OXLC vs AVIV

Comparison between Oxford Lane Capital Corp (OXLC, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).

5-Year PerformanceAVIV has outperformed OXLC, delivering a return of +13.9% compared to -5.1%

OXLC vs AVIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXLC(ETF)	AVIV(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	N/A	0.25%
Max Drawdown	91.93%	29.14%
Sharpe Ratio	-1.43	2.15
5Y Beta	0.69	0.67
5Y Dividends CAGR	2.32%	N/A

Net Assets

OXLC

$1.10B

Winner

AVIV

$1.20B

Expense Ratio

OXLC

N/A

AVIV

0.25%

Max Drawdown

OXLC

91.93%

Winner

AVIV

29.14%

Sharpe Ratio

OXLC

-1.43

Winner

AVIV

2.15

5Y Beta

OXLC

0.69

Winner

AVIV

0.67

5Y Dividends CAGR

OXLC

2.32%

AVIV

N/A

OXLC vs AVIV - Historical Returns

Returns include dividend reinvestment.

Period	OXLC	AVIV
1 month	+5.20%	+0.83%
3 months	+3.19%	+0.40%
6 months	-18.59%	+17.86%
1 year	-40.28%	+38.61%
5 years(CAGR)	-5.14%	+13.89%
10 years(CAGR)	+4.50%	N/A
Max(CAGR)	+3.08%	+13.89%

Winner

OXLC

+5.20%

AVIV

+0.83%

Winner

OXLC

+3.19%

AVIV

+0.40%

OXLC

-18.59%

Winner

AVIV

+17.86%

OXLC

-40.28%

Winner

AVIV

+38.61%

5Y(CAGR)

OXLC

-5.14%

Winner

AVIV

+13.89%

10Y(CAGR)

OXLC

+4.50%

AVIV

N/A

Max(CAGR)

OXLC

+3.08%

Winner

AVIV

+13.89%

OXLC vs AVIV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	OXLC	AVIV
2026	-22.66%	+9.84%
2025	-24.65%	+42.08%
2024	+23.84%	+5.24%
2023	+14.29%	+18.14%
2022	-27.46%	-9.00%
2021	+57.30%	+1.92%
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 AVIV Drawdown Comparison

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

The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.

The current OXLC drawdown is -43.05%. The current AVIV drawdown is -1.76%.

Rank	OXLC	AVIV
#1	-74.42% Jul 24, 2019 - Jun 3, 2021	-27.72% Jan 14, 2022 - Jul 28, 2023
#2	-57.10% May 16, 2025 - Mar 13, 2026	-14.13% Mar 19, 2025 - Apr 28, 2025
#3	-56.97% Jun 3, 2015 - Nov 16, 2016	-10.78% Feb 27, 2026 - Mar 20, 2026
#4	-36.81% Feb 2, 2022 - Jun 7, 2024	-9.85% Jul 31, 2023 - Dec 13, 2023
#5	-33.15% May 11, 2011 - Nov 6, 2012	-8.07% Sep 26, 2024 - Feb 13, 2025
#6	-24.62% Aug 9, 2018 - Apr 8, 2019	-7.53% Jul 17, 2024 - Aug 21, 2024
#7	-14.40% Feb 18, 2025 - May 14, 2025	-7.09% Nov 8, 2021 - Jan 7, 2022
#8	-13.23% Feb 19, 2014 - May 28, 2015	-4.75% Nov 12, 2025 - Dec 3, 2025
#9	-12.86% Feb 2, 2011 - May 11, 2011	-4.46% May 20, 2024 - Jul 12, 2024
#10	-12.83% Nov 1, 2017 - Feb 8, 2018	-4.35% Dec 27, 2023 - Feb 23, 2024
#11	-12.01% Nov 2, 2021 - Jan 11, 2022	-4.21% Apr 9, 2024 - May 14, 2024
#12	-10.64% Apr 5, 2017 - Aug 21, 2017	-3.92% Aug 30, 2024 - Sep 19, 2024
#13	-9.60% May 21, 2013 - Nov 27, 2013	-3.48% Jul 23, 2025 - Aug 12, 2025
#14	-9.24% Jun 4, 2021 - Oct 11, 2021	-2.97% Oct 6, 2025 - Oct 27, 2025
#15	-8.40% May 18, 2018 - Aug 1, 2018	-2.34% Mar 7, 2025 - Mar 17, 2025

Correlation

Correlation between OXLC and AVIV is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26

-101

Dividend Comparison (2011 - 2026)

OXLC vs AVIV dividend yield comparison.

Year	OXLC	AVIV
2026	13.75%	0.13%
2025	35.86%	3.01%
2024	20.12%	3.46%
2023	18.83%	3.64%
2022	17.75%	2.84%
2021	10.51%	0.57%
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%