SUSB vs OXLC

Comparison between ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceSUSB has outperformed OXLC, delivering a return of +2.2% compared to -5.1%

SUSB vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSB(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.12%	N/A
Max Drawdown	13.25%	91.93%
Sharpe Ratio	0.62	-1.43
5Y Beta	0.02	0.69
5Y Dividends CAGR	22.76%	2.32%

Net Assets

SUSB

$1.10B

OXLC

$1.10B

Expense Ratio

SUSB

0.12%

OXLC

N/A

Max Drawdown

Winner

SUSB

13.25%

OXLC

91.93%

Sharpe Ratio

Winner

SUSB

0.62

OXLC

-1.43

5Y Beta

Winner

SUSB

0.02

OXLC

0.69

5Y Dividends CAGR

Winner

SUSB

22.76%

OXLC

2.32%

SUSB vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	SUSB	OXLC
1 month	+0.26%	+5.20%
3 months	+0.13%	+3.19%
6 months	+1.44%	-18.59%
1 year	+5.26%	-40.28%
5 years(CAGR)	+2.24%	-5.14%
10 years(CAGR)	+2.71%	+4.50%
Max(CAGR)	+2.71%	+3.08%

SUSB

+0.26%

Winner

OXLC

+5.20%

SUSB

+0.13%

Winner

OXLC

+3.19%

Winner

SUSB

+1.44%

OXLC

-18.59%

Winner

SUSB

+5.26%

OXLC

-40.28%

5Y(CAGR)

Winner

SUSB

+2.24%

OXLC

-5.14%

10Y(CAGR)

SUSB

+2.71%

Winner

OXLC

+4.50%

Max(CAGR)

SUSB

+2.71%

Winner

OXLC

+3.08%

SUSB vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SUSB	OXLC
2026	+0.67%	-22.66%
2025	+6.80%	-24.65%
2024	+5.04%	+23.84%
2023	+5.93%	+14.29%
2022	-5.58%	-27.46%
2021	-0.68%	+57.30%
2020	+4.83%	-15.25%
2019	+7.03%	-2.92%
2018	+0.70%	+10.99%
2017	+0.28%	+11.56%
2016	N/A	+35.17%
2015	N/A	-20.64%
2014	N/A	-0.72%
2013	N/A	+26.27%
2012	N/A	+30.32%
2011	N/A	-25.72%

SUSB vs OXLC Drawdown Comparison

The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.

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

The current SUSB drawdown is -0.29%. The current OXLC drawdown is -43.05%.

Rank	SUSB	OXLC
#1	-13.25% Mar 5, 2020 - May 26, 2020	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-9.57% Aug 3, 2021 - Jun 4, 2024	-57.10% May 16, 2025 - Mar 13, 2026
#3	-1.66% Sep 7, 2017 - Dec 21, 2018	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-1.49% Feb 27, 2026 - Mar 26, 2026	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-1.36% Apr 3, 2025 - Apr 28, 2025	-33.15% May 11, 2011 - Nov 6, 2012
#6	-1.21% Oct 1, 2024 - Feb 5, 2025	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-0.98% Sep 4, 2019 - Oct 2, 2019	-14.40% Feb 18, 2025 - May 14, 2025
#8	-0.95% Feb 8, 2021 - May 24, 2021	-13.23% Feb 19, 2014 - May 28, 2015
#9	-0.69% Jun 5, 2020 - Jun 15, 2020	-12.86% Feb 2, 2011 - May 11, 2011
#10	-0.65% Oct 4, 2019 - Dec 3, 2019	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-0.59% Sep 3, 2020 - Nov 17, 2020	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-0.51% Mar 27, 2019 - Apr 26, 2019	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-0.48% Apr 29, 2025 - May 27, 2025	-9.60% May 21, 2013 - Nov 27, 2013
#14	-0.44% Jun 4, 2025 - Jun 12, 2025	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-0.42% Jun 9, 2021 - Jul 22, 2021	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between SUSB and OXLC is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2011 - 2026)

SUSB vs OXLC dividend yield comparison.

Year	SUSB	OXLC
2026	1.52%	13.75%
2025	4.40%	35.86%
2024	3.81%	20.12%
2023	2.81%	18.83%
2022	1.74%	17.75%
2021	1.30%	10.51%
2020	1.91%	22.46%
2019	2.83%	19.85%
2018	2.61%	16.70%
2017	0.96%	17.91%
2016	0.00%	22.84%
2015	0.00%	24.10%
2014	0.00%	16.72%
2013	0.00%	12.69%
2012	0.00%	14.30%
2011	0.00%	13.14%