OXLC vs AVLC

Comparison between Oxford Lane Capital Corp (OXLC, ETF) and AVANTIS U.S. LARGE CAP EQUITY ETF (AVLC, ETF).

OXLC vs AVLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXLC(ETF)	AVLC(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	N/A	0.15%
Max Drawdown	91.93%	19.85%
Sharpe Ratio	-1.45	2.15
5Y Beta	0.69	0.99
P/E Ratio	N/A	25.21
Forward P/E	N/A	18.92
5Y Dividends CAGR	2.32%	N/A
5Y EPS CAGR	N/A	23.48%
P/S Ratio	N/A	2.63
P/B Ratio	N/A	4.38

Net Assets

OXLC

$1.10B

Winner

AVLC

$1.20B

Expense Ratio

OXLC

N/A

AVLC

0.15%

Max Drawdown

OXLC

91.93%

Winner

AVLC

19.85%

Sharpe Ratio

OXLC

-1.45

Winner

AVLC

2.15

5Y Beta

Winner

OXLC

0.69

AVLC

0.99

P/E Ratio

OXLC

N/A

AVLC

25.21

Forward P/E

OXLC

N/A

AVLC

18.92

5Y Dividends CAGR

OXLC

2.32%

AVLC

N/A

5Y EPS CAGR

OXLC

N/A

AVLC

23.48%

P/S Ratio

OXLC

N/A

AVLC

2.63

P/B Ratio

OXLC

N/A

AVLC

4.38

OXLC vs AVLC - Historical Returns

Returns include dividend reinvestment.

Period	OXLC	AVLC
1 month	+5.76%	+8.05%
3 months	+5.55%	+7.07%
6 months	-19.58%	+12.49%
1 year	-41.80%	+31.47%
5 years(CAGR)	-5.04%	N/A
10 years(CAGR)	+4.16%	N/A
Max(CAGR)	+3.04%	+25.30%

OXLC

+5.76%

Winner

AVLC

+8.05%

OXLC

+5.55%

Winner

AVLC

+7.07%

OXLC

-19.58%

Winner

AVLC

+12.49%

OXLC

-41.80%

Winner

AVLC

+31.47%

5Y(CAGR)

OXLC

-5.04%

AVLC

N/A

10Y(CAGR)

OXLC

+4.16%

AVLC

N/A

Max(CAGR)

OXLC

+3.04%

Winner

AVLC

+25.30%

OXLC vs AVLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	OXLC	AVLC
2026	-23.20%	+10.80%
2025	-24.65%	+17.70%
2024	+23.84%	+23.60%
2023	+14.29%	+12.04%
2022	-27.46%	N/A
2021	+57.30%	N/A
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 AVLC Drawdown Comparison

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

The maximum drawdown for AVLC was -19.64%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current OXLC drawdown is -43.44%.

Rank	OXLC	AVLC
#1	-74.42% Jul 24, 2019 - Jun 3, 2021	-19.64% Feb 19, 2025 - Jun 27, 2025
#2	-57.10% May 16, 2025 - Mar 13, 2026	-8.83% Jul 16, 2024 - Sep 19, 2024
#3	-56.97% Jun 3, 2015 - Nov 16, 2016	-8.00% Feb 25, 2026 - Apr 14, 2026
#4	-36.81% Feb 2, 2022 - Jun 7, 2024	-6.11% Oct 17, 2023 - Nov 10, 2023
#5	-33.15% May 11, 2011 - Nov 6, 2012	-5.70% Mar 28, 2024 - May 15, 2024
#6	-24.62% Aug 9, 2018 - Apr 8, 2019	-5.18% Oct 29, 2025 - Dec 3, 2025
#7	-14.40% Feb 18, 2025 - May 14, 2025	-4.82% Dec 4, 2024 - Jan 23, 2025
#8	-13.23% Feb 19, 2014 - May 28, 2015	-3.22% Oct 8, 2025 - Oct 24, 2025
#9	-12.86% Feb 2, 2011 - May 11, 2011	-2.80% Dec 11, 2025 - Dec 24, 2025
#10	-12.83% Nov 1, 2017 - Feb 8, 2018	-2.56% Oct 18, 2024 - Nov 6, 2024
#11	-12.01% Nov 2, 2021 - Jan 11, 2022	-2.44% Jul 25, 2025 - Aug 12, 2025
#12	-10.64% Apr 5, 2017 - Aug 21, 2017	-2.18% Dec 28, 2023 - Jan 19, 2024
#13	-9.60% May 21, 2013 - Nov 27, 2013	-2.14% Nov 11, 2024 - Nov 22, 2024
#14	-9.24% Jun 4, 2021 - Oct 11, 2021	-2.09% Jan 12, 2026 - Jan 26, 2026
#15	-8.40% May 18, 2018 - Aug 1, 2018	-2.00% Feb 2, 2026 - Feb 6, 2026

Correlation

Correlation between OXLC and AVLC is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

-101

Dividend Comparison (2011 - 2026)

OXLC vs AVLC dividend yield comparison.

Year	OXLC	AVLC
2026	13.85%	0.18%
2025	35.86%	0.92%
2024	20.12%	1.09%
2023	18.83%	0.38%
2022	17.75%	0.00%
2021	10.51%	0.00%
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%