FFLC vs OXLC

Comparison between FIDELITY FUNDAMENTAL LARGE CAP CORE ETF (FFLC, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceFFLC has outperformed OXLC, delivering a return of +16.1% compared to -5.0%

FFLC vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FFLC(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.38%	N/A
Max Drawdown	19.93%	91.93%
Sharpe Ratio	1.91	-1.45
5Y Beta	0.99	0.69
P/E Ratio	26.18	N/A
Forward P/E	20.70	N/A
PEG Ratio	0.35	N/A
5Y Dividends CAGR	18.33%	2.32%
5Y EPS CAGR	31.73%	N/A
P/S Ratio	2.40	N/A
P/B Ratio	4.96	N/A

Net Assets

FFLC

$1.10B

OXLC

$1.10B

Expense Ratio

FFLC

0.38%

OXLC

N/A

Max Drawdown

Winner

FFLC

19.93%

OXLC

91.93%

Sharpe Ratio

Winner

FFLC

1.91

OXLC

-1.45

5Y Beta

FFLC

0.99

Winner

OXLC

0.69

P/E Ratio

FFLC

26.18

OXLC

N/A

Forward P/E

FFLC

20.70

OXLC

N/A

PEG Ratio

FFLC

0.35

OXLC

N/A

5Y Dividends CAGR

Winner

FFLC

18.33%

OXLC

2.32%

5Y EPS CAGR

FFLC

31.73%

OXLC

N/A

P/S Ratio

FFLC

2.40

OXLC

N/A

P/B Ratio

FFLC

4.96

OXLC

N/A

FFLC vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	FFLC	OXLC
1 month	+6.71%	+5.76%
3 months	+5.55%	+5.55%
6 months	+9.70%	-19.58%
1 year	+28.34%	-41.80%
5 years(CAGR)	+16.07%	-5.04%
10 years(CAGR)	N/A	+4.16%
Max(CAGR)	+20.53%	+3.04%

Winner

FFLC

+6.71%

OXLC

+5.76%

FFLC

+5.55%

Winner

OXLC

+5.55%

Winner

FFLC

+9.70%

OXLC

-19.58%

Winner

FFLC

+28.34%

OXLC

-41.80%

5Y(CAGR)

Winner

FFLC

+16.07%

OXLC

-5.04%

10Y(CAGR)

FFLC

N/A

OXLC

+4.16%

Max(CAGR)

Winner

FFLC

+20.53%

OXLC

+3.04%

FFLC vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FFLC	OXLC
2026	+8.03%	-23.20%
2025	+17.56%	-24.65%
2024	+29.25%	+23.84%
2023	+25.99%	+14.29%
2022	-0.92%	-27.46%
2021	+25.91%	+57.30%
2020	+18.76%	-15.25%
2019	N/A	-2.92%
2018	N/A	+10.99%
2017	N/A	+11.56%
2016	N/A	+35.17%
2015	N/A	-20.64%
2014	N/A	-0.72%
2013	N/A	+26.27%
2012	N/A	+30.32%
2011	N/A	-25.72%

FFLC vs OXLC Drawdown Comparison

The maximum drawdown for FFLC was -19.72%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

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

The current FFLC drawdown is -0.40%. The current OXLC drawdown is -43.44%.

Rank	FFLC	OXLC
#1	-19.72% Jan 23, 2025 - Jun 26, 2025	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-15.86% Apr 20, 2022 - Jan 26, 2023	-57.10% May 16, 2025 - Mar 13, 2026
#3	-11.19% Jun 8, 2020 - Nov 5, 2020	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-9.98% Feb 9, 2026 - Apr 14, 2026	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-9.39% Aug 1, 2023 - Nov 20, 2023	-33.15% May 11, 2011 - Nov 6, 2012
#6	-8.94% Jul 16, 2024 - Sep 19, 2024	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-8.03% Oct 26, 2021 - Jan 4, 2022	-14.40% Feb 18, 2025 - May 14, 2025
#8	-7.67% Feb 15, 2023 - May 18, 2023	-13.23% Feb 19, 2014 - May 28, 2015
#9	-6.79% Jun 8, 2021 - Oct 19, 2021	-12.86% Feb 2, 2011 - May 11, 2011
#10	-6.59% Jan 11, 2022 - Mar 25, 2022	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-6.38% Mar 8, 2021 - Apr 28, 2021	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-5.83% Oct 29, 2025 - Dec 23, 2025	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-5.32% Jan 14, 2021 - Feb 8, 2021	-9.60% May 21, 2013 - Nov 27, 2013
#14	-4.89% Mar 28, 2024 - May 9, 2024	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-4.52% Dec 4, 2024 - Jan 22, 2025	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between FFLC and OXLC is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2011 - 2026)

FFLC vs OXLC dividend yield comparison.

Year	FFLC	OXLC
2026	0.20%	13.85%
2025	1.10%	35.86%
2024	0.82%	20.12%
2023	0.57%	18.83%
2022	1.67%	17.75%
2021	1.68%	10.51%
2020	0.89%	22.46%
2019	0.00%	19.85%
2018	0.00%	16.70%
2017	0.00%	17.91%
2016	0.00%	22.84%
2015	0.00%	24.10%
2014	0.00%	16.72%
2013	0.00%	12.69%
2012	0.00%	14.30%
2011	0.00%	13.14%