OXLC vs AVES

Comparison between Oxford Lane Capital Corp (OXLC, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).

5-Year PerformanceAVES has outperformed OXLC, delivering a return of +10.4% compared to -5.1%

OXLC vs AVES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXLC(ETF)	AVES(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	N/A	0.36%
Max Drawdown	91.93%	28.22%
Sharpe Ratio	-1.43	2.12
5Y Beta	0.69	0.66
5Y Dividends CAGR	2.32%	N/A

Net Assets

OXLC

$1.10B

Winner

AVES

$1.20B

Expense Ratio

OXLC

N/A

AVES

0.36%

Max Drawdown

OXLC

91.93%

Winner

AVES

28.22%

Sharpe Ratio

OXLC

-1.43

Winner

AVES

2.12

5Y Beta

OXLC

0.69

Winner

AVES

0.66

5Y Dividends CAGR

OXLC

2.32%

AVES

N/A

OXLC vs AVES - Historical Returns

Returns include dividend reinvestment.

Period	OXLC	AVES
1 month	+5.20%	+7.49%
3 months	+3.19%	+5.81%
6 months	-18.59%	+19.70%
1 year	-40.28%	+44.36%
5 years(CAGR)	-5.14%	+10.39%
10 years(CAGR)	+4.50%	N/A
Max(CAGR)	+3.08%	+10.39%

OXLC

+5.20%

Winner

AVES

+7.49%

OXLC

+3.19%

Winner

AVES

+5.81%

OXLC

-18.59%

Winner

AVES

+19.70%

OXLC

-40.28%

Winner

AVES

+44.36%

5Y(CAGR)

OXLC

-5.14%

Winner

AVES

+10.39%

10Y(CAGR)

OXLC

+4.50%

AVES

N/A

Max(CAGR)

OXLC

+3.08%

Winner

AVES

+10.39%

OXLC vs AVES - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	OXLC	AVES
2026	-22.66%	+14.57%
2025	-24.65%	+30.47%
2024	+23.84%	+5.94%
2023	+14.29%	+16.19%
2022	-27.46%	-16.49%
2021	+57.30%	+1.32%
2020	-15.25%	N/A
2019	-2.92%	N/A
2018	+10.99%	N/A
2017	+11.56%	N/A
2016	+35.17%	N/A
2015	-20.64%	N/A
2014	-0.72%	N/A
2013	+26.27%	N/A
2012	+30.32%	N/A
2011	-25.72%	N/A

OXLC vs AVES Drawdown Comparison

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

The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.

The current OXLC drawdown is -43.05%.

Rank	OXLC	AVES
#1	-74.42% Jul 24, 2019 - Jun 3, 2021	-27.41% Jan 12, 2022 - Apr 8, 2024
#2	-57.10% May 16, 2025 - Mar 13, 2026	-18.49% Oct 2, 2024 - Jun 4, 2025
#3	-56.97% Jun 3, 2015 - Nov 16, 2016	-12.90% Feb 25, 2026 - May 6, 2026
#4	-36.81% Feb 2, 2022 - Jun 7, 2024	-8.51% Jul 12, 2024 - Sep 24, 2024
#5	-33.15% May 11, 2011 - Nov 6, 2012	-5.43% Oct 25, 2021 - Jan 11, 2022
#6	-24.62% Aug 9, 2018 - Apr 8, 2019	-4.76% Apr 9, 2024 - May 2, 2024
#7	-14.40% Feb 18, 2025 - May 14, 2025	-4.68% May 17, 2024 - Jul 11, 2024
#8	-13.23% Feb 19, 2014 - May 28, 2015	-4.55% Sep 17, 2025 - Oct 23, 2025
#9	-12.86% Feb 2, 2011 - May 11, 2011	-3.87% Nov 12, 2025 - Dec 22, 2025
#10	-12.83% Nov 1, 2017 - Feb 8, 2018	-3.72% Jul 23, 2025 - Aug 13, 2025
#11	-12.01% Nov 2, 2021 - Jan 11, 2022	-2.63% Jun 12, 2025 - Jun 24, 2025
#12	-10.64% Apr 5, 2017 - Aug 21, 2017	-2.40% Jan 28, 2026 - Feb 9, 2026
#13	-9.60% May 21, 2013 - Nov 27, 2013	-2.21% Oct 27, 2025 - Nov 10, 2025
#14	-9.24% Jun 4, 2021 - Oct 11, 2021	-1.92% Oct 1, 2021 - Oct 14, 2021
#15	-8.40% May 18, 2018 - Aug 1, 2018	-1.85% Aug 22, 2025 - Sep 8, 2025

Correlation

Correlation between OXLC and AVES is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23

-101

Dividend Comparison (2011 - 2026)

OXLC vs AVES dividend yield comparison.

Year	OXLC	AVES
2026	13.75%	0.10%
2025	35.86%	3.17%
2024	20.12%	4.09%
2023	18.83%	3.96%
2022	17.75%	3.70%
2021	10.51%	0.62%
2020	22.46%	0.00%
2019	19.85%	0.00%
2018	16.70%	0.00%
2017	17.91%	0.00%
2016	22.84%	0.00%
2015	24.10%	0.00%
2014	16.72%	0.00%
2013	12.69%	0.00%
2012	14.30%	0.00%
2011	13.14%	0.00%