RWK vs OXLC

Comparison between INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceRWK has outperformed OXLC, delivering a return of +9.8% compared to -5.1%

RWK vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWK(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.39%	N/A
Max Drawdown	56.86%	91.93%
Sharpe Ratio	1.45	-1.43
5Y Beta	0.97	0.69
P/E Ratio	27.87	N/A
Forward P/E	12.57	N/A
5Y Dividends CAGR	18.52%	2.32%
5Y EPS CAGR	10.31%	N/A
Debt to Equity	5.98%	N/A
P/S Ratio	0.49	N/A
P/B Ratio	2.08	N/A

Net Assets

RWK

$1.10B

OXLC

$1.10B

Expense Ratio

RWK

0.39%

OXLC

N/A

Max Drawdown

Winner

RWK

56.86%

OXLC

91.93%

Sharpe Ratio

Winner

RWK

1.45

OXLC

-1.43

5Y Beta

RWK

0.97

Winner

OXLC

0.69

P/E Ratio

RWK

27.87

OXLC

N/A

Forward P/E

RWK

12.57

OXLC

N/A

5Y Dividends CAGR

Winner

RWK

18.52%

OXLC

2.32%

5Y EPS CAGR

RWK

10.31%

OXLC

N/A

Debt to Equity

RWK

5.98%

OXLC

N/A

P/S Ratio

RWK

0.49

OXLC

N/A

P/B Ratio

RWK

2.08

OXLC

N/A

RWK vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	RWK	OXLC
1 month	+4.36%	+5.20%
3 months	+1.42%	+3.19%
6 months	+14.00%	-18.59%
1 year	+29.25%	-40.28%
5 years(CAGR)	+9.81%	-5.14%
10 years(CAGR)	+12.90%	+4.50%
Max(CAGR)	+11.32%	+3.08%

RWK

+4.36%

Winner

OXLC

+5.20%

RWK

+1.42%

Winner

OXLC

+3.19%

Winner

RWK

+14.00%

OXLC

-18.59%

Winner

RWK

+29.25%

OXLC

-40.28%

5Y(CAGR)

Winner

RWK

+9.81%

OXLC

-5.14%

10Y(CAGR)

Winner

RWK

+12.90%

OXLC

+4.50%

Max(CAGR)

Winner

RWK

+11.32%

OXLC

+3.08%

RWK vs OXLC - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWK	OXLC
2026	+9.55%	-22.66%
2025	+10.81%	-24.65%
2024	+12.34%	+23.84%
2023	+24.64%	+14.29%
2022	-8.33%	-27.46%
2021	+37.09%	+57.30%
2020	+10.96%	-15.25%
2019	+27.67%	-2.92%
2018	-15.60%	+10.99%
2017	+12.47%	+11.56%
2016	+22.86%	+35.17%
2015	-5.22%	-20.64%
2014	+10.62%	-0.72%
2013	+37.24%	+26.27%
2012	+14.53%	+30.32%
2011	-2.71%	-25.72%
2010	+21.37%	N/A
2009	+47.01%	N/A
2008	-34.94%	N/A

RWK vs OXLC Drawdown Comparison

The maximum drawdown for RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.

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

The current RWK drawdown is -1.26%. The current OXLC drawdown is -43.05%.

Rank	RWK	OXLC
#1	-56.48% Jun 5, 2008 - Mar 23, 2010	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-46.19% Jan 16, 2020 - Nov 16, 2020	-57.10% May 16, 2025 - Mar 13, 2026
#3	-28.25% Apr 28, 2011 - Feb 23, 2012	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-25.24% Aug 29, 2018 - Dec 12, 2019	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-24.59% Nov 25, 2024 - Aug 27, 2025	-33.15% May 11, 2011 - Nov 6, 2012
#6	-22.05% Nov 16, 2021 - Jan 31, 2023	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-22.00% Jun 23, 2015 - Aug 15, 2016	-14.40% Feb 18, 2025 - May 14, 2025
#8	-20.17% Apr 23, 2010 - Dec 2, 2010	-13.23% Feb 19, 2014 - May 28, 2015
#9	-13.54% Mar 15, 2012 - Dec 18, 2012	-12.86% Feb 2, 2011 - May 11, 2011
#10	-13.24% Feb 2, 2023 - Jul 11, 2023	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-13.10% Aug 1, 2023 - Dec 13, 2023	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-12.51% Sep 2, 2014 - Nov 24, 2014	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-11.14% Feb 6, 2026 - Apr 17, 2026	-9.60% May 21, 2013 - Nov 27, 2013
#14	-10.83% Feb 26, 2008 - Apr 30, 2008	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-10.68% Jan 22, 2018 - Aug 6, 2018	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between RWK and OXLC is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2008 - 2026)

RWK vs OXLC dividend yield comparison.

Year	RWK	OXLC
2026	0.29%	13.75%
2025	1.25%	35.86%
2024	1.11%	20.12%
2023	1.05%	18.83%
2022	1.18%	17.75%
2021	0.85%	10.51%
2020	0.96%	22.46%
2019	1.09%	19.85%
2018	1.22%	16.70%
2017	0.99%	17.91%
2016	1.30%	22.84%
2015	0.92%	24.10%
2014	1.04%	16.72%
2013	1.29%	12.69%
2012	1.32%	14.30%
2011	3.10%	13.14%
2010	0.57%	0.00%
2009	0.63%	0.00%
2008	1.07%	0.00%