FNDB vs OXLC

Comparison between SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF (FNDB, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceFNDB has outperformed OXLC, delivering a return of +12.2% compared to -5.1%

FNDB vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FNDB(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.25%	N/A
Max Drawdown	38.17%	91.93%
Sharpe Ratio	2.36	-1.43
5Y Beta	0.78	0.69
P/E Ratio	24.33	N/A
Forward P/E	15.71	N/A
5Y Dividends CAGR	6.87%	2.32%
5Y EPS CAGR	12.96%	N/A
P/S Ratio	1.34	N/A
P/B Ratio	2.73	N/A

Net Assets

FNDB

$1.10B

OXLC

$1.10B

Expense Ratio

FNDB

0.25%

OXLC

N/A

Max Drawdown

Winner

FNDB

38.17%

OXLC

91.93%

Sharpe Ratio

Winner

FNDB

2.36

OXLC

-1.43

5Y Beta

FNDB

0.78

Winner

OXLC

0.69

P/E Ratio

FNDB

24.33

OXLC

N/A

Forward P/E

FNDB

15.71

OXLC

N/A

5Y Dividends CAGR

Winner

FNDB

6.87%

OXLC

2.32%

5Y EPS CAGR

FNDB

12.96%

OXLC

N/A

P/S Ratio

FNDB

1.34

OXLC

N/A

P/B Ratio

FNDB

2.73

OXLC

N/A

FNDB vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	FNDB	OXLC
1 month	+5.94%	+5.20%
3 months	+4.65%	+3.19%
6 months	+15.81%	-18.59%
1 year	+33.66%	-40.28%
5 years(CAGR)	+12.16%	-5.14%
10 years(CAGR)	+14.05%	+4.50%
Max(CAGR)	+12.91%	+3.08%

Winner

FNDB

+5.94%

OXLC

+5.20%

Winner

FNDB

+4.65%

OXLC

+3.19%

Winner

FNDB

+15.81%

OXLC

-18.59%

Winner

FNDB

+33.66%

OXLC

-40.28%

5Y(CAGR)

Winner

FNDB

+12.16%

OXLC

-5.14%

10Y(CAGR)

Winner

FNDB

+14.05%

OXLC

+4.50%

Max(CAGR)

Winner

FNDB

+12.91%

OXLC

+3.08%

FNDB vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FNDB	OXLC
2026	+11.29%	-22.66%
2025	+16.53%	-24.65%
2024	+16.33%	+23.84%
2023	+18.60%	+14.29%
2022	-8.14%	-27.46%
2021	+33.35%	+57.30%
2020	+8.70%	-15.25%
2019	+28.05%	-2.92%
2018	-8.85%	+10.99%
2017	+15.90%	+11.56%
2016	+18.38%	+35.17%
2015	-2.93%	-20.64%
2014	+12.96%	-0.72%
2013	+11.99%	+26.27%
2012	N/A	+30.32%
2011	N/A	-25.72%

FNDB vs OXLC Drawdown Comparison

The maximum drawdown for FNDB was -38.17%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

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

The current FNDB drawdown is -0.13%. The current OXLC drawdown is -43.05%.

Rank	FNDB	OXLC
#1	-38.17% Feb 12, 2020 - Nov 13, 2020	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-20.05% Sep 21, 2018 - Jul 3, 2019	-57.10% May 16, 2025 - Mar 13, 2026
#3	-19.28% Jan 12, 2022 - Jul 13, 2023	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-16.83% Nov 29, 2024 - Jul 3, 2025	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-14.83% May 21, 2015 - Apr 27, 2016	-33.15% May 11, 2011 - Nov 6, 2012
#6	-10.42% Jul 31, 2023 - Dec 8, 2023	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-10.39% Jan 26, 2018 - Aug 21, 2018	-14.40% Feb 18, 2025 - May 14, 2025
#8	-7.80% Sep 18, 2014 - Nov 6, 2014	-13.23% Feb 19, 2014 - May 28, 2015
#9	-6.96% Jul 24, 2019 - Sep 11, 2019	-12.86% Feb 2, 2011 - May 11, 2011
#10	-6.51% Dec 31, 2013 - Mar 4, 2014	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-6.47% Jul 16, 2024 - Aug 23, 2024	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-6.29% Feb 11, 2026 - Apr 16, 2026	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-5.83% Jun 8, 2021 - Aug 11, 2021	-9.60% May 21, 2013 - Nov 27, 2013
#14	-5.73% Nov 8, 2021 - Dec 27, 2021	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-5.46% Jun 8, 2016 - Jul 8, 2016	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between FNDB and OXLC is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2011 - 2026)

FNDB vs OXLC dividend yield comparison.

Year	FNDB	OXLC
2026	0.35%	13.75%
2025	1.62%	35.86%
2024	1.74%	20.12%
2023	1.80%	18.83%
2022	1.98%	17.75%
2021	1.63%	10.51%
2020	2.15%	22.46%
2019	2.23%	19.85%
2018	2.41%	16.70%
2017	1.91%	17.91%
2016	2.06%	22.84%
2015	2.26%	24.10%
2014	1.65%	16.72%
2013	0.61%	12.69%
2012	0.00%	14.30%
2011	0.00%	13.14%