OAKM vs OXLC

Comparison between OAKMARK U.S. LARGE CAP ETF (OAKM, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

OAKM vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OAKM(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.59%	N/A
Max Drawdown	15.24%	91.93%
Sharpe Ratio	1.00	-1.43
5Y Beta	0.76	0.69
P/E Ratio	18.66	N/A
Forward P/E	12.71	N/A
PEG Ratio	0.69	N/A
5Y Dividends CAGR	N/A	2.32%
5Y EPS CAGR	14.13%	N/A
Debt to Equity	89.38%	N/A
P/S Ratio	1.52	N/A
P/B Ratio	2.04	N/A

Net Assets

OAKM

$1.10B

OXLC

$1.10B

Expense Ratio

OAKM

0.59%

OXLC

N/A

Max Drawdown

Winner

OAKM

15.24%

OXLC

91.93%

Sharpe Ratio

Winner

OAKM

1.00

OXLC

-1.43

5Y Beta

OAKM

0.76

Winner

OXLC

0.69

P/E Ratio

OAKM

18.66

OXLC

N/A

Forward P/E

OAKM

12.71

OXLC

N/A

PEG Ratio

OAKM

0.69

OXLC

N/A

5Y Dividends CAGR

OAKM

N/A

OXLC

2.32%

5Y EPS CAGR

OAKM

14.13%

OXLC

N/A

Debt to Equity

OAKM

89.38%

OXLC

N/A

P/S Ratio

OAKM

1.52

OXLC

N/A

P/B Ratio

OAKM

2.04

OXLC

N/A

OAKM vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	OAKM	OXLC
1 month	-0.75%	+5.20%
3 months	-3.90%	+3.19%
6 months	+5.96%	-18.59%
1 year	+15.78%	-40.28%
5 years(CAGR)	N/A	-5.14%
10 years(CAGR)	N/A	+4.50%
Max(CAGR)	+9.20%	+3.08%

OAKM

-0.75%

Winner

OXLC

+5.20%

OAKM

-3.90%

Winner

OXLC

+3.19%

Winner

OAKM

+5.96%

OXLC

-18.59%

Winner

OAKM

+15.78%

OXLC

-40.28%

5Y(CAGR)

OAKM

N/A

OXLC

-5.14%

10Y(CAGR)

OAKM

N/A

OXLC

+4.50%

Max(CAGR)

Winner

OAKM

+9.20%

OXLC

+3.08%

OAKM vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	OAKM	OXLC
2026	-2.21%	-22.66%
2025	+21.60%	-24.65%
2024	-4.83%	+23.84%
2023	N/A	+14.29%
2022	N/A	-27.46%
2021	N/A	+57.30%
2020	N/A	-15.25%
2019	N/A	-2.92%
2018	N/A	+10.99%
2017	N/A	+11.56%
2016	N/A	+35.17%
2015	N/A	-20.64%
2014	N/A	-0.72%
2013	N/A	+26.27%
2012	N/A	+30.32%
2011	N/A	-25.72%

OAKM vs OXLC Drawdown Comparison

The maximum drawdown for OAKM was -15.24%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

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

The current OAKM drawdown is -4.33%. The current OXLC drawdown is -43.05%.

Rank	OAKM	OXLC
#1	-15.24% Feb 19, 2025 - Jun 26, 2025	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-7.19% Jan 8, 2026 - Mar 27, 2026	-57.10% May 16, 2025 - Mar 13, 2026
#3	-6.12% Dec 3, 2024 - Jan 21, 2025	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-5.33% Oct 27, 2025 - Dec 3, 2025	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-4.74% Sep 18, 2025 - Oct 23, 2025	-33.15% May 11, 2011 - Nov 6, 2012
#6	-4.02% Jul 23, 2025 - Aug 22, 2025	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-1.95% Jan 27, 2025 - Feb 18, 2025	-14.40% Feb 18, 2025 - May 14, 2025
#8	-1.75% Dec 11, 2025 - Dec 26, 2025	-13.23% Feb 19, 2014 - May 28, 2015
#9	-1.65% Jul 10, 2025 - Jul 22, 2025	-12.86% Feb 2, 2011 - May 11, 2011
#10	-1.31% Aug 22, 2025 - Sep 11, 2025	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-1.03% Jan 6, 2026 - Jan 8, 2026	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-0.94% Dec 26, 2025 - Jan 5, 2026	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-0.85% Jul 3, 2025 - Jul 10, 2025	-9.60% May 21, 2013 - Nov 27, 2013
#14	-0.63% Sep 11, 2025 - Sep 18, 2025	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-0.61% Dec 5, 2025 - Dec 10, 2025	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between OAKM and OXLC is -0.90 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.90

-101

Dividend Comparison (2011 - 2026)

OAKM vs OXLC dividend yield comparison.

Year	OAKM	OXLC
2026	0.00%	13.75%
2025	0.67%	35.86%
2024	0.04%	20.12%
2023	0.00%	18.83%
2022	0.00%	17.75%
2021	0.00%	10.51%
2020	0.00%	22.46%
2019	0.00%	19.85%
2018	0.00%	16.70%
2017	0.00%	17.91%
2016	0.00%	22.84%
2015	0.00%	24.10%
2014	0.00%	16.72%
2013	0.00%	12.69%
2012	0.00%	14.30%
2011	0.00%	13.14%