OXLC vs DLS

Comparison between Oxford Lane Capital Corp (OXLC, ETF) and WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS, ETF).

5-Year PerformanceDLS has outperformed OXLC, delivering a return of +7.1% compared to -5.0%

OXLC vs DLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXLC(ETF)	DLS(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	N/A	0.58%
Max Drawdown	91.93%	66.03%
Sharpe Ratio	-1.48	1.51
5Y Beta	0.69	0.62
5Y Dividends CAGR	2.85%	14.86%

Net Assets

OXLC

$1.10B

DLS

$1.10B

Expense Ratio

OXLC

N/A

DLS

0.58%

Max Drawdown

OXLC

91.93%

Winner

DLS

66.03%

Sharpe Ratio

OXLC

-1.48

Winner

DLS

1.51

5Y Beta

OXLC

0.69

Winner

DLS

0.62

5Y Dividends CAGR

OXLC

2.85%

Winner

DLS

14.86%

OXLC vs DLS - Historical Returns

Returns include dividend reinvestment.

Period	OXLC	DLS
1 month	-2.26%	+0.92%
3 months	+16.21%	-1.86%
6 months	-12.17%	+14.37%
1 year	-40.14%	+26.11%
5 years(CAGR)	-4.99%	+7.08%
10 years(CAGR)	+4.26%	+7.83%
Max(CAGR)	+2.84%	+6.46%

OXLC

-2.26%

Winner

DLS

+0.92%

Winner

OXLC

+16.21%

DLS

-1.86%

OXLC

-12.17%

Winner

DLS

+14.37%

OXLC

-40.14%

Winner

DLS

+26.11%

5Y(CAGR)

OXLC

-4.99%

Winner

DLS

+7.08%

10Y(CAGR)

OXLC

+4.26%

Winner

DLS

+7.83%

Max(CAGR)

OXLC

+2.84%

Winner

DLS

+6.46%

OXLC vs DLS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	OXLC	DLS
2026	-25.38%	+6.88%
2025	-24.65%	+34.27%
2024	+23.84%	+4.27%
2023	+14.29%	+14.59%
2022	-27.46%	-17.68%
2021	+57.30%	+11.96%
2020	-15.25%	-2.15%
2019	-2.92%	+22.23%
2018	+10.99%	-19.62%
2017	+11.56%	+30.78%
2016	+35.17%	+7.85%
2015	-20.64%	+7.24%
2014	-0.72%	-7.85%
2013	+26.27%	+24.82%
2012	+30.32%	+20.95%
2011	-25.72%	-12.76%
2010	N/A	+15.13%
2009	N/A	+35.00%
2008	N/A	-44.80%
2007	N/A	+3.88%
2006	N/A	+25.04%

OXLC vs DLS Drawdown Comparison

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

The maximum drawdown for DLS was -63.10%, occurring on Mar 9, 2009. Recovery took 1473 trading sessions.

The current OXLC drawdown is -45.04%. The current DLS drawdown is -2.52%.

Rank	OXLC	DLS
#1	-74.42% Jul 24, 2019 - Jun 3, 2021	-63.10% Oct 31, 2007 - Sep 9, 2013
#2	-57.10% May 16, 2025 - Mar 13, 2026	-44.74% Jan 26, 2018 - Apr 5, 2021
#3	-56.97% Jun 3, 2015 - Nov 16, 2016	-32.24% Sep 3, 2021 - Sep 26, 2024
#4	-36.81% Feb 2, 2022 - Jun 7, 2024	-18.00% Jul 3, 2014 - Sep 8, 2016
#5	-33.15% May 11, 2011 - Nov 6, 2012	-14.13% Jul 19, 2007 - Oct 31, 2007
#6	-24.62% Aug 9, 2018 - Apr 8, 2019	-12.69% Sep 26, 2024 - Apr 25, 2025
#7	-14.40% Feb 18, 2025 - May 14, 2025	-11.03% Feb 27, 2026 - Mar 30, 2026
#8	-13.23% Feb 19, 2014 - May 28, 2015	-9.06% Feb 26, 2007 - Mar 21, 2007
#9	-12.86% Feb 2, 2011 - May 11, 2011	-6.05% Jan 22, 2014 - Feb 18, 2014
#10	-12.83% Nov 1, 2017 - Feb 8, 2018	-5.65% Sep 16, 2025 - Dec 11, 2025
#11	-12.01% Nov 2, 2021 - Jan 11, 2022	-5.49% Jul 3, 2006 - Jul 31, 2006
#12	-10.64% Apr 5, 2017 - Aug 21, 2017	-4.93% Jun 7, 2021 - Aug 12, 2021
#13	-9.60% May 21, 2013 - Nov 27, 2013	-4.69% Sep 28, 2016 - Jan 4, 2017
#14	-9.24% Jun 4, 2021 - Oct 11, 2021	-4.45% Jun 4, 2007 - Jul 12, 2007
#15	-8.40% May 18, 2018 - Aug 1, 2018	-4.44% Oct 22, 2013 - Dec 30, 2013

Correlation

Correlation between OXLC and DLS is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2006 - 2026)

OXLC vs DLS dividend yield comparison.

Year	OXLC	DLS
2026	16.61%	0.19%
2025	35.86%	3.87%
2024	20.12%	4.56%
2023	18.83%	4.29%
2022	17.75%	4.96%
2021	10.51%	3.29%
2020	22.46%	2.50%
2019	19.85%	3.37%
2018	16.70%	3.66%
2017	17.91%	2.79%
2016	22.84%	3.29%
2015	24.10%	2.72%
2014	16.72%	3.61%
2013	12.69%	3.89%
2012	14.30%	3.56%
2011	13.14%	4.11%
2010	0.00%	2.85%
2009	0.00%	2.60%
2008	0.00%	5.80%
2007	0.00%	2.29%
2006	0.00%	0.41%