OTF vs. AOD

Last updated Jul 21, 2026

OTF (Blue Owl Technology Finance Corp) and AOD (Abrdn Total Dynamic Dividend Fund) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past year, OTF returned -26.31% vs 32.63% for AOD. At a 0.21 correlation, their price movements are largely independent.

Performance

OTF vs. AOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blue Owl Technology Finance Corp (OTF) and Abrdn Total Dynamic Dividend Fund (AOD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OTF achieves a -25.11% return, which is significantly lower than AOD's 14.47% return.

OTF

• 1D: 0.50%
• 1M: -1.10%
• 6M: -23.05%
• YTD: -25.11%
• 1Y: -26.31%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: -28.82%

AOD

• 1D: 0.38%
• 1M: 1.94%
• 6M: 12.51%
• YTD: 14.47%
• 1Y: 32.63%
• 3Y*: 20.65%
• 5Y*: 10.91%
• 10Y*: 13.17%
• ALL TIME*: 4.19%

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

OTF vs. AOD - Yearly Performance Comparison

	2026 (YTD)	2025
OTF Blue Owl Technology Finance Corp	-25.11%	-8.23%
AOD Abrdn Total Dynamic Dividend Fund	14.47%	20.73%

Correlation

The correlation between OTF and AOD is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.20
Correlation (All Time) Calculated using the full available price history since Jun 12, 2025	0.21

Fundamentals

Market Cap OTF : $4.70B AOD : $1.11B
EPS OTF : $2.10 AOD : $3.44
PE Ratio OTF : 4.84 AOD : 3.05
PEG Ratio OTF : 0.01 AOD : 0.04
PS Ratio OTF : 3.19 AOD : 4.39
PB Ratio OTF : 0.62 AOD : 1.00
Total Revenue (TTM) OTF : $1.24B AOD : $252.26M
Gross Profit (TTM) OTF : $661.92M AOD : $242.14M
EBITDA (TTM) OTF : $802.86M AOD : $284.87M

Return for Risk

OTF vs. AOD — Risk / Return Rank

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

OTF

OTF Risk / Return Rank: 9
OTF Sharpe Ratio Rank: 10
OTF Sortino Ratio Rank: 12
OTF Omega Ratio Rank: 14
OTF Calmar Ratio Rank: 5
OTF Martin Ratio Rank: 3

AOD

AOD Risk / Return Rank: 88
AOD Sharpe Ratio Rank: 92
AOD Sortino Ratio Rank: 90
AOD Omega Ratio Rank: 91
AOD Calmar Ratio Rank: 79
AOD Martin Ratio Rank: 88

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.

OTF vs. AOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blue Owl Technology Finance Corp (OTF) and Abrdn Total Dynamic Dividend Fund (AOD). 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.

	OTF	AOD	Difference
Sharpe ratio: Return per unit of total volatility	-0.82	2.04	-2.86
Sortino ratio: Return per unit of downside risk	-1.07	2.78	-3.84
Omega ratio: Gain probability vs. loss probability	0.88	1.38	-0.50
Calmar ratio: Return relative to maximum drawdown	-0.94	1.96	-2.90
Martin ratio: Return relative to average drawdown	-1.75	8.39	-10.14

OTF vs. AOD - Sharpe Ratio Comparison

The current OTF Sharpe Ratio is -0.82, which is lower than the AOD Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of OTF and AOD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

OTF vs. AOD - Drawdown Comparison

The maximum OTF drawdown since its inception was -33.06%, smaller than the maximum AOD drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for OTF and AOD.

Drawdown Indicators

	OTF	AOD	Difference
Max Drawdown Largest peak-to-trough decline	-33.06%	-72.26%	+39.20%
Max Drawdown (1Y) Largest decline over 1 year	-27.99%	-16.71%	-11.28%
Max Drawdown (3Y) Largest decline over 3 years	—	-16.71%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.92%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.68%	—
Current Drawdown Current decline from peak	-31.28%	-0.94%	-30.34%
Average Drawdown Average peak-to-trough decline	-17.86%	-27.13%	+9.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.31%	3.90%	+11.41%

Volatility

OTF vs. AOD - Volatility Comparison

Blue Owl Technology Finance Corp (OTF) has a higher volatility of 6.99% compared to Abrdn Total Dynamic Dividend Fund (AOD) at 3.85%. This indicates that OTF's price experiences larger fluctuations and is considered to be riskier than AOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OTF	AOD	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.99%	3.85%	+3.14%
Volatility (6M) Calculated over the trailing 6-month period	26.27%	13.67%	+12.60%
Volatility (1Y) Calculated over the trailing 1-year period	32.37%	16.08%	+16.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.50%	16.78%	+14.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.50%	18.51%	+12.99%

Dividends

OTF vs. AOD - Dividend Comparison

OTF's dividend yield for the trailing twelve months is around 15.76%, more than AOD's 11.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AOD Abrdn Total Dynamic Dividend Fund	11.62%	12.00%	10.73%	8.56%	8.85%	6.75%	7.80%	7.71%	9.57%	7.29%	9.10%	8.93%
OTF Blue Owl Technology Finance Corp	15.76%	7.91%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both OTF and AOD in my portfolio?

OTF and AOD have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OTF or AOD?

OTF has higher volatility (6.99%) compared to AOD (3.85%). In terms of maximum drawdown, OTF dropped -33.06% vs AOD's -72.26%.

Which has better risk-adjusted returns?

AOD currently has the higher Sharpe Ratio (2.04 vs -0.82), 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.