Correlation
The correlation between HCXY and VOO is 0.12, 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.
HCXY vs. VOO
Compare and contrast key facts about Hercules Capital, Inc. (HCXY) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCXY or VOO.
Performance
HCXY vs. VOO - Performance Comparison
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Key characteristics
HCXY:
0.62
VOO:
0.74
HCXY:
1.09
VOO:
1.04
HCXY:
1.14
VOO:
1.15
HCXY:
1.66
VOO:
0.68
HCXY:
3.97
VOO:
2.58
HCXY:
1.49%
VOO:
4.93%
HCXY:
8.98%
VOO:
19.54%
HCXY:
-34.76%
VOO:
-33.99%
HCXY:
-2.29%
VOO:
-3.55%
Returns By Period
In the year-to-date period, HCXY achieves a 1.32% return, which is significantly higher than VOO's 0.90% return.
HCXY
1.32%
-1.12%
0.01%
5.59%
5.75%
5.73%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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Risk-Adjusted Performance
HCXY vs. VOO — Risk-Adjusted Performance Rank
HCXY
VOO
HCXY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HCXY) and Vanguard S&P 500 ETF (VOO). 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
HCXY vs. VOO - Dividend Comparison
HCXY's dividend yield for the trailing twelve months is around 6.33%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCXY Hercules Capital, Inc. | 6.33% | 6.21% | 6.19% | 6.36% | 5.87% | 5.84% | 5.94% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HCXY vs. VOO - Drawdown Comparison
The maximum HCXY drawdown since its inception was -34.76%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HCXY and VOO.
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Volatility
HCXY vs. VOO - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HCXY) is 2.91%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that HCXY experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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