EDIV vs OXLC

Comparison between SPDR(R) S&P(R) EMERGING MARKETS DIVIDEND ETF (EDIV, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceEDIV has outperformed OXLC, delivering a return of +11.2% compared to -5.1%

EDIV vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDIV(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.49%	N/A
Max Drawdown	64.10%	91.93%
Sharpe Ratio	1.19	-1.43
5Y Beta	0.46	0.69
5Y Dividends CAGR	14.89%	2.32%

Net Assets

EDIV

$1.10B

OXLC

$1.10B

Expense Ratio

EDIV

0.49%

OXLC

N/A

Max Drawdown

Winner

EDIV

64.10%

OXLC

91.93%

Sharpe Ratio

Winner

EDIV

1.19

OXLC

-1.43

5Y Beta

Winner

EDIV

0.46

OXLC

0.69

5Y Dividends CAGR

Winner

EDIV

14.89%

OXLC

2.32%

EDIV vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	EDIV	OXLC
1 month	+2.72%	+5.20%
3 months	+0.29%	+3.19%
6 months	+9.71%	-18.59%
1 year	+18.51%	-40.28%
5 years(CAGR)	+11.23%	-5.14%
10 years(CAGR)	+9.66%	+4.50%
Max(CAGR)	+3.19%	+3.08%

EDIV

+2.72%

Winner

OXLC

+5.20%

EDIV

+0.29%

Winner

OXLC

+3.19%

Winner

EDIV

+9.71%

OXLC

-18.59%

Winner

EDIV

+18.51%

OXLC

-40.28%

5Y(CAGR)

Winner

EDIV

+11.23%

OXLC

-5.14%

10Y(CAGR)

Winner

EDIV

+9.66%

OXLC

+4.50%

Max(CAGR)

Winner

EDIV

+3.19%

OXLC

+3.08%

EDIV vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EDIV	OXLC
2026	+7.92%	-22.66%
2025	+17.27%	-24.65%
2024	+14.60%	+23.84%
2023	+41.60%	+14.29%
2022	-16.10%	-27.46%
2021	+11.41%	+57.30%
2020	-10.94%	-15.25%
2019	+11.47%	-2.92%
2018	-6.87%	+10.99%
2017	+26.65%	+11.56%
2016	+20.76%	+35.17%
2015	-27.00%	-20.64%
2014	-6.65%	-0.72%
2013	-14.46%	+26.27%
2012	+4.74%	+30.32%
2011	-2.15%	-25.72%

EDIV vs OXLC Drawdown Comparison

The maximum drawdown for EDIV was -53.33%, occurring on Jan 21, 2016. Recovery took 2977 trading sessions.

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

The current EDIV drawdown is -2.62%. The current OXLC drawdown is -43.05%.

Rank	EDIV	OXLC
#1	-53.33% Mar 1, 2012 - Dec 29, 2023	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-22.41% Jul 7, 2011 - Mar 1, 2012	-57.10% May 16, 2025 - Mar 13, 2026
#3	-13.84% Sep 26, 2024 - May 16, 2025	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-10.37% Feb 25, 2026 - Mar 30, 2026	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-8.19% Jul 12, 2024 - Aug 23, 2024	-33.15% May 11, 2011 - Nov 6, 2012
#6	-5.75% Apr 29, 2011 - Jun 30, 2011	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-4.50% Mar 21, 2024 - Apr 29, 2024	-14.40% Feb 18, 2025 - May 14, 2025
#8	-4.45% Dec 29, 2023 - Jan 29, 2024	-13.23% Feb 19, 2014 - May 28, 2015
#9	-4.30% Mar 9, 2011 - Mar 23, 2011	-12.86% Feb 2, 2011 - May 11, 2011
#10	-3.42% Sep 19, 2025 - Nov 11, 2025	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-3.35% May 17, 2024 - Jul 2, 2024	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-3.21% Apr 8, 2011 - Apr 21, 2011	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-3.09% Jul 23, 2025 - Aug 22, 2025	-9.60% May 21, 2013 - Nov 27, 2013
#14	-2.73% Nov 11, 2025 - Dec 15, 2025	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-2.54% Jun 12, 2025 - Jun 26, 2025	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between EDIV and OXLC is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2011 - 2026)

EDIV vs OXLC dividend yield comparison.

Year	EDIV	OXLC
2026	0.74%	13.75%
2025	4.69%	35.86%
2024	3.94%	20.12%
2023	4.26%	18.83%
2022	4.94%	17.75%
2021	3.84%	10.51%
2020	3.52%	22.46%
2019	3.83%	19.85%
2018	3.41%	16.70%
2017	2.99%	17.91%
2016	4.93%	22.84%
2015	5.33%	24.10%
2014	4.84%	16.72%
2013	5.13%	12.69%
2012	5.35%	14.30%
2011	4.84%	13.14%