FDT vs OXLC

Comparison between FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND (FDT, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceFDT has outperformed OXLC, delivering a return of +12.9% compared to -5.1%

FDT vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDT(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.80%	N/A
Max Drawdown	48.57%	91.93%
Sharpe Ratio	2.75	-1.43
5Y Beta	0.76	0.69
5Y Dividends CAGR	12.82%	2.32%

Net Assets

FDT

$1.10B

OXLC

$1.10B

Expense Ratio

FDT

0.80%

OXLC

N/A

Max Drawdown

Winner

FDT

48.57%

OXLC

91.93%

Sharpe Ratio

Winner

FDT

2.75

OXLC

-1.43

5Y Beta

FDT

0.76

Winner

OXLC

0.69

5Y Dividends CAGR

Winner

FDT

12.82%

OXLC

2.32%

FDT vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	FDT	OXLC
1 month	+7.60%	+5.20%
3 months	+8.22%	+3.19%
6 months	+32.08%	-18.59%
1 year	+66.59%	-40.28%
5 years(CAGR)	+12.90%	-5.14%
10 years(CAGR)	+11.19%	+4.50%
Max(CAGR)	+7.32%	+3.08%

Winner

FDT

+7.60%

OXLC

+5.20%

Winner

FDT

+8.22%

OXLC

+3.19%

Winner

FDT

+32.08%

OXLC

-18.59%

Winner

FDT

+66.59%

OXLC

-40.28%

5Y(CAGR)

Winner

FDT

+12.90%

OXLC

-5.14%

10Y(CAGR)

Winner

FDT

+11.19%

OXLC

+4.50%

Max(CAGR)

Winner

FDT

+7.32%

OXLC

+3.08%

FDT vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDT	OXLC
2026	+23.86%	-22.66%
2025	+52.43%	-24.65%
2024	+7.79%	+23.84%
2023	+13.82%	+14.29%
2022	-19.85%	-27.46%
2021	+10.36%	+57.30%
2020	+3.63%	-15.25%
2019	+17.34%	-2.92%
2018	-20.75%	+10.99%
2017	+32.83%	+11.56%
2016	+4.31%	+35.17%
2015	+0.53%	-20.64%
2014	-4.88%	-0.72%
2013	+16.88%	+26.27%
2012	+13.40%	+30.32%
2011	-20.80%	-25.72%

FDT vs OXLC Drawdown Comparison

The maximum drawdown for FDT was -46.09%, occurring on Mar 23, 2020. Recovery took 809 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	FDT	OXLC
#1	-46.09% Jan 26, 2018 - Apr 15, 2021	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-33.26% May 2, 2011 - Sep 18, 2013	-57.10% May 16, 2025 - Mar 13, 2026
#3	-33.21% Jun 7, 2021 - Sep 26, 2024	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-22.94% May 21, 2015 - Mar 16, 2017	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-14.71% Jul 3, 2014 - May 15, 2015	-33.15% May 11, 2011 - Nov 6, 2012
#6	-14.29% Mar 19, 2025 - Apr 28, 2025	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-13.40% Feb 27, 2026 - May 6, 2026	-14.40% Feb 18, 2025 - May 14, 2025
#8	-7.92% Sep 26, 2024 - Feb 18, 2025	-13.23% Feb 19, 2014 - May 28, 2015
#9	-7.30% Jan 15, 2014 - Feb 24, 2014	-12.86% Feb 2, 2011 - May 11, 2011
#10	-4.80% Mar 6, 2014 - Apr 2, 2014	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-4.50% Nov 12, 2025 - Nov 28, 2025	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-4.19% Apr 2, 2014 - Jun 2, 2014	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-3.92% Oct 22, 2013 - Dec 31, 2013	-9.60% May 21, 2013 - Nov 27, 2013
#14	-3.63% Oct 6, 2025 - Oct 27, 2025	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-3.62% May 7, 2021 - May 27, 2021	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between FDT and OXLC is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2011 - 2026)

FDT vs OXLC dividend yield comparison.

Year	FDT	OXLC
2026	0.33%	13.75%
2025	3.27%	35.86%
2024	3.89%	20.12%
2023	4.36%	18.83%
2022	2.29%	17.75%
2021	3.80%	10.51%
2020	2.42%	22.46%
2019	2.78%	19.85%
2018	2.13%	16.70%
2017	1.57%	17.91%
2016	1.76%	22.84%
2015	1.83%	24.10%
2014	1.74%	16.72%
2013	1.88%	12.69%
2012	1.95%	14.30%
2011	1.46%	13.14%