ESG vs. HTGC
Compare and contrast key facts about FlexShares STOXX US ESG Select Index Fund (ESG) and Hercules Capital, Inc. (HTGC).
ESG is a passively managed fund by Northern Trust that tracks the performance of the STOXX USA ESG Select KPIs Index. It was launched on Jul 13, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESG or HTGC.
Correlation
The correlation between ESG and HTGC is 0.43, 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.
Performance
ESG vs. HTGC - Performance Comparison
Key characteristics
ESG:
1.84
HTGC:
1.24
ESG:
2.47
HTGC:
1.57
ESG:
1.33
HTGC:
1.26
ESG:
2.57
HTGC:
1.50
ESG:
10.89
HTGC:
4.56
ESG:
2.00%
HTGC:
5.99%
ESG:
11.87%
HTGC:
21.97%
ESG:
-32.53%
HTGC:
-68.29%
ESG:
-3.11%
HTGC:
-9.51%
Returns By Period
In the year-to-date period, ESG achieves a 21.02% return, which is significantly lower than HTGC's 22.66% return.
ESG
21.02%
0.86%
9.15%
21.02%
14.14%
N/A
HTGC
22.66%
-0.37%
0.20%
26.07%
17.90%
13.54%
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Risk-Adjusted Performance
ESG vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares STOXX US ESG Select Index Fund (ESG) 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.
Dividends
ESG vs. HTGC - Dividend Comparison
ESG's dividend yield for the trailing twelve months is around 0.80%, less than HTGC's 8.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESG FlexShares STOXX US ESG Select Index Fund | 0.80% | 1.10% | 1.38% | 1.03% | 1.33% | 1.51% | 1.73% | 1.93% | 0.92% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 8.51% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
ESG vs. HTGC - Drawdown Comparison
The maximum ESG drawdown since its inception was -32.53%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for ESG and HTGC. For additional features, visit the drawdowns tool.
Volatility
ESG vs. HTGC - Volatility Comparison
The current volatility for FlexShares STOXX US ESG Select Index Fund (ESG) is 3.61%, while Hercules Capital, Inc. (HTGC) has a volatility of 5.35%. This indicates that ESG 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.