HQH vs OXLC

Comparison between abrdn Healthcare Investors (HQH, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceHQH has outperformed OXLC, delivering a return of +7.2% compared to -5.1%

HQH vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQH(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Max Drawdown	78.96%	91.93%
Sharpe Ratio	1.83	-1.43
5Y Beta	0.67	0.69
5Y Dividends CAGR	8.22%	2.32%

Net Assets

HQH

$1.10B

OXLC

$1.10B

Max Drawdown

Winner

HQH

78.96%

OXLC

91.93%

Sharpe Ratio

Winner

HQH

1.83

OXLC

-1.43

5Y Beta

Winner

HQH

0.67

OXLC

0.69

5Y Dividends CAGR

Winner

HQH

8.22%

OXLC

2.32%

HQH vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	HQH	OXLC
1 month	+7.22%	+5.20%
3 months	+6.54%	+3.19%
6 months	+20.02%	-18.59%
1 year	+49.07%	-40.28%
5 years(CAGR)	+7.23%	-5.14%
10 years(CAGR)	+7.95%	+4.50%
Max(CAGR)	+10.64%	+3.08%

Winner

HQH

+7.22%

OXLC

+5.20%

Winner

HQH

+6.54%

OXLC

+3.19%

Winner

HQH

+20.02%

OXLC

-18.59%

Winner

HQH

+49.07%

OXLC

-40.28%

5Y(CAGR)

Winner

HQH

+7.23%

OXLC

-5.14%

10Y(CAGR)

Winner

HQH

+7.95%

OXLC

+4.50%

Max(CAGR)

Winner

HQH

+10.64%

OXLC

+3.08%

HQH vs OXLC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HQH	OXLC
2026	+9.59%	-22.66%
2025	+32.52%	-24.65%
2024	+8.17%	+23.84%
2023	+0.48%	+14.29%
2022	-18.25%	-27.46%
2021	+10.53%	+57.30%
2020	+24.74%	-15.25%
2019	+23.77%	-2.92%
2018	-14.61%	+10.99%
2017	+13.05%	+11.56%
2016	-20.51%	+35.17%
2015	+3.67%	-20.64%
2014	+28.02%	-0.72%
2013	+63.77%	+26.27%
2012	+31.81%	+30.32%
2011	+14.95%	-25.72%
2010	+17.99%	N/A
2009	+4.73%	N/A
2008	-25.90%	N/A
2007	+9.56%	N/A
2006	+0.35%	N/A
2005	+6.43%	N/A
2004	+6.67%	N/A
2003	+39.55%	N/A
2002	-37.22%	N/A
2001	+22.71%	N/A
2000	+28.47%	N/A
1999	+33.29%	N/A

HQH vs OXLC Drawdown Comparison

The maximum drawdown for HQH was -54.61%, occurring on Oct 9, 2002. Recovery took 1830 trading sessions.

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

The current HQH drawdown is -1.28%. The current OXLC drawdown is -43.05%.

Rank	HQH	OXLC
#1	-54.61% Feb 17, 2000 - Jun 1, 2007	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-45.19% Aug 15, 2008 - Jan 14, 2011	-57.10% May 16, 2025 - Mar 13, 2026
#3	-41.87% Jul 17, 2015 - Dec 23, 2020	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-37.54% Aug 25, 2021 - Sep 29, 2025	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-23.13% Jun 30, 2011 - Jan 25, 2012	-33.15% May 11, 2011 - Nov 6, 2012
#6	-21.21% Feb 26, 2014 - Oct 27, 2014	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-16.80% Oct 29, 2007 - Aug 14, 2008	-14.40% Feb 18, 2025 - May 14, 2025
#8	-13.00% Feb 19, 2026 - Apr 17, 2026	-13.23% Feb 19, 2014 - May 28, 2015
#9	-12.78% Aug 5, 2013 - Nov 21, 2013	-12.86% Feb 2, 2011 - May 11, 2011
#10	-12.57% May 15, 2013 - Jul 1, 2013	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-11.54% Jan 24, 2000 - Feb 4, 2000	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-10.84% Jan 22, 2014 - Feb 11, 2014	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-10.81% Jun 1, 2007 - Oct 5, 2007	-9.60% May 21, 2013 - Nov 27, 2013
#14	-9.96% Feb 24, 2021 - Jun 7, 2021	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-9.80% Oct 31, 2025 - Nov 24, 2025	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between HQH and OXLC is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2000 - 2026)

HQH vs OXLC dividend yield comparison.

Year	HQH	OXLC
2026	3.14%	13.75%
2025	11.56%	35.86%
2024	14.21%	20.12%
2023	9.66%	18.83%
2022	9.50%	17.75%
2021	8.59%	10.51%
2020	7.97%	22.46%
2019	8.24%	19.85%
2018	10.75%	16.70%
2017	8.78%	17.91%
2016	9.80%	22.84%
2015	11.97%	24.10%
2014	7.05%	16.72%
2013	6.41%	12.69%
2012	8.15%	14.30%
2011	8.93%	13.14%
2010	4.94%	0.00%
2009	4.39%	0.00%
2008	12.47%	0.00%
2007	8.83%	0.00%
2006	8.86%	0.00%
2005	8.87%	0.00%
2004	8.48%	0.00%
2003	9.20%	0.00%
2002	19.09%	0.00%
2001	13.59%	0.00%
2000	15.51%	0.00%