ESUM yields 0.90% · ORCC yields 9.79%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, ESUM + ORCC cover 0 of 12 months — good coverage
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An actively managed U.S. equity ETF investing across growth and value stocks in the total U.S. market. It applies ESG-aligned criteria—excluding companies in sectors like gambling, tobacco, adult entertainment, alcohol, weapons, and more—and integrates fundamental and quantitative analysis. It seeks to mirror the performance of the Bloomberg U.S. 3000 Total Return Index, emphasizing socially conscious and religious values-aligned businesses.
Full ESUM Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.