BTX vs OCSL

Comparison between BlackRock Innovation and Growth Term Trust (BTX, Company) and Oaktree Specialty Lending Corp (OCSL, Company).

Both BTX and OCSL are from the Financial Services sector.

5-Year PerformanceOCSL has outperformed BTX, delivering a return of +1.5% compared to -6.3%

BTX vs OCSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTX(COMPANY)	OCSL(COMPANY)
Market Cap	$1.06B	$1.05B
Max Drawdown	76.03%	83.08%
Sharpe Ratio	1.08	-0.27
5Y Beta	1.26	0.62
Industry	Asset Management	Asset Management
P/E Ratio	29.19	21.15
Forward P/E	N/A	9.47
PEG Ratio	0.00	0.07
Dividend Yield	N/A	13.50%
5Y Dividends CAGR	47.97%	7.04%
Debt to Equity	0.00%	107.21%
Free Cash Flow Yield	-1.64%	6.63%
P/S Ratio	91.78	3.52
P/B Ratio	1.15	0.76

Market Cap

Winner

BTX

$1.06B

OCSL

$1.05B

Max Drawdown

Winner

BTX

76.03%

OCSL

83.08%

Sharpe Ratio

Winner

BTX

1.08

OCSL

-0.27

5Y Beta

BTX

1.26

Winner

OCSL

0.62

Industry

BTX

Asset Management

OCSL

Asset Management

P/E Ratio

BTX

29.19

Winner

OCSL

21.15

Forward P/E

BTX

N/A

OCSL

9.47

PEG Ratio

Winner

BTX

0.00

OCSL

0.07

Dividend Yield

BTX

N/A

OCSL

13.50%

5Y Dividends CAGR

Winner

BTX

47.97%

OCSL

7.04%

Debt to Equity

Winner

BTX

0.00%

OCSL

107.21%

Free Cash Flow Yield

BTX

-1.64%

Winner

OCSL

6.63%

P/S Ratio

BTX

91.78

Winner

OCSL

3.52

P/B Ratio

BTX

1.15

Winner

OCSL

0.76

BTX vs OCSL - Historical Returns

Returns include dividend reinvestment.

Period	BTX	OCSL
1 month	-8.77%	+3.58%
3 months	+16.51%	+0.74%
6 months	+29.63%	+0.75%
1 year	+33.11%	-4.89%
5 years(CAGR)	-6.27%	+1.54%
10 years(CAGR)	N/A	+7.66%
Max(CAGR)	-5.85%	+4.60%

BTX

-8.77%

Winner

OCSL

+3.58%

Winner

BTX

+16.51%

OCSL

+0.74%

Winner

BTX

+29.63%

OCSL

+0.75%

Winner

BTX

+33.11%

OCSL

-4.89%

5Y(CAGR)

BTX

-6.27%

Winner

OCSL

+1.54%

10Y(CAGR)

BTX

N/A

OCSL

+7.66%

Max(CAGR)

BTX

-5.85%

Winner

OCSL

+4.60%

BTX vs OCSL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BTX	OCSL
2026	+33.12%	+1.93%
2025	+0.51%	-6.12%
2024	+15.41%	-15.06%
2023	+18.15%	+9.45%
2022	-49.26%	+2.78%
2021	-24.44%	+44.21%
2020	N/A	+10.76%
2019	N/A	+35.10%
2018	N/A	-8.00%
2017	N/A	-3.11%
2016	N/A	-4.15%
2015	N/A	-12.54%
2014	N/A	-3.03%
2013	N/A	-4.19%
2012	N/A	+19.05%
2011	N/A	-12.65%
2010	N/A	+20.91%
2009	N/A	+55.20%
2008	N/A	-30.03%

BTX vs OCSL Drawdown Comparison

The maximum drawdown for BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for OCSL was -59.39%, occurring on Mar 23, 2020. Recovery took 1608 trading sessions.

The current BTX drawdown is -36.70%. The current OCSL drawdown is -22.99%.

Rank	BTX	OCSL
#1	-67.27% Apr 16, 2021 - Dec 28, 2022	-59.39% Jul 10, 2014 - Nov 25, 2020
#2	-0.27% Apr 9, 2021 - Apr 13, 2021	-53.81% Jun 17, 2008 - Jun 26, 2009
#3	N/A	-35.63% Feb 18, 2011 - Apr 10, 2013
#4	N/A	-34.08% Jan 26, 2024 - Mar 13, 2026
#5	N/A	-24.65% May 13, 2010 - Jan 26, 2011
#6	N/A	-17.54% Jan 12, 2022 - Dec 29, 2022
#7	N/A	-14.95% Sep 21, 2009 - Dec 29, 2009
#8	N/A	-14.28% Jan 12, 2023 - Jul 24, 2023
#9	N/A	-14.25% Jul 25, 2013 - Jul 7, 2014
#10	N/A	-14.01% Jun 26, 2009 - Aug 21, 2009
#11	N/A	-10.90% Jan 19, 2010 - Mar 8, 2010
#12	N/A	-10.76% Aug 21, 2009 - Sep 16, 2009
#13	N/A	-9.65% Apr 23, 2010 - May 12, 2010
#14	N/A	-9.03% May 8, 2013 - Jul 15, 2013
#15	N/A	-8.17% Sep 18, 2023 - Dec 8, 2023

Correlation

Correlation between BTX and OCSL is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101

Dividend Comparison (2008 - 2026)

BTX vs OCSL dividend yield comparison.

Year	BTX	OCSL
2026	3.69%	6.09%
2025	13.68%	13.27%
2024	11.21%	14.40%
2023	10.45%	11.12%
2022	14.54%	11.86%
2021	4.81%	7.37%
2020	0.00%	7.27%
2019	0.00%	6.96%
2018	0.00%	8.75%
2017	0.00%	8.38%
2016	0.00%	13.41%
2015	0.00%	10.84%
2014	0.00%	12.90%
2013	0.00%	11.93%
2012	0.00%	11.03%
2011	0.00%	12.25%
2010	0.00%	9.44%
2009	0.00%	7.17%
2008	0.00%	13.38%