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RWO vs OXLC

Comparison between SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF (RWO, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceRWO has outperformed OXLC, delivering a return of +3.2% compared to -5.1%

RWO vs OXLC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RWO
$1.10B
OXLC
$1.10B
Expense Ratio
RWO
0.50%
OXLC
N/A
Max Drawdown
Winner
RWO
68.76%
OXLC
91.93%
Sharpe Ratio
Winner
RWO
1.00
OXLC
-1.43
5Y Beta
Winner
RWO
0.52
OXLC
0.69
P/E Ratio
RWO
38.58
OXLC
N/A
Forward P/E
RWO
39.32
OXLC
N/A
5Y Dividends CAGR
Winner
RWO
3.09%
OXLC
2.32%
5Y EPS CAGR
RWO
10.97%
OXLC
N/A
Debt to Equity
RWO
79.72%
OXLC
N/A
P/S Ratio
RWO
7.50
OXLC
N/A
P/B Ratio
RWO
2.51
OXLC
N/A

RWO vs OXLC - Historical Returns

Returns include dividend reinvestment.

1M
RWO
+4.18%
Winner
OXLC
+5.20%
3M
Winner
RWO
+4.04%
OXLC
+3.19%
6M
Winner
RWO
+10.08%
OXLC
-18.59%
1Y
Winner
RWO
+17.83%
OXLC
-40.28%
5Y(CAGR)
Winner
RWO
+3.21%
OXLC
-5.14%
10Y(CAGR)
RWO
+3.56%
Winner
OXLC
+4.50%
Max(CAGR)
Winner
RWO
+3.93%
OXLC
+3.08%

RWO vs OXLC - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearRWOOXLC
2026+10.29%-22.66%
2025+9.72%-24.65%
2024+1.46%+23.84%
2023+10.75%+14.29%
2022-24.87%-27.46%
2021+34.51%+57.30%
2020-9.82%-15.25%
2019+23.21%-2.92%
2018-5.86%+10.99%
2017+7.63%+11.56%
2016+5.19%+35.17%
2015+0.37%-20.64%
2014+19.49%-0.72%
2013+1.06%+26.27%
2012+24.06%+30.32%
2011-4.48%-25.72%
2010+23.12%N/A
2009+31.21%N/A
2008-46.74%N/A

RWO vs OXLC Drawdown Comparison

The maximum drawdown for RWO was -67.74%, occurring on Mar 9, 2009. Recovery took 1041 trading sessions.

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

The current RWO drawdown is -0.54%. The current OXLC drawdown is -43.05%.

RankRWOOXLC
#1-67.74%
May 30, 2008 - Jul 17, 2012
-74.42%
Jul 24, 2019 - Jun 3, 2021
#2-43.26%
Feb 14, 2020 - Jun 1, 2021
-57.10%
May 16, 2025 - Mar 13, 2026
#3-32.84%
Jan 4, 2022 - Feb 13, 2026
-56.97%
Jun 3, 2015 - Nov 16, 2016
#4-15.56%
Jan 26, 2015 - May 6, 2016
-36.81%
Feb 2, 2022 - Jun 7, 2024
#5-15.31%
May 21, 2013 - May 16, 2014
-33.15%
May 11, 2011 - Nov 6, 2012
#6-13.57%
Jul 29, 2016 - Jul 6, 2018
-24.62%
Aug 9, 2018 - Apr 8, 2019
#7-11.29%
Aug 28, 2018 - Jan 30, 2019
-14.40%
Feb 18, 2025 - May 14, 2025
#8-9.52%
Feb 26, 2026 - Apr 17, 2026
-13.23%
Feb 19, 2014 - May 28, 2015
#9-7.75%
Sep 5, 2014 - Oct 31, 2014
-12.86%
Feb 2, 2011 - May 11, 2011
#10-6.94%
Sep 2, 2021 - Oct 28, 2021
-12.83%
Nov 1, 2017 - Feb 8, 2018
#11-5.72%
Sep 14, 2012 - Dec 18, 2012
-12.01%
Nov 2, 2021 - Jan 11, 2022
#12-5.11%
Nov 24, 2021 - Dec 8, 2021
-10.64%
Apr 5, 2017 - Aug 21, 2017
#13-5.02%
May 10, 2016 - Jun 23, 2016
-9.60%
May 21, 2013 - Nov 27, 2013
#14-4.61%
Oct 23, 2019 - Jan 21, 2020
-9.24%
Jun 4, 2021 - Oct 11, 2021
#15-4.53%
Jul 10, 2019 - Sep 4, 2019
-8.40%
May 18, 2018 - Aug 1, 2018

Correlation

Correlation between RWO and OXLC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2008 - 2026)

RWO vs OXLC dividend yield comparison.

YearRWOOXLC
20260.56%13.75%
20253.62%35.86%
20243.68%20.12%
20233.53%18.83%
20223.69%17.75%
20212.79%10.51%
20203.25%22.46%
20193.97%19.85%
20183.90%16.70%
20173.26%17.91%
20163.77%22.84%
20152.97%24.10%
20143.08%16.72%
20133.77%12.69%
20123.97%14.30%
20113.10%13.14%
20107.08%0.00%
20094.31%0.00%
20084.21%0.00%

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