ESGL.L vs. HTGC
Compare and contrast key facts about Lyxor MSCI Europe ESG Leaders (DR) UCITS ETF - Acc (ESGL.L) and Hercules Capital, Inc. (HTGC).
ESGL.L is a passively managed fund by Amundi that tracks the performance of the MSCI Europe NR EUR. It was launched on Feb 12, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESGL.L or HTGC.
Correlation
The correlation between ESGL.L and HTGC is 0.39, 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
ESGL.L vs. HTGC - Performance Comparison
Key characteristics
ESGL.L:
0.69
HTGC:
1.27
ESGL.L:
1.03
HTGC:
1.59
ESGL.L:
1.12
HTGC:
1.26
ESGL.L:
0.81
HTGC:
1.47
ESGL.L:
1.78
HTGC:
4.44
ESGL.L:
4.16%
HTGC:
6.07%
ESGL.L:
10.73%
HTGC:
21.18%
ESGL.L:
-34.24%
HTGC:
-68.50%
ESGL.L:
-1.97%
HTGC:
-1.32%
Returns By Period
In the year-to-date period, ESGL.L achieves a 6.53% return, which is significantly lower than HTGC's 8.06% return.
ESGL.L
6.53%
1.32%
0.62%
7.41%
7.07%
N/A
HTGC
8.06%
4.12%
21.21%
27.98%
18.49%
14.53%
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Risk-Adjusted Performance
ESGL.L vs. HTGC — Risk-Adjusted Performance Rank
ESGL.L
HTGC
ESGL.L vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI Europe ESG Leaders (DR) UCITS ETF - Acc (ESGL.L) 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
ESGL.L vs. HTGC - Dividend Comparison
ESGL.L has not paid dividends to shareholders, while HTGC's dividend yield for the trailing twelve months is around 7.37%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESGL.L Lyxor MSCI Europe ESG Leaders (DR) UCITS ETF - Acc | 0.00% | 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. | 7.37% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
ESGL.L vs. HTGC - Drawdown Comparison
The maximum ESGL.L drawdown since its inception was -34.24%, smaller than the maximum HTGC drawdown of -68.50%. Use the drawdown chart below to compare losses from any high point for ESGL.L and HTGC. For additional features, visit the drawdowns tool.
Volatility
ESGL.L vs. HTGC - Volatility Comparison
The current volatility for Lyxor MSCI Europe ESG Leaders (DR) UCITS ETF - Acc (ESGL.L) is 3.30%, while Hercules Capital, Inc. (HTGC) has a volatility of 4.45%. This indicates that ESGL.L 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.