Overview Performance Dividends Metrics Financials ETFs Industry Correlations

13 Stock and 87 ETF Blue Owl Capital (OBDC) alternatives

The most close Blue Owl Capital (OBDC) alternative is ETF UPSX (TRADR 2X LONG UPST DAILY ETF). The correlation is 0.8467.

Stocks that highly correlated with OBDC

Symbol	Name	Market cap	Sector	Industry	Correlation
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.77
MSDL	Morgan Stanley Direct Lending Fund	$1.33B	Financial Services	Asset Management	0.76
GAIN	Gladstone Investment Corporation	$660M	Financial Services	Asset Management	0.75
GSBD	Goldman Sachs BDC Inc	$1.01B	Financial Services	Asset Management	0.75
CHYM	Chime Financial Inc - Class A	$8.43B	Technology	Software - Application	0.74
GLAD	Gladstone Capital Corp	$450M	Financial Services	Asset Management	0.73
ARCC	Ares Capital Corp	$14B	Financial Services	Asset Management	0.72
HTGC	Hercules Capital Inc	$3.02B	Financial Services	Asset Management	0.72
TSLX	Sixth Street Specialty Lending Inc	$1.66B	Financial Services	Asset Management	0.72
ARX	Accelerant Holdings - Class A	$2.82B	Financial Services	Insurance Brokers	0.71
FDUS	Fidus Investment Corp	$771M	Financial Services	Asset Management	0.71
CPZ	Calamos Long/Short Equity & Dynamic Income Trust	$255M	Financial Services	Asset Management	0.71
SLRC	SLR Investment Corp	$721M	Financial Services	Asset Management	0.71

ETFs that highly correlated with OBDC

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
UPSX	TRADR 2X LONG UPST DAILY ETF	$33M	N/A	Jun 9, 2025	0.85
HYIN	WISDOMTREE PRIVATE CREDIT AND ALTERNATIVE INCOME FUND	$51M	4.34%	May 4, 2021	0.80
BIZD	VANECK BDC INCOME ETF	$1.60B	9.69%	Feb 11, 2013	0.77
PEX	ProShares Global Listed Private Equity ETF	$11M	2.95%	Feb 26, 2013	0.77
BDCZ	BDCZ	$11M	0.85%	Oct 9, 2015	0.77
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.76
VPC	VIRTUS PRIVATE CREDIT STRATEGY ETF	$31M	10.60%	Feb 7, 2019	0.76
PSP	INVESCO GLOBAL LISTED PRIVATE EQUITY ETF	$217M	1.80%	Oct 24, 2006	0.75
PBDC	Putnam BDC Income ETF	$281M	13.49%	Sep 29, 2022	0.75
BFEB	Innovator U.S. Equity Buffer ETF - February	$253M	0.79%	Jan 31, 2020	0.75
MMAX	ISHARES LARGE CAP MAX BUFFER MAR ETF	$74M	0.50%	Mar 31, 2025	0.75
PFEB	Innovator U.S. Equity Power Buffer ETF - February	$919M	0.79%	Jan 31, 2020	0.74
IVE	ISHARES S&P 500 VALUE ETF	$48B	0.18%	May 22, 2000	0.74
LBO	WHITEWOLF PUBLICLY LISTED PRIVATE EQUITY ETF	$6.70M	6.53%	Nov 30, 2023	0.74
SPYV	STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF	$35B	0.04%	Sep 25, 2000	0.74
VOOV	VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES	$6.70B	0.07%	Sep 7, 2010	0.74
IUSV	ISHARES CORE S&P U.S. VALUE ETF	$27B	0.04%	Jul 24, 2000	0.74
USA	Liberty All-Star Equity Fund	$2B	N/A	N/A	0.74
CPRA	Calamos ETF Trust Russell 2000 Structured Alt Protection ETF April	$13M	0.69%	Mar 31, 2025	0.73
SURE	ADVISORSHARES INSIDER ADVANTAGE ETF	$57M	0.90%	Oct 4, 2011	0.73
DKNX	DEFIANCE DAILY TARGET 2X LONG DKNG ETF	$5.40M	N/A	Jul 30, 2025	0.73
IYG	ISHARES U.S. FINANCIAL SERVICES ETF	$2B	0.38%	Jun 12, 2000	0.73
FRA	Blackrock Floating Rate Income Strategies Fund Inc	$403M	N/A	N/A	0.73
UYG	PROSHARES ULTRA FINANCIALS	$743M	N/A	Jan 30, 2007	0.73
XLF	STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF	$51B	0.08%	Dec 16, 1998	0.73
ZAPR	Innovator Equity Defined Protection ETF 1 Yr April	$65M	0.79%	Mar 31, 2025	0.73
CAPE	DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF	$238M	0.65%	Mar 31, 2022	0.73
GABF	GABELLI FINANCIAL SERVICES OPPORTUNITIES ETF	$50M	1.24%	May 9, 2022	0.73
DHY	Credit Suisse High Yield Bond Fund	$211M	N/A	N/A	0.73
IYF	ISHARES U.S. FINANCIALS ETF	$3.90B	0.38%	May 22, 2000	0.73
FLBL	FRANKLIN SENIOR LOAN ETF	$847M	0.45%	May 30, 2018	0.73
PNOV	Innovator U.S. Equity Power Buffer ETF - November	$905M	0.79%	Oct 31, 2019	0.72
LONZ	PIMCO Senior Loan Active ExchangeTraded Fund	$574M	0.63%	Jun 8, 2022	0.72
PMAP	PGIM S&P 500 MAX BUFFER ETF - APRIL	$4.90M	0.50%	Mar 31, 2025	0.72
PCFI	Polen Floating Rate Income ETF	$7.90M	0.49%	Jun 30, 2022	0.72
EQWL	INVESCO S&P 100 EQUAL WEIGHT ETF	$2.70B	0.25%	Dec 1, 2006	0.72
FFEB	FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY	$1.40B	0.85%	Feb 21, 2020	0.72
VFH	VANGUARD FINANCIALS INDEX FUND ETF SHARES	$14B	0.09%	Jan 26, 2004	0.72
FNCL	FIDELITY MSCI FINANCIALS INDEX ETF	$2.20B	0.08%	Oct 21, 2013	0.72
ILCV	ISHARES MORNINGSTAR VALUE ETF	$1.30B	0.04%	Jun 28, 2004	0.72
EFT	Eaton Vance Floating-Rate Income Trust	$318M	N/A	N/A	0.72
PDEC	Innovator U.S. Equity Power Buffer ETF - December	$984M	0.79%	Nov 29, 2019	0.72
BGT	BlackRock Floating Rate Income Trust	$333M	N/A	N/A	0.72
EFR	Eaton Vance Senior Floating-Rate Trust	$349M	N/A	N/A	0.72
RWL	INVESCO S&P 500 REVENUE ETF	$9.20B	0.39%	Feb 19, 2008	0.72
REVS	COLUMBIA RESEARCH ENHANCED VALUE ETF	$310M	0.19%	Sep 25, 2019	0.72
RAFE	PIMCO RAFI ESG U.S. ETF	$161M	0.29%	Dec 18, 2019	0.72
VLU	STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF	$726M	0.12%	Oct 24, 2012	0.71
FVAL	FIDELITY VALUE FACTOR ETF	$1.30B	0.15%	Sep 12, 2016	0.71
FDVV	FIDELITY HIGH DIVIDEND ETF	$9.70B	0.15%	Sep 12, 2016	0.71
FNOV	FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	$1.20B	0.85%	Nov 15, 2019	0.71
EDOW	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	$307M	0.50%	Aug 8, 2017	0.71
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	$2.50B	N/A	N/A	0.71
PJAN	Innovator U.S. Equity Power Buffer ETF - January	$1.50B	0.79%	Dec 31, 2018	0.71
IXG	ISHARES GLOBAL FINANCIALS ETF	$586M	0.41%	Nov 12, 2001	0.71
FNDB	SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF	$1.40B	0.25%	Aug 15, 2013	0.71
FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF	$26B	0.25%	Aug 15, 2013	0.71
MOAT	VANECK MORNINGSTAR WIDE MOAT ETF	$12B	0.46%	Apr 24, 2012	0.71
DUSA	DAVIS SELECT U.S. EQUITY ETF	$1.20B	0.59%	Jan 11, 2017	0.71
FTHI	FIRST TRUST BUYWRITE INCOME ETF	$2.40B	0.75%	Jan 6, 2014	0.71
SPXT	PROSHARES S&P 500 EX-TECHNOLOGY ETF	$273M	0.09%	Sep 22, 2015	0.71
EQL	ALPS EQUAL SECTOR WEIGHT ETF	$733M	0.19%	Jul 6, 2009	0.71
PSEP	Innovator U.S. Equity Power Buffer ETF - September	$850M	0.79%	Aug 30, 2019	0.71
BDJ	BlackRock Enhanced Equity Dividend Trust	$1.80B	N/A	N/A	0.71
DFNL	DAVIS SELECT FINANCIAL ETF	$455M	0.61%	Jan 11, 2017	0.71
CPSP	Calamos S&P 500 Structured Alt Protection ETF April	$20M	0.69%	Mar 31, 2025	0.71
SRLN	STATE STREET(R) BLACKSTONE SENIOR LOAN ETF	$5.20B	0.70%	Apr 3, 2013	0.71
CET	Central Securities Corp	$1.90B	N/A	N/A	0.71
PRF	INVESCO FTSE RAFI US 1000 ETF	$9.70B	0.34%	Dec 19, 2005	0.71
OAKM	OAKMARK U.S. LARGE CAP ETF	$1B	0.59%	Dec 3, 2024	0.71
IWD	ISHARES RUSSELL 1000 VALUE ETF	$80B	0.18%	May 22, 2000	0.71
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES	$22B	0.06%	Sep 20, 2010	0.71
BDEC	Innovator U.S. Equity Buffer ETF - December	$219M	0.79%	Nov 29, 2019	0.71
RDVY	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	$25B	0.47%	Jan 6, 2014	0.71
WTV	WISDOMTREE U.S. VALUE FUND	$2.90B	0.12%	Feb 23, 2007	0.71
EUSA	ISHARES MSCI USA EQUAL WEIGHTED ETF	$1.70B	0.09%	May 5, 2010	0.71
BJUN	Innovator U.S. Equity Buffer ETF - June	$298M	0.79%	May 31, 2019	0.71
BJUL	Innovator U.S. Equity Buffer ETF - July	$273M	0.79%	Aug 28, 2018	0.71
AWAY	Amplify Travel Tech ETF	$25M	0.75%	Feb 12, 2020	0.70
CVY	INVESCO ZACKS MULTI-ASSET INCOME ETF	$121M	1.21%	Sep 21, 2006	0.70
RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	$94B	0.20%	Apr 24, 2003	0.70
BOE	BlackRock Enhanced Global Dividend Trust	$728M	N/A	N/A	0.70
FCT	First Trust Senior Floting Rate Income Fund II	$253M	N/A	N/A	0.70
CVNY	YIELDMAX(R) CVNA OPTION INCOME STRATEGY ETF	$23M	1.09%	Jan 29, 2025	0.70
IWX	ISHARES RUSSELL TOP 200 VALUE ETF	$3.60B	0.20%	Sep 22, 2009	0.70
OPPE	WISDOMTREE EUROPEAN OPPORTUNITIES FUND	$270M	0.58%	Mar 4, 2015	0.70
SIZE	ISHARES MSCI USA SIZE FACTOR ETF	$428M	0.15%	Apr 16, 2013	0.70