ORCC vs. SPYD
Compare and contrast key facts about Owl Rock Capital Corporation (ORCC) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ORCC or SPYD.
Key characteristics
| ORCC | SPYD |
|---|
Correlation
The correlation between ORCC and SPYD is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ORCC vs. SPYD - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ORCC vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Owl Rock Capital Corporation (ORCC) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
Dividends
ORCC vs. SPYD - Dividend Comparison
ORCC has not paid dividends to shareholders, while SPYD's dividend yield for the trailing twelve months is around 4.56%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
ORCC Owl Rock Capital Corporation | 5.85% | 8.56% | 11.01% | 8.63% | 2.53% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.56% | 4.66% | 5.01% | 3.68% | 4.95% | 4.43% | 4.75% | 4.63% | 4.34% | 1.13% |
Drawdowns
ORCC vs. SPYD - Drawdown Comparison
Volatility
ORCC vs. SPYD - Volatility Comparison
The current volatility for Owl Rock Capital Corporation (ORCC) is 0.00%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 4.60%. This indicates that ORCC experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.