USXF vs OXLC

Comparison between ISHARES ESG ADVANCED MSCI USA ETF (USXF, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceUSXF has outperformed OXLC, delivering a return of +14.7% compared to -5.1%

USXF vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USXF(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.10%	N/A
Max Drawdown	30.42%	91.93%
Sharpe Ratio	1.89	-1.43
5Y Beta	1.14	0.69
P/E Ratio	33.24	N/A
Forward P/E	21.07	N/A
5Y Dividends CAGR	29.56%	2.32%
5Y EPS CAGR	44.16%	N/A
Debt to Equity	24.82%	N/A
P/S Ratio	5.11	N/A
P/B Ratio	7.01	N/A

Net Assets

USXF

$1.10B

OXLC

$1.10B

Expense Ratio

USXF

0.10%

OXLC

N/A

Max Drawdown

Winner

USXF

30.42%

OXLC

91.93%

Sharpe Ratio

Winner

USXF

1.89

OXLC

-1.43

5Y Beta

USXF

1.14

Winner

OXLC

0.69

P/E Ratio

USXF

33.24

OXLC

N/A

Forward P/E

USXF

21.07

OXLC

N/A

5Y Dividends CAGR

Winner

USXF

29.56%

OXLC

2.32%

5Y EPS CAGR

USXF

44.16%

OXLC

N/A

Debt to Equity

USXF

24.82%

OXLC

N/A

P/S Ratio

USXF

5.11

OXLC

N/A

P/B Ratio

USXF

7.01

OXLC

N/A

USXF vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	USXF	OXLC
1 month	+13.36%	+5.20%
3 months	+11.90%	+3.19%
6 months	+16.12%	-18.59%
1 year	+37.87%	-40.28%
5 years(CAGR)	+14.66%	-5.14%
10 years(CAGR)	N/A	+4.50%
Max(CAGR)	+18.92%	+3.08%

Winner

USXF

+13.36%

OXLC

+5.20%

Winner

USXF

+11.90%

OXLC

+3.19%

Winner

USXF

+16.12%

OXLC

-18.59%

Winner

USXF

+37.87%

OXLC

-40.28%

5Y(CAGR)

Winner

USXF

+14.66%

OXLC

-5.14%

10Y(CAGR)

USXF

N/A

OXLC

+4.50%

Max(CAGR)

Winner

USXF

+18.92%

OXLC

+3.08%

USXF vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	USXF	OXLC
2026	+13.92%	-22.66%
2025	+16.60%	-24.65%
2024	+27.54%	+23.84%
2023	+31.58%	+14.29%
2022	-20.82%	-27.46%
2021	+28.66%	+57.30%
2020	+24.05%	-15.25%
2019	N/A	-2.92%
2018	N/A	+10.99%
2017	N/A	+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%

USXF vs OXLC Drawdown Comparison

The maximum drawdown for USXF was -29.54%, occurring on Oct 12, 2022. Recovery took 521 trading sessions.

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

The current OXLC drawdown is -43.05%.

Rank	USXF	OXLC
#1	-29.54% Nov 16, 2021 - Dec 13, 2023	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-20.93% Jan 23, 2025 - Jun 24, 2025	-57.10% May 16, 2025 - Mar 13, 2026
#3	-10.19% Jan 28, 2026 - Apr 13, 2026	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-10.18% Jul 16, 2024 - Aug 23, 2024	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-9.72% Sep 2, 2020 - Nov 13, 2020	-33.15% May 11, 2011 - Nov 6, 2012
#6	-8.11% Mar 21, 2024 - May 24, 2024	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-7.61% Oct 29, 2025 - Jan 16, 2026	-14.40% Feb 18, 2025 - May 14, 2025
#8	-6.34% Feb 12, 2021 - Apr 1, 2021	-13.23% Feb 19, 2014 - May 28, 2015
#9	-6.28% Dec 4, 2024 - Jan 23, 2025	-12.86% Feb 2, 2011 - May 11, 2011
#10	-6.22% Sep 3, 2021 - Oct 22, 2021	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-6.10% Aug 23, 2024 - Sep 19, 2024	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-4.69% Apr 29, 2021 - Jun 4, 2021	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-4.06% Jan 20, 2021 - Feb 4, 2021	-9.60% May 21, 2013 - Nov 27, 2013
#14	-3.51% Oct 14, 2024 - Nov 6, 2024	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-3.35% Oct 8, 2025 - Oct 27, 2025	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between USXF and OXLC is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33

-101

Dividend Comparison (2011 - 2026)

USXF vs OXLC dividend yield comparison.

Year	USXF	OXLC
2026	0.19%	13.75%
2025	0.93%	35.86%
2024	1.00%	20.12%
2023	1.21%	18.83%
2022	1.39%	17.75%
2021	0.86%	10.51%
2020	0.58%	22.46%
2019	0.00%	19.85%
2018	0.00%	16.70%
2017	0.00%	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%