DLS vs OXLC

Comparison between WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceDLS has outperformed OXLC, delivering a return of +7.1% compared to -5.0%

DLS vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLS(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.58%	N/A
Max Drawdown	66.03%	91.93%
Sharpe Ratio	1.51	-1.48
5Y Beta	0.62	0.69
5Y Dividends CAGR	14.86%	2.85%

Net Assets

DLS

$1.10B

OXLC

$1.10B

Expense Ratio

DLS

0.58%

OXLC

N/A

Max Drawdown

Winner

DLS

66.03%

OXLC

91.93%

Sharpe Ratio

Winner

DLS

1.51

OXLC

-1.48

5Y Beta

Winner

DLS

0.62

OXLC

0.69

5Y Dividends CAGR

Winner

DLS

14.86%

OXLC

2.85%

DLS vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	DLS	OXLC
1 month	+0.92%	-2.26%
3 months	-1.86%	+16.21%
6 months	+14.37%	-12.17%
1 year	+26.11%	-40.14%
5 years(CAGR)	+7.08%	-4.99%
10 years(CAGR)	+7.83%	+4.26%
Max(CAGR)	+6.46%	+2.84%

Winner

DLS

+0.92%

OXLC

-2.26%

DLS

-1.86%

Winner

OXLC

+16.21%

Winner

DLS

+14.37%

OXLC

-12.17%

Winner

DLS

+26.11%

OXLC

-40.14%

5Y(CAGR)

Winner

DLS

+7.08%

OXLC

-4.99%

10Y(CAGR)

Winner

DLS

+7.83%

OXLC

+4.26%

Max(CAGR)

Winner

DLS

+6.46%

OXLC

+2.84%

DLS vs OXLC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DLS	OXLC
2026	+6.88%	-25.38%
2025	+34.27%	-24.65%
2024	+4.27%	+23.84%
2023	+14.59%	+14.29%
2022	-17.68%	-27.46%
2021	+11.96%	+57.30%
2020	-2.15%	-15.25%
2019	+22.23%	-2.92%
2018	-19.62%	+10.99%
2017	+30.78%	+11.56%
2016	+7.85%	+35.17%
2015	+7.24%	-20.64%
2014	-7.85%	-0.72%
2013	+24.82%	+26.27%
2012	+20.95%	+30.32%
2011	-12.76%	-25.72%
2010	+15.13%	N/A
2009	+35.00%	N/A
2008	-44.80%	N/A
2007	+3.88%	N/A
2006	+25.04%	N/A

DLS vs OXLC Drawdown Comparison

The maximum drawdown for DLS was -63.10%, occurring on Mar 9, 2009. Recovery took 1473 trading sessions.

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

The current DLS drawdown is -2.52%. The current OXLC drawdown is -45.04%.

Rank	DLS	OXLC
#1	-63.10% Oct 31, 2007 - Sep 9, 2013	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-44.74% Jan 26, 2018 - Apr 5, 2021	-57.10% May 16, 2025 - Mar 13, 2026
#3	-32.24% Sep 3, 2021 - Sep 26, 2024	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-18.00% Jul 3, 2014 - Sep 8, 2016	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-14.13% Jul 19, 2007 - Oct 31, 2007	-33.15% May 11, 2011 - Nov 6, 2012
#6	-12.69% Sep 26, 2024 - Apr 25, 2025	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-11.03% Feb 27, 2026 - Mar 30, 2026	-14.40% Feb 18, 2025 - May 14, 2025
#8	-9.06% Feb 26, 2007 - Mar 21, 2007	-13.23% Feb 19, 2014 - May 28, 2015
#9	-6.05% Jan 22, 2014 - Feb 18, 2014	-12.86% Feb 2, 2011 - May 11, 2011
#10	-5.65% Sep 16, 2025 - Dec 11, 2025	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-5.49% Jul 3, 2006 - Jul 31, 2006	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-4.93% Jun 7, 2021 - Aug 12, 2021	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-4.69% Sep 28, 2016 - Jan 4, 2017	-9.60% May 21, 2013 - Nov 27, 2013
#14	-4.45% Jun 4, 2007 - Jul 12, 2007	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-4.44% Oct 22, 2013 - Dec 30, 2013	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between DLS and OXLC is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2006 - 2026)

DLS vs OXLC dividend yield comparison.

Year	DLS	OXLC
2026	0.19%	16.61%
2025	3.87%	35.86%
2024	4.56%	20.12%
2023	4.29%	18.83%
2022	4.96%	17.75%
2021	3.29%	10.51%
2020	2.50%	22.46%
2019	3.37%	19.85%
2018	3.66%	16.70%
2017	2.79%	17.91%
2016	3.29%	22.84%
2015	2.72%	24.10%
2014	3.61%	16.72%
2013	3.89%	12.69%
2012	3.56%	14.30%
2011	4.11%	13.14%
2010	2.85%	0.00%
2009	2.60%	0.00%
2008	5.80%	0.00%
2007	2.29%	0.00%
2006	0.41%	0.00%