OXLCM vs. DGRO

Last updated Jun 4, 2026

OXLCM (Oxford Lane Capital Corp.) is a stock, while DGRO (iShares Core Dividend Growth ETF) is Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. At a 0.05 correlation, their price movements are largely independent.

Performance

OXLCM vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oxford Lane Capital Corp. (OXLCM) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OXLCM

• 1D: -0.16%
• 1M: 1.16%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DGRO

• 1D: -0.28%
• 1M: 3.14%
• YTD: 8.76%
• 6M: 8.75%
• 1Y: 22.54%
• 3Y*: 16.99%
• 5Y*: 10.54%
• 10Y*: 13.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

OXLCM vs. DGRO - Yearly Performance Comparison

	2026 (YTD)
OXLCM Oxford Lane Capital Corp.	3.21%
DGRO iShares Core Dividend Growth ETF	2.10%

Correlation

The correlation between OXLCM and DGRO is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Feb 9, 2026	0.05

Return for Risk

OXLCM vs. DGRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DGRO

DGRO Risk / Return Rank: 71
DGRO Sharpe Ratio Rank: 71
DGRO Sortino Ratio Rank: 76
DGRO Omega Ratio Rank: 70
DGRO Calmar Ratio Rank: 69
DGRO Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OXLCM vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oxford Lane Capital Corp. (OXLCM) and iShares Core Dividend Growth ETF (DGRO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	OXLCM	DGRO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.39	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.77	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.80	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.68	0.76	+1.92

Drawdowns

OXLCM vs. DGRO - Drawdown Comparison

The maximum OXLCM drawdown since its inception was -1.68%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for OXLCM and DGRO.

Drawdown Indicators

	OXLCM	DGRO	Difference
Max Drawdown Largest peak-to-trough decline	-1.68%	-35.10%	+33.42%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.47%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.03%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.31%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.10%	—
Current Drawdown Current decline from peak	-0.16%	-0.28%	+0.12%
Average Drawdown Average peak-to-trough decline	-0.25%	-3.44%	+3.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.67%	—

Volatility

Volatility by Period

	OXLCM	DGRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.21%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.91%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.21%	9.48%	-5.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.21%	13.82%	-9.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.21%	16.62%	-12.41%

Dividends

OXLCM vs. DGRO - Dividend Comparison

OXLCM's dividend yield for the trailing twelve months is around 1.63%, less than DGRO's 1.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRO iShares Core Dividend Growth ETF	1.96%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%
OXLCM Oxford Lane Capital Corp.	1.63%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both OXLCM and DGRO in my portfolio?

OXLCM and DGRO have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.