ILCB vs OXLC

Comparison between ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceILCB has outperformed OXLC, delivering a return of +12.9% compared to -5.1%

ILCB vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ILCB(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.03%	N/A
Max Drawdown	52.79%	91.93%
Sharpe Ratio	2.03	-1.43
5Y Beta	0.98	0.69
P/E Ratio	28.94	N/A
Forward P/E	21.85	N/A
PEG Ratio	0.49	N/A
5Y Dividends CAGR	12.97%	2.32%
5Y EPS CAGR	28.85%	N/A
Debt to Equity	37.98%	N/A
P/S Ratio	3.61	N/A
P/B Ratio	5.58	N/A

Net Assets

ILCB

$1.10B

OXLC

$1.10B

Expense Ratio

ILCB

0.03%

OXLC

N/A

Max Drawdown

Winner

ILCB

52.79%

OXLC

91.93%

Sharpe Ratio

Winner

ILCB

2.03

OXLC

-1.43

5Y Beta

ILCB

0.98

Winner

OXLC

0.69

P/E Ratio

ILCB

28.94

OXLC

N/A

Forward P/E

ILCB

21.85

OXLC

N/A

PEG Ratio

ILCB

0.49

OXLC

N/A

5Y Dividends CAGR

Winner

ILCB

12.97%

OXLC

2.32%

5Y EPS CAGR

ILCB

28.85%

OXLC

N/A

Debt to Equity

ILCB

37.98%

OXLC

N/A

P/S Ratio

ILCB

3.61

OXLC

N/A

P/B Ratio

ILCB

5.58

OXLC

N/A

ILCB vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	ILCB	OXLC
1 month	+9.17%	+5.20%
3 months	+6.58%	+3.19%
6 months	+10.14%	-18.59%
1 year	+31.88%	-40.28%
5 years(CAGR)	+12.90%	-5.14%
10 years(CAGR)	+14.91%	+4.50%
Max(CAGR)	+11.21%	+3.08%

Winner

ILCB

+9.17%

OXLC

+5.20%

Winner

ILCB

+6.58%

OXLC

+3.19%

Winner

ILCB

+10.14%

OXLC

-18.59%

Winner

ILCB

+31.88%

OXLC

-40.28%

5Y(CAGR)

Winner

ILCB

+12.90%

OXLC

-5.14%

10Y(CAGR)

Winner

ILCB

+14.91%

OXLC

+4.50%

Max(CAGR)

Winner

ILCB

+11.21%

OXLC

+3.08%

ILCB vs OXLC - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ILCB	OXLC
2026	+8.11%	-22.66%
2025	+17.85%	-24.65%
2024	+25.86%	+23.84%
2023	+27.60%	+14.29%
2022	-19.90%	-27.46%
2021	+25.99%	+57.30%
2020	+18.15%	-15.25%
2019	+32.74%	-2.92%
2018	-9.15%	+10.99%
2017	+21.52%	+11.56%
2016	+15.46%	+35.17%
2015	-0.95%	-20.64%
2014	+17.93%	-0.72%
2013	+31.07%	+26.27%
2012	+15.68%	+30.32%
2011	+2.36%	-25.72%
2010	+11.21%	N/A
2009	+18.03%	N/A
2008	-30.39%	N/A
2007	+7.86%	N/A
2006	+14.30%	N/A
2005	+4.29%	N/A
2004	+10.37%	N/A

ILCB vs OXLC Drawdown Comparison

The maximum drawdown for ILCB was -51.53%, occurring on Mar 9, 2009. Recovery took 1045 trading sessions.

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

The current OXLC drawdown is -43.05%.

Rank	ILCB	OXLC
#1	-51.53% Dec 10, 2007 - Feb 3, 2012	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-35.30% Feb 12, 2020 - Aug 6, 2020	-57.10% May 16, 2025 - Mar 13, 2026
#3	-25.47% Dec 29, 2021 - Dec 13, 2023	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-20.69% Oct 3, 2018 - May 3, 2019	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-19.05% Feb 19, 2025 - Jun 26, 2025	-33.15% May 11, 2011 - Nov 6, 2012
#6	-13.26% May 19, 2015 - Apr 19, 2016	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-10.19% Jan 26, 2018 - Aug 27, 2018	-14.40% Feb 18, 2025 - May 14, 2025
#8	-9.43% Apr 2, 2012 - Aug 16, 2012	-13.23% Feb 19, 2014 - May 28, 2015
#9	-9.09% Jan 28, 2026 - Apr 14, 2026	-12.86% Feb 2, 2011 - May 11, 2011
#10	-8.88% Sep 2, 2020 - Nov 11, 2020	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-8.58% Jul 16, 2024 - Sep 19, 2024	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-8.16% Jul 19, 2007 - Oct 1, 2007	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-7.66% May 3, 2019 - Jul 3, 2019	-9.60% May 21, 2013 - Nov 27, 2013
#14	-7.52% May 9, 2006 - Sep 14, 2006	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-6.56% Oct 9, 2007 - Dec 10, 2007	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

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

0.79

-101

Dividend Comparison (2004 - 2026)

ILCB vs OXLC dividend yield comparison.

Year	ILCB	OXLC
2026	0.21%	13.75%
2025	1.11%	35.86%
2024	1.19%	20.12%
2023	1.43%	18.83%
2022	1.65%	17.75%
2021	1.16%	10.51%
2020	1.26%	22.46%
2019	2.25%	19.85%
2018	2.17%	16.70%
2017	1.81%	17.91%
2016	1.97%	22.84%
2015	2.44%	24.10%
2014	1.86%	16.72%
2013	1.89%	12.69%
2012	2.15%	14.30%
2011	2.12%	13.14%
2010	1.80%	0.00%
2009	2.05%	0.00%
2008	2.58%	0.00%
2007	1.66%	0.00%
2006	1.39%	0.00%
2005	1.45%	0.00%
2004	0.59%	0.00%