FFSM vs OXLC

Comparison between FIDELITY FUNDAMENTAL SMALL-MID CAP ETF (FFSM, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceFFSM has outperformed OXLC, delivering a return of +10.0% compared to -5.1%

FFSM vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FFSM(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.43%	N/A
Max Drawdown	27.05%	91.93%
Sharpe Ratio	1.89	-1.43
5Y Beta	1.07	0.69
P/E Ratio	31.37	N/A
Forward P/E	16.56	N/A
5Y Dividends CAGR	84.36%	2.32%
5Y EPS CAGR	19.09%	N/A
Debt to Equity	67.07%	N/A
P/S Ratio	1.45	N/A
P/B Ratio	3.13	N/A

Net Assets

FFSM

$1.10B

OXLC

$1.10B

Expense Ratio

FFSM

0.43%

OXLC

N/A

Max Drawdown

Winner

FFSM

27.05%

OXLC

91.93%

Sharpe Ratio

Winner

FFSM

1.89

OXLC

-1.43

5Y Beta

FFSM

1.07

Winner

OXLC

0.69

P/E Ratio

FFSM

31.37

OXLC

N/A

Forward P/E

FFSM

16.56

OXLC

N/A

5Y Dividends CAGR

Winner

FFSM

84.36%

OXLC

2.32%

5Y EPS CAGR

FFSM

19.09%

OXLC

N/A

Debt to Equity

FFSM

67.07%

OXLC

N/A

P/S Ratio

FFSM

1.45

OXLC

N/A

P/B Ratio

FFSM

3.13

OXLC

N/A

FFSM vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	FFSM	OXLC
1 month	+6.69%	+5.20%
3 months	+6.61%	+3.19%
6 months	+21.88%	-18.59%
1 year	+41.48%	-40.28%
5 years(CAGR)	+9.97%	-5.14%
10 years(CAGR)	N/A	+4.50%
Max(CAGR)	+12.11%	+3.08%

Winner

FFSM

+6.69%

OXLC

+5.20%

Winner

FFSM

+6.61%

OXLC

+3.19%

Winner

FFSM

+21.88%

OXLC

-18.59%

Winner

FFSM

+41.48%

OXLC

-40.28%

5Y(CAGR)

Winner

FFSM

+9.97%

OXLC

-5.14%

10Y(CAGR)

FFSM

N/A

OXLC

+4.50%

Max(CAGR)

Winner

FFSM

+12.11%

OXLC

+3.08%

FFSM vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FFSM	OXLC
2026	+16.26%	-22.66%
2025	+14.38%	-24.65%
2024	+15.06%	+23.84%
2023	+18.11%	+14.29%
2022	-16.55%	-27.46%
2021	+19.77%	+57.30%
2020	N/A	-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%

FFSM vs OXLC Drawdown Comparison

The maximum drawdown for FFSM was -26.65%, occurring on Sep 26, 2022. Recovery took 574 trading sessions.

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

The current FFSM drawdown is -1.31%. The current OXLC drawdown is -43.05%.

Rank	FFSM	OXLC
#1	-26.65% Nov 9, 2021 - Feb 23, 2024	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-24.78% Nov 25, 2024 - Sep 5, 2025	-57.10% May 16, 2025 - Mar 13, 2026
#3	-10.37% Feb 25, 2026 - Apr 13, 2026	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-8.36% Jul 31, 2024 - Aug 23, 2024	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-7.40% Mar 28, 2024 - Jul 15, 2024	-33.15% May 11, 2011 - Nov 6, 2012
#6	-6.68% May 7, 2021 - Aug 6, 2021	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-6.16% Mar 15, 2021 - Apr 9, 2021	-14.40% Feb 18, 2025 - May 14, 2025
#8	-5.78% Aug 23, 2024 - Sep 19, 2024	-13.23% Feb 19, 2014 - May 28, 2015
#9	-5.10% Nov 12, 2025 - Nov 25, 2025	-12.86% Feb 2, 2011 - May 11, 2011
#10	-4.53% Nov 11, 2024 - Nov 25, 2024	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-4.52% Feb 24, 2021 - Mar 10, 2021	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-4.42% Sep 11, 2025 - Oct 23, 2025	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-4.16% Aug 27, 2021 - Oct 18, 2021	-9.60% May 21, 2013 - Nov 27, 2013
#14	-4.12% Oct 16, 2024 - Nov 6, 2024	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-3.94% Dec 11, 2025 - Jan 9, 2026	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between FFSM and OXLC is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2011 - 2026)

FFSM vs OXLC dividend yield comparison.

Year	FFSM	OXLC
2026	0.11%	13.75%
2025	0.56%	35.86%
2024	0.62%	20.12%
2023	0.56%	18.83%
2022	0.58%	17.75%
2021	0.37%	10.51%
2020	0.00%	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%