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BIZD vs. HTGC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BIZD and HTGC is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

BIZD vs. HTGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Vectors BDC Income ETF (BIZD) and Hercules Capital, Inc. (HTGC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BIZD:

9.79%

HTGC:

26.12%

Max Drawdown

BIZD:

-0.33%

HTGC:

-68.29%

Current Drawdown

BIZD:

0.00%

HTGC:

-19.02%

Returns By Period


BIZD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HTGC

YTD

-11.32%

1M

3.86%

6M

-7.56%

1Y

-4.70%

5Y*

21.97%

10Y*

14.18%

*Annualized

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Risk-Adjusted Performance

BIZD vs. HTGC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIZD
The Risk-Adjusted Performance Rank of BIZD is 2222
Overall Rank
The Sharpe Ratio Rank of BIZD is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of BIZD is 2222
Sortino Ratio Rank
The Omega Ratio Rank of BIZD is 2323
Omega Ratio Rank
The Calmar Ratio Rank of BIZD is 2323
Calmar Ratio Rank
The Martin Ratio Rank of BIZD is 2323
Martin Ratio Rank

HTGC
The Risk-Adjusted Performance Rank of HTGC is 3838
Overall Rank
The Sharpe Ratio Rank of HTGC is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of HTGC is 3737
Sortino Ratio Rank
The Omega Ratio Rank of HTGC is 3737
Omega Ratio Rank
The Calmar Ratio Rank of HTGC is 3737
Calmar Ratio Rank
The Martin Ratio Rank of HTGC is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIZD vs. HTGC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors BDC Income ETF (BIZD) 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.



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Dividends

BIZD vs. HTGC - Dividend Comparison

BIZD's dividend yield for the trailing twelve months is around 11.68%, more than HTGC's 9.15% yield.


TTM20242023202220212020201920182017201620152014
BIZD
VanEck Vectors BDC Income ETF
11.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HTGC
Hercules Capital, Inc.
9.15%7.96%11.40%14.90%9.34%9.57%9.49%11.40%9.45%8.79%10.17%8.33%

Drawdowns

BIZD vs. HTGC - Drawdown Comparison

The maximum BIZD drawdown since its inception was -0.33%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for BIZD and HTGC. For additional features, visit the drawdowns tool.


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Volatility

BIZD vs. HTGC - Volatility Comparison


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