OTF vs. OWL
OTF (Blue Owl Technology Finance Corp) and OWL (Blue Owl Capital Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past year, OTF returned -24.06% vs -50.51% for OWL. At a 0.43 correlation, their price movements are largely independent.
Performance
OTF vs. OWL - Performance Comparison
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Returns By Period
In the year-to-date period, OTF achieves a -22.83% return, which is significantly higher than OWL's -36.84% return.
OTF
- 1D
- -1.88%
- 1M
- -0.33%
- 6M
- -20.98%
- YTD
- -22.83%
- 1Y
- -24.06%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OWL
- 1D
- 4.63%
- 1M
- -6.71%
- 6M
- -38.37%
- YTD
- -36.84%
- 1Y
- -50.51%
- 3Y*
- -3.31%
- 5Y*
- -2.39%
- 10Y*
- —
OTF vs. OWL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OTF Blue Owl Technology Finance Corp | -22.83% | -8.23% |
OWL Blue Owl Capital Inc. | -36.84% | -20.01% |
Correlation
The correlation between OTF and OWL is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2025 | 0.43 |
Fundamentals
OTF:
$4.84B
OWL:
$14.13B
OTF:
$2.10
OWL:
$0.13
OTF:
4.99
OWL:
70.00
OTF:
0.01
OWL:
0.25
OTF:
3.28
OWL:
2.07
OTF:
0.64
OWL:
2.93
OTF:
$1.24B
OWL:
$2.94B
OTF:
$661.92M
OWL:
$1.99B
OTF:
$802.86M
OWL:
$876.72M
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Return for Risk
OTF vs. OWL — Risk / Return Rank
OTF
OWL
OTF vs. OWL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Owl Technology Finance Corp (OTF) and Blue Owl Capital Inc. (OWL). 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 | OWL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 0.80 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.82 | -0.86 | +0.04 |
| Martin ratioReturn relative to average drawdown | -1.57 | -1.41 | -0.16 |
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Drawdowns
OTF vs. OWL - Drawdown Comparison
The maximum OTF drawdown since its inception was -33.06%, smaller than the maximum OWL drawdown of -67.10%. Use the drawdown chart below to compare losses from any high point for OTF and OWL.
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Drawdown Indicators
| OTF | OWL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.06% | -67.10% | +34.04% |
Max Drawdown (1Y)Largest decline over 1 year | -28.77% | -58.59% | +29.82% |
Max Drawdown (3Y)Largest decline over 3 years | — | -67.10% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -67.10% | — |
Current DrawdownCurrent decline from peak | -29.18% | -63.01% | +33.83% |
Average DrawdownAverage peak-to-trough decline | -17.33% | -24.50% | +7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.87% | 35.55% | -20.68% |
Volatility
OTF vs. OWL - Volatility Comparison
The current volatility for Blue Owl Technology Finance Corp (OTF) is 9.77%, while Blue Owl Capital Inc. (OWL) has a volatility of 13.58%. This indicates that OTF experiences smaller price fluctuations and is considered to be less risky than OWL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTF | OWL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.77% | 13.58% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 26.98% | 35.30% | -8.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.18% | 44.74% | -12.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.94% | 42.10% | -10.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.94% | 42.78% | -10.84% |
Dividends
OTF vs. OWL - Dividend Comparison
OTF's dividend yield for the trailing twelve months is around 15.30%, more than OWL's 10.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
OTF Blue Owl Technology Finance Corp | 15.30% | 7.91% | 0.00% | 0.00% | 0.00% | 0.00% |
OWL Blue Owl Capital Inc. | 10.01% | 5.72% | 2.92% | 3.69% | 4.06% | 0.87% |
Financials
OTF vs. OWL - Financials Comparison
This section allows you to compare key financial metrics between Blue Owl Technology Finance Corp and Blue Owl Capital Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OTF vs. OWL - Profitability Comparison
OTF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Blue Owl Technology Finance Corp reported a gross profit of 0.00 and revenue of 310.42M. Therefore, the gross margin over that period was 0.0%.
OWL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Blue Owl Capital Inc. reported a gross profit of 753.81M and revenue of 753.81M. Therefore, the gross margin over that period was 100.0%.
OTF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Blue Owl Technology Finance Corp reported an operating income of 0.00 and revenue of 310.42M, resulting in an operating margin of 0.0%.
OWL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Blue Owl Capital Inc. reported an operating income of 109.49M and revenue of 753.81M, resulting in an operating margin of 14.5%.
OTF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Blue Owl Technology Finance Corp reported a net income of 171.31M and revenue of 310.42M, resulting in a net margin of 55.2%.
OWL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Blue Owl Capital Inc. reported a net income of 15.54M and revenue of 753.81M, resulting in a net margin of 2.1%.
Frequently Asked Questions
OTF and OWL have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OWL has higher volatility (13.58%) compared to OTF (9.77%). In terms of maximum drawdown, OTF dropped -33.06% vs OWL's -67.10%.
OTF currently has the higher Sharpe Ratio (-0.73 vs -1.12), 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.
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