ETW vs OXLC

Comparison between Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceETW has outperformed OXLC, delivering a return of +6.4% compared to -5.1%

ETW vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETW(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Max Drawdown	72.81%	91.93%
Sharpe Ratio	1.65	-1.43
5Y Beta	0.79	0.69
5Y Dividends CAGR	-0.21%	2.32%

Net Assets

ETW

$1.10B

OXLC

$1.10B

Max Drawdown

Winner

ETW

72.81%

OXLC

91.93%

Sharpe Ratio

Winner

ETW

1.65

OXLC

-1.43

5Y Beta

ETW

0.79

Winner

OXLC

0.69

5Y Dividends CAGR

ETW

-0.21%

Winner

OXLC

2.32%

ETW vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	ETW	OXLC
1 month	+4.24%	+5.20%
3 months	+1.20%	+3.19%
6 months	+9.64%	-18.59%
1 year	+24.89%	-40.28%
5 years(CAGR)	+6.45%	-5.14%
10 years(CAGR)	+8.84%	+4.50%
Max(CAGR)	+7.26%	+3.08%

ETW

+4.24%

Winner

OXLC

+5.20%

ETW

+1.20%

Winner

OXLC

+3.19%

Winner

ETW

+9.64%

OXLC

-18.59%

Winner

ETW

+24.89%

OXLC

-40.28%

5Y(CAGR)

Winner

ETW

+6.45%

OXLC

-5.14%

10Y(CAGR)

Winner

ETW

+8.84%

OXLC

+4.50%

Max(CAGR)

Winner

ETW

+7.26%

OXLC

+3.08%

ETW vs OXLC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	ETW	OXLC
2026	+5.47%	-22.66%
2025	+20.06%	-24.65%
2024	+19.65%	+23.84%
2023	+8.79%	+14.29%
2022	-23.44%	-27.46%
2021	+28.00%	+57.30%
2020	+3.30%	-15.25%
2019	+16.80%	-2.92%
2018	-12.76%	+10.99%
2017	+28.77%	+11.56%
2016	+1.80%	+35.17%
2015	+11.06%	-20.64%
2014	+0.99%	-0.72%
2013	+21.90%	+26.27%
2012	+14.27%	+30.32%
2011	-6.94%	-25.72%
2010	-0.16%	N/A
2009	+51.32%	N/A
2008	-33.62%	N/A
2007	-3.82%	N/A
2006	+26.31%	N/A
2005	-4.12%	N/A

ETW vs OXLC Drawdown Comparison

The maximum drawdown for ETW was -54.20%, occurring on Nov 20, 2008. Recovery took 618 trading sessions.

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

The current ETW drawdown is -0.63%. The current OXLC drawdown is -43.05%.

Rank	ETW	OXLC
#1	-54.20% Jul 3, 2007 - Dec 14, 2009	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-47.92% Aug 20, 2018 - Jan 7, 2021	-57.10% May 16, 2025 - Mar 13, 2026
#3	-27.91% Dec 29, 2021 - Nov 7, 2024	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-20.10% Jul 7, 2011 - Mar 1, 2012	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-20.04% Oct 23, 2015 - Aug 15, 2016	-33.15% May 11, 2011 - Nov 6, 2012
#6	-19.75% Dec 21, 2009 - Apr 27, 2011	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-16.29% Feb 18, 2025 - Jun 10, 2025	-14.40% Feb 18, 2025 - May 14, 2025
#8	-12.92% Jul 24, 2014 - Apr 28, 2015	-13.23% Feb 19, 2014 - May 28, 2015
#9	-11.89% Aug 5, 2015 - Oct 23, 2015	-12.86% Feb 2, 2011 - May 11, 2011
#10	-10.60% Mar 1, 2012 - Aug 9, 2012	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-10.17% Feb 25, 2026 - Apr 14, 2026	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-8.68% Oct 17, 2012 - Jan 4, 2013	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-8.49% Jan 25, 2018 - Jun 20, 2018	-9.60% May 21, 2013 - Nov 27, 2013
#14	-7.33% Dec 16, 2005 - Jan 6, 2006	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-6.86% May 21, 2013 - Jul 15, 2013	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between ETW and OXLC is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2005 - 2026)

ETW vs OXLC dividend yield comparison.

Year	ETW	OXLC
2026	2.81%	13.75%
2025	8.64%	35.86%
2024	9.17%	20.12%
2023	8.99%	18.83%
2022	10.87%	17.75%
2021	7.80%	10.51%
2020	9.01%	22.46%
2019	8.41%	19.85%
2018	11.46%	16.70%
2017	9.27%	17.91%
2016	11.59%	22.84%
2015	10.40%	24.10%
2014	10.60%	16.72%
2013	9.65%	12.69%
2012	10.93%	14.30%
2011	11.77%	13.14%
2010	12.02%	0.00%
2009	12.96%	0.00%
2008	17.79%	0.00%
2007	10.37%	0.00%
2006	8.86%	0.00%
2005	2.62%	0.00%