OXLCM vs. DGRO

Last updated Apr 2, 2026

Compare and contrast key facts about Oxford Lane Capital Corp. (OXLCM) and iShares Core Dividend Growth ETF (DGRO).

DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.

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.

OXLCM vs. DGRO - Yearly Performance Comparison

	2026 (YTD)
OXLCM Oxford Lane Capital Corp.	0.41%
DGRO iShares Core Dividend Growth ETF	1.77%

Returns By Period

OXLCM

• 1D: 0.57%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DGRO

• 1D: 0.03%
• 1M: -4.46%
• YTD: 1.60%
• 6M: 3.88%
• 1Y: 16.44%
• 3Y*: 14.60%
• 5Y*: 10.14%
• 10Y*: 12.81%

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

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: 63
DGRO Sharpe Ratio Rank: 63
DGRO Sortino Ratio Rank: 63
DGRO Omega Ratio Rank: 66
DGRO Calmar Ratio Rank: 56
DGRO Martin Ratio Rank: 65

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	—	1.14	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.77	—
Sharpe Ratio (All Time) Calculated using the full available price history	11.50	0.73	+10.76

Correlation

The correlation between OXLCM and DGRO is -1.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

OXLCM vs. DGRO - Dividend Comparison

OXLCM has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.10%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OXLCM Oxford Lane Capital Corp.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DGRO iShares Core Dividend Growth ETF	2.10%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%

Drawdowns

OXLCM vs. DGRO - Drawdown Comparison

The maximum OXLCM drawdown since its inception was -0.16%, 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	-0.16%	-35.10%	+34.94%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.92%	—
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	0.00%	-4.70%	+4.70%
Average Drawdown Average peak-to-trough decline	-0.08%	-3.48%	+3.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.37%	—

Volatility

Volatility by Period

	OXLCM	DGRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.57%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.21%	—
Volatility (1Y) Calculated over the trailing 1-year period	8.22%	14.47%	-6.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	8.22%	13.84%	-5.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.22%	16.63%	-8.41%