OXLC vs XAGG
Comparison between Oxford Lane Capital Corp (OXLC, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
OXLC vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OXLC
$1.10B
Winner
XAGG
$1.20B
Expense Ratio
OXLC
N/A
XAGG
0.50%
Max Drawdown
OXLC
91.93%
Winner
XAGG
3.39%
Sharpe Ratio
OXLC
-0.62
Winner
XAGG
0.35
5Y Beta
OXLC
0.74
Winner
XAGG
0.17
5Y Dividends CAGR
OXLC
10.17%
XAGG
N/A
OXLC vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OXLC
+6.21%
XAGG
-0.18%
3M
Winner
OXLC
+14.00%
XAGG
+0.01%
6M
OXLC
-14.61%
Winner
XAGG
+0.52%
1Y
OXLC
-18.48%
XAGG
N/A
5Y(CAGR)
OXLC
-4.10%
XAGG
N/A
10Y(CAGR)
OXLC
+5.06%
XAGG
N/A
Max(CAGR)
OXLC
+3.73%
Winner
XAGG
+4.99%
OXLC vs XAGG - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | OXLC | XAGG |
|---|---|---|
| 2026 | -14.26% | +1.62% |
| 2025 | -24.65% | +1.61% |
| 2024 | +23.84% | N/A |
| 2023 | +14.29% | N/A |
| 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 XAGG Drawdown Comparison
The maximum drawdown for OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 469 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current OXLC drawdown is -36.86%. The current XAGG drawdown is -0.84%.
| Rank | OXLC | XAGG |
|---|---|---|
| #1 | -74.42% Jul 24, 2019 - Jun 3, 2021 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -57.10% May 16, 2025 - Mar 13, 2026 | -0.84% Jul 6, 2026 - Jul 23, 2026 |
| #3 | -56.97% Jun 3, 2015 - Nov 16, 2016 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -36.81% Feb 2, 2022 - Jun 7, 2024 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -33.15% May 11, 2011 - Nov 6, 2012 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -24.62% Aug 9, 2018 - Apr 8, 2019 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -14.40% Feb 18, 2025 - May 14, 2025 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -13.23% Feb 19, 2014 - May 28, 2015 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -12.86% Feb 2, 2011 - May 11, 2011 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -12.83% Nov 1, 2017 - Feb 8, 2018 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -12.01% Nov 2, 2021 - Jan 11, 2022 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #12 | -10.64% Apr 5, 2017 - Aug 21, 2017 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -9.60% May 21, 2013 - Nov 27, 2013 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #14 | -9.24% Jun 4, 2021 - Oct 11, 2021 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
| #15 | -8.40% May 18, 2018 - Aug 1, 2018 | -0.04% Feb 17, 2026 - Feb 24, 2026 |
Correlation
Correlation between OXLC and XAGG is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.55
-101
Dividend Comparison (2011 - 2026)
OXLC vs XAGG dividend yield comparison.
| Year | OXLC | XAGG |
|---|---|---|
| 2026 | 46.57% | 3.44% |
| 2025 | 35.86% | 1.02% |
| 2024 | 20.12% | 0.00% |
| 2023 | 18.83% | 0.00% |
| 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% |
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