EEMA vs OXLC

Comparison between ISHARES MSCI EMERGING MARKETS ASIA ETF (EEMA, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceEEMA has outperformed OXLC, delivering a return of +6.8% compared to -5.1%

EEMA vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EEMA(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.49%	N/A
Max Drawdown	45.62%	91.93%
Sharpe Ratio	2.25	-1.43
5Y Beta	0.83	0.69
5Y Dividends CAGR	3.44%	2.32%

Net Assets

EEMA

$1.10B

OXLC

$1.10B

Expense Ratio

EEMA

0.49%

OXLC

N/A

Max Drawdown

Winner

EEMA

45.62%

OXLC

91.93%

Sharpe Ratio

Winner

EEMA

2.25

OXLC

-1.43

5Y Beta

EEMA

0.83

Winner

OXLC

0.69

5Y Dividends CAGR

Winner

EEMA

3.44%

OXLC

2.32%

EEMA vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	EEMA	OXLC
1 month	+13.95%	+5.20%
3 months	+13.07%	+3.19%
6 months	+25.64%	-18.59%
1 year	+57.19%	-40.28%
5 years(CAGR)	+6.77%	-5.14%
10 years(CAGR)	+11.04%	+4.50%
Max(CAGR)	+7.33%	+3.08%

Winner

EEMA

+13.95%

OXLC

+5.20%

Winner

EEMA

+13.07%

OXLC

+3.19%

Winner

EEMA

+25.64%

OXLC

-18.59%

Winner

EEMA

+57.19%

OXLC

-40.28%

5Y(CAGR)

Winner

EEMA

+6.77%

OXLC

-5.14%

10Y(CAGR)

Winner

EEMA

+11.04%

OXLC

+4.50%

Max(CAGR)

Winner

EEMA

+7.33%

OXLC

+3.08%

EEMA vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EEMA	OXLC
2026	+20.13%	-22.66%
2025	+33.75%	-24.65%
2024	+12.24%	+23.84%
2023	+5.63%	+14.29%
2022	-21.63%	-27.46%
2021	-5.01%	+57.30%
2020	+22.63%	-15.25%
2019	+19.24%	-2.92%
2018	-17.72%	+10.99%
2017	+41.77%	+11.56%
2016	+9.05%	+35.17%
2015	-10.49%	-20.64%
2014	+6.84%	-0.72%
2013	-1.28%	+26.27%
2012	+6.48%	+30.32%
2011	N/A	-25.72%

EEMA vs OXLC Drawdown Comparison

The maximum drawdown for EEMA was -44.15%, occurring on Oct 24, 2022. Recovery took 1151 trading sessions.

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

The current OXLC drawdown is -43.05%.

Rank	EEMA	OXLC
#1	-44.15% Feb 17, 2021 - Sep 17, 2025	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-34.67% Jan 26, 2018 - Oct 9, 2020	-57.10% May 16, 2025 - Mar 13, 2026
#3	-31.53% Apr 28, 2015 - May 25, 2017	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-17.40% Jan 2, 2013 - May 14, 2014	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-16.10% Feb 17, 2012 - Dec 7, 2012	-33.15% May 11, 2011 - Nov 6, 2012
#6	-14.30% Feb 25, 2026 - Apr 17, 2026	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-10.74% Sep 5, 2014 - Apr 6, 2015	-14.40% Feb 18, 2025 - May 14, 2025
#8	-6.35% Oct 29, 2025 - Jan 2, 2026	-13.23% Feb 19, 2014 - May 28, 2015
#9	-6.08% Nov 22, 2017 - Jan 2, 2018	-12.86% Feb 2, 2011 - May 11, 2011
#10	-5.49% Jan 25, 2021 - Feb 9, 2021	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-5.25% Oct 6, 2025 - Oct 20, 2025	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-3.57% Sep 18, 2017 - Oct 5, 2017	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-3.50% Jan 28, 2026 - Feb 10, 2026	-9.60% May 21, 2013 - Nov 27, 2013
#14	-3.45% Aug 8, 2017 - Aug 18, 2017	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-3.06% Jul 29, 2014 - Aug 13, 2014	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between EEMA and OXLC is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2011 - 2026)

EEMA vs OXLC dividend yield comparison.

Year	EEMA	OXLC
2026	0.00%	13.75%
2025	1.48%	35.86%
2024	1.74%	20.12%
2023	2.02%	18.83%
2022	1.78%	17.75%
2021	2.19%	10.51%
2020	1.15%	22.46%
2019	1.86%	19.85%
2018	2.17%	16.70%
2017	1.74%	17.91%
2016	1.74%	22.84%
2015	2.44%	24.10%
2014	1.33%	16.72%
2013	2.42%	12.69%
2012	1.55%	14.30%
2011	0.00%	13.14%