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FSK vs. OBDC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FSK vs. OBDC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FS KKR Capital Corp. (FSK) and Blue Owl Capital Corporation (OBDC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FSK achieves a -24.60% return, which is significantly lower than OBDC's -10.06% return.


FSK

1D
0.99%
1M
-1.25%
YTD
-24.60%
6M
-22.72%
1Y
-39.90%
3Y*
-4.13%
5Y*
-0.45%
10Y*
2.19%

OBDC

1D
0.09%
1M
-2.09%
YTD
-10.06%
6M
-8.26%
1Y
-14.82%
3Y*
4.74%
5Y*
5.05%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSK vs. OBDC - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FSK
FS KKR Capital Corp.
-24.60%-20.38%25.71%33.04%-4.71%41.59%-10.27%9.14%
OBDC
Blue Owl Capital Corporation
-10.06%-7.87%14.69%43.51%-9.48%21.99%-19.52%20.00%

Correlation

The correlation between FSK and OBDC is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.71

Correlation (3Y)
Calculated over the trailing 3-year period

0.71

Correlation (5Y)
Calculated over the trailing 5-year period

0.72

Correlation (All Time)
Calculated using the full available price history since Jul 18, 2019

0.61

The correlation between FSK and OBDC shifts across timeframes, from 0.61 (all time) to 0.72 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FSK:

$2.87B

OBDC:

$5.39B

EPS

FSK:

-$0.39

OBDC:

$1.07

PS Ratio

FSK:

3.59

OBDC:

4.09

PB Ratio

FSK:

0.54

OBDC:

0.75

Total Revenue (TTM)

FSK:

$798.00M

OBDC:

$1.34B

Gross Profit (TTM)

FSK:

$172.00M

OBDC:

$616.29M

EBITDA (TTM)

FSK:

$110.43M

OBDC:

$539.15M

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Return for Risk

FSK vs. OBDC — Risk / Return Rank

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

FSK
FSK Risk / Return Rank: 77
Overall Rank
FSK Sharpe Ratio Rank: 22
Sharpe Ratio Rank
FSK Sortino Ratio Rank: 44
Sortino Ratio Rank
FSK Omega Ratio Rank: 44
Omega Ratio Rank
FSK Calmar Ratio Rank: 1212
Calmar Ratio Rank
FSK Martin Ratio Rank: 1616
Martin Ratio Rank

OBDC
OBDC Risk / Return Rank: 1717
Overall Rank
OBDC Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
OBDC Sortino Ratio Rank: 1515
Sortino Ratio Rank
OBDC Omega Ratio Rank: 1616
Omega Ratio Rank
OBDC Calmar Ratio Rank: 2020
Calmar Ratio Rank
OBDC Martin Ratio Rank: 2121
Martin Ratio Rank
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.

FSK vs. OBDC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FS KKR Capital Corp. (FSK) and Blue Owl Capital Corporation (OBDC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FSKOBDCDifference
Sharpe ratioReturn per unit of total volatility

-0.66

Sortino ratioReturn per unit of downside risk

-1.04

Omega ratioGain probability vs. loss probability

0.76

0.91

-0.15

Calmar ratioReturn relative to maximum drawdown

-0.78

-0.62

-0.16

Martin ratioReturn relative to average drawdown

-1.19

-1.02

-0.17

FSK vs. OBDC - Sharpe Ratio Comparison

The current FSK Sharpe Ratio is -1.30, which is lower than the OBDC Sharpe Ratio of -0.64. The chart below compares the historical Sharpe Ratios of FSK and OBDC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FSK vs. OBDC - Drawdown Comparison

The maximum FSK drawdown since its inception was -67.20%, which is greater than OBDC's maximum drawdown of -56.07%. Use the drawdown chart below to compare losses from any high point for FSK and OBDC.


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Drawdown Indicators


FSKOBDCDifference

Max Drawdown

Largest peak-to-trough decline

-67.20%

-56.07%

-11.13%

Max Drawdown (1Y)

Largest decline over 1 year

-51.01%

-23.90%

-27.11%

Max Drawdown (3Y)

Largest decline over 3 years

-51.03%

-23.90%

-27.13%

Max Drawdown (5Y)

Largest decline over 5 years

-51.03%

-28.26%

-22.77%

Max Drawdown (10Y)

Largest decline over 10 years

-67.20%

Current Drawdown

Current decline from peak

-45.81%

-21.44%

-24.37%

Average Drawdown

Average peak-to-trough decline

-13.59%

-10.70%

-2.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

33.62%

14.55%

+19.07%

Volatility

FSK vs. OBDC - Volatility Comparison

The current volatility for FS KKR Capital Corp. (FSK) is 5.97%, while Blue Owl Capital Corporation (OBDC) has a volatility of 6.75%. This indicates that FSK experiences smaller price fluctuations and is considered to be less risky than OBDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSKOBDCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.97%

6.75%

-0.78%

Volatility (6M)

Calculated over the trailing 6-month period

26.75%

18.90%

+7.85%

Volatility (1Y)

Calculated over the trailing 1-year period

30.89%

23.25%

+7.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.11%

20.72%

+3.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.95%

27.04%

+0.91%

Dividends

FSK vs. OBDC - Dividend Comparison

FSK's dividend yield for the trailing twelve months is around 22.48%, more than OBDC's 13.89% yield.


PositionTTM20252024202320222021202020192018201720162015
FSK
FS KKR Capital Corp.
22.48%18.91%13.35%14.77%15.20%11.80%15.46%12.40%16.41%11.68%8.65%9.91%
OBDC
Blue Owl Capital Corporation
13.89%12.55%11.38%10.77%11.17%8.76%12.32%3.80%0.00%0.00%0.00%0.00%

Financials

FSK vs. OBDC - Financials Comparison

This section allows you to compare key financial metrics between FS KKR Capital Corp. and Blue Owl Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B20222023202420252026
304.00M
342.53M
(FSK) Total Revenue
(OBDC) Total Revenue
Values in USD except per share items

FSK vs. OBDC - Profitability Comparison

The chart below illustrates the profitability comparison between FS KKR Capital Corp. and Blue Owl Capital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%2022202320242025202600
Portfolio components
FSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, FS KKR Capital Corp. reported a gross profit of 0.00 and revenue of 304.00M. Therefore, the gross margin over that period was 0.0%.

OBDC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Corporation reported a gross profit of 0.00 and revenue of 342.53M. Therefore, the gross margin over that period was 0.0%.

FSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, FS KKR Capital Corp. reported an operating income of -1.57M and revenue of 304.00M, resulting in an operating margin of -0.5%.

OBDC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Corporation reported an operating income of 0.00 and revenue of 342.53M, resulting in an operating margin of 0.0%.

FSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, FS KKR Capital Corp. reported a net income of 0.00 and revenue of 304.00M, resulting in a net margin of 0.0%.

OBDC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Corporation reported a net income of 159.17M and revenue of 342.53M, resulting in a net margin of 46.5%.


Frequently Asked Questions


FSK and OBDC have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OBDC has higher volatility (6.75%) compared to FSK (5.97%). In terms of maximum drawdown, FSK dropped -67.20% vs OBDC's -56.07%.

OBDC currently has the higher Sharpe Ratio (-0.64 vs -1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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