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OCSL vs SPY

Comparison between Oaktree Specialty Lending Corp (OCSL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OCSL, delivering a return of +13.3% compared to +0.8%

OCSL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OCSL
$1.05B
Winner
SPY
$735B
Expense Ratio
OCSL
N/A
SPY
0.09%
Max Drawdown
OCSL
83.08%
Winner
SPY
56.47%
Sharpe Ratio
OCSL
-0.24
Winner
SPY
1.62
5Y Beta
Winner
OCSL
0.63
SPY
1.00
Industry
OCSL
Asset Management
SPY
N/A
P/E Ratio
Winner
OCSL
21.06
SPY
28.99
Forward P/E
Winner
OCSL
9.43
SPY
22.37
PEG Ratio
OCSL
0.07
SPY
N/A
Dividend Yield
OCSL
13.10%
SPY
N/A
5Y Dividends CAGR
Winner
OCSL
10.13%
SPY
5.43%
5Y EPS CAGR
OCSL
N/A
SPY
26.05%
Debt to Equity
OCSL
107.21%
Winner
SPY
32.40%
Free Cash Flow Yield
OCSL
6.66%
SPY
N/A
P/S Ratio
Winner
OCSL
3.51
SPY
3.74
P/B Ratio
Winner
OCSL
0.75
SPY
5.61

OCSL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OCSL
-1.97%
Winner
SPY
+1.90%
3M
OCSL
+7.87%
Winner
SPY
+8.55%
6M
OCSL
-6.62%
Winner
SPY
+8.18%
1Y
OCSL
-4.01%
Winner
SPY
+25.79%
5Y(CAGR)
OCSL
+0.84%
Winner
SPY
+13.32%
10Y(CAGR)
OCSL
+7.90%
Winner
SPY
+15.19%
Max(CAGR)
OCSL
+4.35%
Winner
SPY
+8.47%

OCSL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOCSLSPY
2026-2.81%+8.26%
2025-6.12%+18.00%
2024-15.06%+25.59%
2023+9.45%+26.72%
2022+2.78%-18.64%
2021+44.21%+30.52%
2020+10.76%+17.28%
2019+35.10%+31.09%
2018-8.00%-5.24%
2017-3.11%+20.78%
2016-4.15%+13.59%
2015-12.54%+1.31%
2014-3.03%+14.56%
2013-4.19%+29.00%
2012+19.05%+14.17%
2011-12.65%+0.85%
2010+20.91%+13.14%
2009+55.20%+22.67%
2008-30.03%-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OCSL vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current OCSL drawdown is -26.58%. The current SPY drawdown is -2.90%.

RankOCSLSPY
#1-59.39%
Jul 10, 2014 - Nov 25, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-53.81%
Jun 17, 2008 - Jun 26, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.63%
Feb 18, 2011 - Apr 10, 2013		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.08%
Jan 26, 2024 - Mar 13, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.65%
May 13, 2010 - Jan 26, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.54%
Jan 12, 2022 - Dec 29, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.95%
Sep 21, 2009 - Dec 29, 2009		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.28%
Jan 12, 2023 - Jul 24, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.25%
Jul 25, 2013 - Jul 7, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.01%
Jun 26, 2009 - Aug 21, 2009		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.90%
Jan 19, 2010 - Mar 8, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.76%
Aug 21, 2009 - Sep 16, 2009		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.65%
Apr 23, 2010 - May 12, 2010		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.03%
May 8, 2013 - Jul 15, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.17%
Sep 18, 2023 - Dec 8, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OCSL and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

OCSL vs SPY dividend yield comparison.

YearOCSLSPY
20263.36%0.24%
202513.27%1.07%
202414.40%1.21%
202311.12%1.40%
202211.86%1.65%
20217.37%1.20%
20207.27%1.52%
20196.96%1.75%
20188.75%2.04%
20178.38%1.80%
201613.41%2.03%
201510.84%2.06%
201412.90%1.87%
201311.93%1.81%
201211.03%2.18%
201112.25%2.05%
20109.44%1.80%
20097.17%1.95%
200813.38%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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