	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-0.90% Jan 3, 2019 - Jan 31, 2019	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-0.88% Jul 3, 2019 - Aug 1, 2019	-33.15% May 11, 2011 - Nov 6, 2012
#6	-0.78% Mar 27, 2019 - May 13, 2019	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-0.74% Jan 31, 2020 - Feb 20, 2020	-14.40% Feb 18, 2025 - May 14, 2025
#8	-0.63% Aug 15, 2019 - Aug 27, 2019	-13.23% Feb 19, 2014 - May 28, 2015
#9	-0.60% Feb 26, 2019 - Mar 7, 2019	-12.86% Feb 2, 2011 - May 11, 2011
#10	-0.43% Jan 31, 2019 - Feb 7, 2019	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-0.43% Dec 19, 2018 - Dec 28, 2018	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-0.39% Feb 8, 2019 - Feb 19, 2019	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-0.31% May 15, 2019 - May 23, 2019	-9.60% May 21, 2013 - Nov 27, 2013
#14	-0.29% Jun 11, 2020 - Jun 19, 2020	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-0.27% Jun 3, 2019 - Jun 13, 2019	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between BBAG and OXLC is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101

Dividend Comparison (2011 - 2026)

BBAG vs OXLC dividend yield comparison.

Year	BBAG	OXLC
2026	1.41%	13.75%
2025	4.29%	35.86%
2024	4.25%	20.12%
2023	3.60%	18.83%
2022	2.23%	17.75%
2021	1.44%	10.51%
2020	2.26%	22.46%
2019	2.92%	19.85%
2018	0.16%	16.70%
2017	0.00%	17.91%
2016	0.00%	22.84%
2015	0.00%	24.10%
2014	0.00%	16.72%
2013	0.00%	12.69%
2012	0.00%	14.30%
2011	0.00%	13.14%