FTC vs OXLC

Comparison between First Trust Large Capital Growth AlphaDEX Fund (FTC, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceFTC has outperformed OXLC, delivering a return of +12.1% compared to -5.1%

FTC vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTC(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.58%	N/A
Max Drawdown	54.49%	91.93%
Sharpe Ratio	1.37	-1.43
5Y Beta	1.07	0.69
P/E Ratio	38.25	N/A
Forward P/E	23.02	N/A
PEG Ratio	0.12	N/A
5Y Dividends CAGR	-0.43%	2.32%
5Y EPS CAGR	20.45%	N/A
Debt to Equity	1.27%	N/A
P/S Ratio	3.44	N/A
P/B Ratio	7.05	N/A

Net Assets

FTC

$1.10B

OXLC

$1.10B

Expense Ratio

FTC

0.58%

OXLC

N/A

Max Drawdown

Winner

FTC

54.49%

OXLC

91.93%

Sharpe Ratio

Winner

FTC

1.37

OXLC

-1.43

5Y Beta

FTC

1.07

Winner

OXLC

0.69

P/E Ratio

FTC

38.25

OXLC

N/A

Forward P/E

FTC

23.02

OXLC

N/A

PEG Ratio

FTC

0.12

OXLC

N/A

5Y Dividends CAGR

FTC

-0.43%

Winner

OXLC

2.32%

5Y EPS CAGR

FTC

20.45%

OXLC

N/A

Debt to Equity

FTC

1.27%

OXLC

N/A

P/S Ratio

FTC

3.44

OXLC

N/A

P/B Ratio

FTC

7.05

OXLC

N/A

FTC vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	FTC	OXLC
1 month	+8.29%	+5.20%
3 months	+7.28%	+3.19%
6 months	+10.37%	-18.59%
1 year	+29.32%	-40.28%
5 years(CAGR)	+12.09%	-5.14%
10 years(CAGR)	+14.33%	+4.50%
Max(CAGR)	+10.46%	+3.08%

Winner

FTC

+8.29%

OXLC

+5.20%

Winner

FTC

+7.28%

OXLC

+3.19%

Winner

FTC

+10.37%

OXLC

-18.59%

Winner

FTC

+29.32%

OXLC

-40.28%

5Y(CAGR)

Winner

FTC

+12.09%

OXLC

-5.14%

10Y(CAGR)

Winner

FTC

+14.33%

OXLC

+4.50%

Max(CAGR)

Winner

FTC

+10.46%

OXLC

+3.08%

FTC vs OXLC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FTC	OXLC
2026	+8.98%	-22.66%
2025	+15.49%	-24.65%
2024	+28.37%	+23.84%
2023	+21.81%	+14.29%
2022	-22.27%	-27.46%
2021	+26.15%	+57.30%
2020	+32.41%	-15.25%
2019	+29.20%	-2.92%
2018	-6.53%	+10.99%
2017	+24.30%	+11.56%
2016	+4.41%	+35.17%
2015	+4.44%	-20.64%
2014	+15.51%	-0.72%
2013	+34.78%	+26.27%
2012	+10.25%	+30.32%
2011	-3.90%	-25.72%
2010	+21.87%	N/A
2009	+26.60%	N/A
2008	-40.02%	N/A
2007	+2.58%	N/A

FTC vs OXLC Drawdown Comparison

The maximum drawdown for FTC was -54.05%, occurring on Mar 9, 2009. Recovery took 1317 trading sessions.

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

The current FTC drawdown is -1.09%. The current OXLC drawdown is -43.05%.

Rank	FTC	OXLC
#1	-54.05% Oct 11, 2007 - Jan 4, 2013	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-34.66% Feb 19, 2020 - Jul 8, 2020	-57.10% May 16, 2025 - Mar 13, 2026
#3	-31.18% Nov 16, 2021 - Mar 4, 2024	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-24.68% Sep 14, 2018 - Jun 19, 2019	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-21.41% Feb 18, 2025 - Jun 27, 2025	-33.15% May 11, 2011 - Nov 6, 2012
#6	-15.07% Aug 17, 2015 - Jul 1, 2016	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-13.32% Feb 12, 2021 - Jun 14, 2021	-14.40% Feb 18, 2025 - May 14, 2025
#8	-12.09% Jul 19, 2007 - Oct 5, 2007	-13.23% Feb 19, 2014 - May 28, 2015
#9	-10.36% Jan 6, 2026 - Apr 14, 2026	-12.86% Feb 2, 2011 - May 11, 2011
#10	-9.67% Jan 26, 2018 - Mar 9, 2018	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-9.15% Sep 2, 2020 - Oct 12, 2020	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-9.14% Sep 5, 2014 - Oct 31, 2014	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-8.91% Oct 27, 2025 - Jan 6, 2026	-9.60% May 21, 2013 - Nov 27, 2013
#14	-8.76% Jul 16, 2024 - Aug 30, 2024	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-8.48% Mar 27, 2024 - Jul 8, 2024	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between FTC and OXLC is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2007 - 2026)

FTC vs OXLC dividend yield comparison.

Year	FTC	OXLC
2026	0.03%	13.75%
2025	0.20%	35.86%
2024	0.32%	20.12%
2023	0.65%	18.83%
2022	0.90%	17.75%
2021	0.00%	10.51%
2020	0.40%	22.46%
2019	0.64%	19.85%
2018	0.35%	16.70%
2017	0.40%	17.91%
2016	0.86%	22.84%
2015	0.52%	24.10%
2014	0.76%	16.72%
2013	0.46%	12.69%
2012	2.00%	14.30%
2011	0.70%	13.14%
2010	0.53%	0.00%
2009	0.30%	0.00%
2008	0.64%	0.00%
2007	0.37%	0.00%