BSJQ vs OXLC

Comparison between INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF (BSJQ, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceBSJQ has outperformed OXLC, delivering a return of +3.9% compared to -5.1%

BSJQ vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSJQ(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.43%	N/A
Max Drawdown	24.95%	91.93%
Sharpe Ratio	1.33	-1.43
5Y Beta	0.13	0.69
5Y Dividends CAGR	3.71%	2.32%

Net Assets

BSJQ

$1.10B

OXLC

$1.10B

Expense Ratio

BSJQ

0.43%

OXLC

N/A

Max Drawdown

Winner

BSJQ

24.95%

OXLC

91.93%

Sharpe Ratio

Winner

BSJQ

1.33

OXLC

-1.43

5Y Beta

Winner

BSJQ

0.13

OXLC

0.69

5Y Dividends CAGR

Winner

BSJQ

3.71%

OXLC

2.32%

BSJQ vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	BSJQ	OXLC
1 month	+0.34%	+5.20%
3 months	+0.86%	+3.19%
6 months	+2.03%	-18.59%
1 year	+5.74%	-40.28%
5 years(CAGR)	+3.89%	-5.14%
10 years(CAGR)	N/A	+4.50%
Max(CAGR)	+4.64%	+3.08%

BSJQ

+0.34%

Winner

OXLC

+5.20%

BSJQ

+0.86%

Winner

OXLC

+3.19%

Winner

BSJQ

+2.03%

OXLC

-18.59%

Winner

BSJQ

+5.74%

OXLC

-40.28%

5Y(CAGR)

Winner

BSJQ

+3.89%

OXLC

-5.14%

10Y(CAGR)

BSJQ

N/A

OXLC

+4.50%

Max(CAGR)

Winner

BSJQ

+4.64%

OXLC

+3.08%

BSJQ vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BSJQ	OXLC
2026	+1.28%	-22.66%
2025	+6.40%	-24.65%
2024	+7.53%	+23.84%
2023	+9.76%	+14.29%
2022	-7.27%	-27.46%
2021	+4.74%	+57.30%
2020	+2.56%	-15.25%
2019	+16.91%	-2.92%
2018	-4.07%	+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%

BSJQ vs OXLC Drawdown Comparison

The maximum drawdown for BSJQ was -24.12%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

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

The current BSJQ drawdown is -0.02%. The current OXLC drawdown is -43.05%.

Rank	BSJQ	OXLC
#1	-24.12% Feb 14, 2020 - Nov 19, 2020	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-11.95% Dec 28, 2021 - Dec 1, 2023	-57.10% May 16, 2025 - Mar 13, 2026
#3	-7.44% Sep 28, 2018 - Feb 4, 2019	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-2.66% Feb 26, 2025 - Apr 25, 2025	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-1.83% Nov 5, 2021 - Dec 22, 2021	-33.15% May 11, 2011 - Nov 6, 2012
#6	-1.82% May 6, 2019 - Jun 11, 2019	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-1.75% Jul 26, 2019 - Aug 26, 2019	-14.40% Feb 18, 2025 - May 14, 2025
#8	-1.53% Jan 16, 2020 - Feb 12, 2020	-13.23% Feb 19, 2014 - May 28, 2015
#9	-1.26% Feb 12, 2021 - Apr 1, 2021	-12.86% Feb 2, 2011 - May 11, 2011
#10	-1.08% Mar 21, 2024 - Apr 29, 2024	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-1.04% Sep 23, 2019 - Oct 18, 2019	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-0.98% Sep 16, 2021 - Nov 5, 2021	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-0.93% Jul 3, 2019 - Jul 26, 2019	-9.60% May 21, 2013 - Nov 27, 2013
#14	-0.92% Dec 27, 2023 - Jan 25, 2024	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-0.92% Jul 6, 2021 - Aug 27, 2021	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between BSJQ and OXLC is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2011 - 2026)

BSJQ vs OXLC dividend yield comparison.

Year	BSJQ	OXLC
2026	1.82%	13.75%
2025	6.10%	35.86%
2024	6.58%	20.12%
2023	6.58%	18.83%
2022	5.58%	17.75%
2021	4.27%	10.51%
2020	4.64%	22.46%
2019	4.59%	19.85%
2018	2.39%	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%