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OXSQZ vs SPY

Comparison between Oxford Square Capital Corp (OXSQZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OXSQZ, delivering a return of +13.3% compared to +5.3%

OXSQZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OXSQZ
$1.85B
Winner
SPY
$735B
Expense Ratio
OXSQZ
N/A
SPY
0.09%
Max Drawdown
Winner
OXSQZ
43.20%
SPY
56.47%
Sharpe Ratio
OXSQZ
0.69
Winner
SPY
1.62
5Y Beta
Winner
OXSQZ
-0.00
SPY
1.00
Industry
OXSQZ
Other
SPY
N/A
P/E Ratio
OXSQZ
125.86
Winner
SPY
28.99
Forward P/E
OXSQZ
N/A
SPY
22.37
Dividend Yield
OXSQZ
8.59%
SPY
N/A
5Y Dividends CAGR
OXSQZ
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
OXSQZ
N/A
SPY
26.05%
Debt to Equity
OXSQZ
73.08%
Winner
SPY
32.40%
Free Cash Flow Yield
OXSQZ
0.91%
SPY
N/A
P/S Ratio
OXSQZ
65.06
Winner
SPY
3.74
P/B Ratio
OXSQZ
11.72
Winner
SPY
5.61

OXSQZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OXSQZ
+0.00%
Winner
SPY
+1.90%
3M
OXSQZ
+0.00%
Winner
SPY
+8.55%
6M
OXSQZ
N/A
SPY
+8.18%
1Y
OXSQZ
+2.83%
Winner
SPY
+25.79%
5Y(CAGR)
OXSQZ
+5.29%
Winner
SPY
+13.32%
10Y(CAGR)
OXSQZ
N/A
SPY
+15.19%
Max(CAGR)
OXSQZ
+5.87%
Winner
SPY
+8.47%

OXSQZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOXSQZSPY
2026+0.00%+8.26%
2025+6.46%+18.00%
2024+7.79%+25.59%
2023+7.96%+26.72%
2022-0.54%-18.64%
2021+7.38%+30.52%
2020+5.49%+17.28%
2019+5.38%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OXSQZ vs SPY Drawdown Comparison

The maximum drawdown for OXSQZ was -42.87%, occurring on Mar 20, 2020. Recovery took 169 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -2.90%.

RankOXSQZSPY
#1-42.87%
Jan 29, 2020 - Sep 29, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.72%
Apr 22, 2022 - Feb 2, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.39%
Sep 25, 2019 - Jan 3, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.35%
Sep 13, 2023 - Dec 6, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.32%
Feb 24, 2023 - Jul 5, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.96%
Oct 29, 2020 - Nov 30, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.15%
Mar 30, 2021 - Apr 14, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.07%
Oct 4, 2021 - Apr 13, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.05%
Apr 14, 2021 - Sep 29, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.87%
Sep 29, 2020 - Oct 29, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.28%
Jun 11, 2019 - Aug 6, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.89%
May 10, 2019 - Jun 11, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.72%
Jan 25, 2024 - Feb 2, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.70%
Dec 21, 2020 - Jan 12, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.70%
Mar 12, 2021 - Mar 30, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OXSQZ and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

OXSQZ vs SPY dividend yield comparison.

YearOXSQZSPY
20260.00%0.24%
20254.65%1.07%
20246.31%1.21%
20236.53%1.40%
20226.58%1.65%
20216.15%1.20%
20206.22%1.52%
20193.07%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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