IYC vs OXLC

Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceIYC has outperformed OXLC, delivering a return of +6.4% compared to -5.1%

IYC vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYC(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.38%	N/A
Max Drawdown	54.01%	91.93%
Sharpe Ratio	0.64	-1.43
5Y Beta	1.00	0.69
P/E Ratio	29.42	N/A
Forward P/E	22.99	N/A
PEG Ratio	0.64	N/A
5Y Dividends CAGR	7.34%	2.32%
5Y EPS CAGR	20.39%	N/A
Debt to Equity	-105.09%	N/A
P/S Ratio	1.80	N/A
P/B Ratio	5.91	N/A

Net Assets

IYC

$1.10B

OXLC

$1.10B

Expense Ratio

IYC

0.38%

OXLC

N/A

Max Drawdown

Winner

IYC

54.01%

OXLC

91.93%

Sharpe Ratio

Winner

IYC

0.64

OXLC

-1.43

5Y Beta

IYC

1.00

Winner

OXLC

0.69

P/E Ratio

IYC

29.42

OXLC

N/A

Forward P/E

IYC

22.99

OXLC

N/A

PEG Ratio

IYC

0.64

OXLC

N/A

5Y Dividends CAGR

Winner

IYC

7.34%

OXLC

2.32%

5Y EPS CAGR

IYC

20.39%

OXLC

N/A

Debt to Equity

IYC

-105.09%

OXLC

N/A

P/S Ratio

IYC

1.80

OXLC

N/A

P/B Ratio

IYC

5.91

OXLC

N/A

IYC vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	IYC	OXLC
1 month	+3.67%	+5.20%
3 months	+0.24%	+3.19%
6 months	+0.92%	-18.59%
1 year	+11.83%	-40.28%
5 years(CAGR)	+6.37%	-5.14%
10 years(CAGR)	+11.78%	+4.50%
Max(CAGR)	+8.56%	+3.08%

IYC

+3.67%

Winner

OXLC

+5.20%

IYC

+0.24%

Winner

OXLC

+3.19%

Winner

IYC

+0.92%

OXLC

-18.59%

Winner

IYC

+11.83%

OXLC

-40.28%

5Y(CAGR)

Winner

IYC

+6.37%

OXLC

-5.14%

10Y(CAGR)

Winner

IYC

+11.78%

OXLC

+4.50%

Max(CAGR)

Winner

IYC

+8.56%

OXLC

+3.08%

IYC vs OXLC - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYC	OXLC
2026	+0.21%	-22.66%
2025	+8.59%	-24.65%
2024	+28.89%	+23.84%
2023	+34.49%	+14.29%
2022	-32.81%	-27.46%
2021	+21.63%	+57.30%
2020	+23.36%	-15.25%
2019	+26.50%	-2.92%
2018	+0.42%	+10.99%
2017	+19.48%	+11.56%
2016	+7.50%	+35.17%
2015	+6.90%	-20.64%
2014	+14.72%	-0.72%
2013	+37.93%	+26.27%
2012	+22.52%	+30.32%
2011	+5.73%	-25.72%
2010	+22.30%	N/A
2009	+28.24%	N/A
2008	-29.20%	N/A
2007	-8.27%	N/A
2006	+13.25%	N/A
2005	-1.79%	N/A
2004	+11.53%	N/A
2003	+28.54%	N/A
2002	-24.28%	N/A
2001	+2.65%	N/A
2000	-6.22%	N/A

IYC vs OXLC Drawdown Comparison

The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.

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

The current IYC drawdown is -3.98%. The current OXLC drawdown is -43.05%.

Rank	IYC	OXLC
#1	-53.10% Jun 4, 2007 - Feb 4, 2011	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-41.37% May 22, 2001 - Oct 4, 2006	-57.10% May 16, 2025 - Mar 13, 2026
#3	-35.89% Nov 5, 2021 - Sep 17, 2024	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-33.31% Feb 19, 2020 - Aug 4, 2020	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-21.62% Feb 6, 2025 - Jul 14, 2025	-33.15% May 11, 2011 - Nov 6, 2012
#6	-20.49% Sep 27, 2018 - Apr 12, 2019	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-18.96% Jul 14, 2000 - May 21, 2001	-14.40% Feb 18, 2025 - May 14, 2025
#8	-17.91% Jul 7, 2011 - Jan 19, 2012	-13.23% Feb 19, 2014 - May 28, 2015
#9	-14.99% Aug 4, 2015 - Jul 12, 2016	-12.86% Feb 2, 2011 - May 11, 2011
#10	-11.97% Jan 13, 2026 - Mar 27, 2026	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-10.26% Jan 29, 2018 - Jun 14, 2018	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-8.25% Sep 16, 2025 - Jan 8, 2026	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-7.72% Sep 5, 2014 - Nov 6, 2014	-9.60% May 21, 2013 - Nov 27, 2013
#14	-7.62% Jul 15, 2019 - Nov 27, 2019	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-7.40% Oct 13, 2020 - Nov 9, 2020	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between IYC and OXLC is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

IYC vs OXLC dividend yield comparison.

Year	IYC	OXLC
2026	0.12%	13.75%
2025	0.51%	35.86%
2024	0.47%	20.12%
2023	0.68%	18.83%
2022	0.68%	17.75%
2021	0.39%	10.51%
2020	0.65%	22.46%
2019	0.89%	19.85%
2018	0.90%	16.70%
2017	0.92%	17.91%
2016	1.10%	22.84%
2015	1.03%	24.10%
2014	0.79%	16.72%
2013	0.79%	12.69%
2012	1.52%	14.30%
2011	1.10%	13.14%
2010	0.99%	0.00%
2009	1.06%	0.00%
2008	1.61%	0.00%
2007	0.70%	0.00%
2006	0.60%	0.00%
2005	0.25%	0.00%
2004	0.23%	0.00%
2003	0.21%	0.00%
2002	0.08%	0.00%
2001	0.12%	0.00%
2000	0.47%	0.00%