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.
Correlation
The correlation between HCXY and VOO is 0.13, 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
HCXY vs. VOO - Performance Comparison
Key characteristics
HCXY:
0.66
VOO:
1.81
HCXY:
1.09
VOO:
2.44
HCXY:
1.14
VOO:
1.33
HCXY:
1.54
VOO:
2.74
HCXY:
3.43
VOO:
11.43
HCXY:
1.60%
VOO:
2.02%
HCXY:
8.29%
VOO:
12.77%
HCXY:
-34.76%
VOO:
-33.99%
HCXY:
-2.45%
VOO:
-0.72%
Returns By Period
In the year-to-date period, HCXY achieves a -0.39% return, which is significantly lower than VOO's 3.31% return.
HCXY
-0.39%
0.29%
3.37%
4.75%
4.75%
N/A
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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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.
Dividends
HCXY vs. VOO - Dividend Comparison
HCXY's dividend yield for the trailing twelve months is around 6.34%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCXY Hercules Capital, Inc. | 6.34% | 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 | 1.20% | 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. For additional features, visit the drawdowns tool.
Volatility
HCXY vs. VOO - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HCXY) is 1.78%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.40%. 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.