VTWV vs OXLC

Comparison between VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES (VTWV, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceVTWV has outperformed OXLC, delivering a return of +7.0% compared to -5.1%

VTWV vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTWV(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.06%	N/A
Max Drawdown	47.32%	91.93%
Sharpe Ratio	1.98	-1.43
5Y Beta	0.98	0.69
P/E Ratio	205.34	N/A
Forward P/E	12.54	N/A
5Y Dividends CAGR	15.13%	2.32%
5Y EPS CAGR	9.61%	N/A
Debt to Equity	36.70%	N/A
P/S Ratio	1.22	N/A
P/B Ratio	1.52	N/A

Net Assets

VTWV

$1.10B

OXLC

$1.10B

Expense Ratio

VTWV

0.06%

OXLC

N/A

Max Drawdown

Winner

VTWV

47.32%

OXLC

91.93%

Sharpe Ratio

Winner

VTWV

1.98

OXLC

-1.43

5Y Beta

VTWV

0.98

Winner

OXLC

0.69

P/E Ratio

VTWV

205.34

OXLC

N/A

Forward P/E

VTWV

12.54

OXLC

N/A

5Y Dividends CAGR

Winner

VTWV

15.13%

OXLC

2.32%

5Y EPS CAGR

VTWV

9.61%

OXLC

N/A

Debt to Equity

VTWV

36.70%

OXLC

N/A

P/S Ratio

VTWV

1.22

OXLC

N/A

P/B Ratio

VTWV

1.52

OXLC

N/A

VTWV vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	VTWV	OXLC
1 month	+6.75%	+5.20%
3 months	+5.62%	+3.19%
6 months	+21.59%	-18.59%
1 year	+44.75%	-40.28%
5 years(CAGR)	+7.03%	-5.14%
10 years(CAGR)	+10.70%	+4.50%
Max(CAGR)	+10.58%	+3.08%

Winner

VTWV

+6.75%

OXLC

+5.20%

Winner

VTWV

+5.62%

OXLC

+3.19%

Winner

VTWV

+21.59%

OXLC

-18.59%

Winner

VTWV

+44.75%

OXLC

-40.28%

5Y(CAGR)

Winner

VTWV

+7.03%

OXLC

-5.14%

10Y(CAGR)

Winner

VTWV

+10.70%

OXLC

+4.50%

Max(CAGR)

Winner

VTWV

+10.58%

OXLC

+3.08%

VTWV vs OXLC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VTWV	OXLC
2026	+16.26%	-22.66%
2025	+12.87%	-24.65%
2024	+8.32%	+23.84%
2023	+15.35%	+14.29%
2022	-15.53%	-27.46%
2021	+29.81%	+57.30%
2020	+5.33%	-15.25%
2019	+21.90%	-2.92%
2018	-13.64%	+10.99%
2017	+7.38%	+11.56%
2016	+34.40%	+35.17%
2015	-7.09%	-20.64%
2014	+5.36%	-0.72%
2013	+30.38%	+26.27%
2012	+14.34%	+30.32%
2011	-6.79%	-25.72%
2010	+18.62%	N/A

VTWV vs OXLC Drawdown Comparison

The maximum drawdown for VTWV was -45.72%, occurring on Mar 23, 2020. Recovery took 584 trading sessions.

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

The current VTWV drawdown is -0.47%. The current OXLC drawdown is -43.05%.

Rank	VTWV	OXLC
#1	-45.72% Aug 21, 2018 - Dec 15, 2020	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-28.07% Apr 29, 2011 - Sep 7, 2012	-57.10% May 16, 2025 - Mar 13, 2026
#3	-26.72% Nov 25, 2024 - Sep 18, 2025	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-25.74% Nov 8, 2021 - Jul 16, 2024	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-22.20% Jun 23, 2015 - Aug 5, 2016	-33.15% May 11, 2011 - Nov 6, 2012
#6	-12.42% Jul 1, 2014 - Dec 29, 2014	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-11.92% Jun 8, 2021 - Nov 3, 2021	-14.40% Feb 18, 2025 - May 14, 2025
#8	-11.01% Sep 14, 2012 - Jan 2, 2013	-13.23% Feb 19, 2014 - May 28, 2015
#9	-9.88% Jul 26, 2024 - Oct 16, 2024	-12.86% Feb 2, 2011 - May 11, 2011
#10	-9.72% Mar 12, 2021 - Jun 1, 2021	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-9.24% Jan 23, 2018 - May 17, 2018	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-8.64% Feb 9, 2026 - Apr 13, 2026	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-7.26% Jan 22, 2014 - Feb 28, 2014	-9.60% May 21, 2013 - Nov 27, 2013
#14	-7.01% Oct 24, 2025 - Nov 26, 2025	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-6.84% Mar 1, 2017 - Sep 25, 2017	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between VTWV and OXLC is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2010 - 2026)

VTWV vs OXLC dividend yield comparison.

Year	VTWV	OXLC
2026	0.33%	13.75%
2025	1.79%	35.86%
2024	1.78%	20.12%
2023	2.02%	18.83%
2022	2.07%	17.75%
2021	1.60%	10.51%
2020	1.49%	22.46%
2019	1.82%	19.85%
2018	2.04%	16.70%
2017	1.63%	17.91%
2016	1.57%	22.84%
2015	2.03%	24.10%
2014	1.71%	16.72%
2013	1.42%	12.69%
2012	1.92%	14.30%
2011	1.27%	13.14%
2010	0.70%	0.00%