ARCC vs. HTGC
Compare and contrast key facts about Ares Capital Corporation (ARCC) and Hercules Capital, Inc. (HTGC).
Performance
ARCC vs. HTGC - Performance Comparison
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ARCC vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | -8.49% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
HTGC Hercules Capital, Inc. | -18.99% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -6.86% | 1.86% |
Fundamentals
ARCC:
$12.60B
HTGC:
$2.79B
ARCC:
$1.64
HTGC:
$0.00
ARCC:
6.71
HTGC:
6.25
ARCC:
0.88
HTGC:
1.26
ARCC:
$1.88B
HTGC:
$451.96M
ARCC:
$1.18B
HTGC:
$388.62M
ARCC:
$1.08B
HTGC:
$245.95M
Returns By Period
In the year-to-date period, ARCC achieves a -8.49% return, which is significantly higher than HTGC's -18.99% return. Over the past 10 years, ARCC has underperformed HTGC with an annualized return of 11.92%, while HTGC has yielded a comparatively higher 12.98% annualized return.
ARCC
- 1D
- 1.58%
- 1M
- -0.58%
- YTD
- -8.49%
- 6M
- -7.16%
- 1Y
- -10.69%
- 3Y*
- 9.35%
- 5Y*
- 8.75%
- 10Y*
- 11.92%
HTGC
- 1D
- 4.01%
- 1M
- 3.94%
- YTD
- -18.99%
- 6M
- -17.22%
- 1Y
- -14.23%
- 3Y*
- 16.72%
- 5Y*
- 9.21%
- 10Y*
- 12.98%
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Return for Risk
ARCC vs. HTGC — Risk / Return Rank
ARCC
HTGC
ARCC vs. HTGC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and Hercules Capital, Inc. (HTGC). 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.
| ARCC | HTGC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.46 | -0.56 | +0.10 |
Sortino ratioReturn per unit of downside risk | -0.51 | -0.62 | +0.11 |
Omega ratioGain probability vs. loss probability | 0.93 | 0.92 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.54 | -0.58 | +0.04 |
Martin ratioReturn relative to average drawdown | -1.12 | -1.54 | +0.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARCC | HTGC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.46 | -0.56 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.36 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.47 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.35 | +0.02 |
Correlation
The correlation between ARCC and HTGC is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARCC vs. HTGC - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 10.65%, less than HTGC's 12.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 10.65% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
HTGC Hercules Capital, Inc. | 12.73% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
Drawdowns
ARCC vs. HTGC - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.36%, which is greater than HTGC's maximum drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for ARCC and HTGC.
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Drawdown Indicators
| ARCC | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.36% | -68.21% | -11.15% |
Max Drawdown (1Y)Largest decline over 1 year | -19.35% | -24.74% | +5.39% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -36.11% | +14.35% |
Max Drawdown (10Y)Largest decline over 10 years | -56.77% | -57.54% | +0.77% |
Current DrawdownCurrent decline from peak | -16.71% | -23.41% | +6.70% |
Average DrawdownAverage peak-to-trough decline | -9.07% | -10.79% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.33% | 9.38% | -0.05% |
Volatility
ARCC vs. HTGC - Volatility Comparison
The current volatility for Ares Capital Corporation (ARCC) is 6.61%, while Hercules Capital, Inc. (HTGC) has a volatility of 8.67%. This indicates that ARCC experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARCC | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 8.67% | -2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 15.16% | 19.68% | -4.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.48% | 25.56% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 25.66% | -5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.53% | 27.76% | -2.23% |
Financials
ARCC vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Ares Capital Corporation and Hercules 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