HQH vs. ARCC
Compare and contrast key facts about Tekla Healthcare Investors (HQH) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HQH or ARCC.
Key characteristics
| HQH | ARCC | |
|---|---|---|
| YTD Return | 22.47% | 15.25% |
| 1Y Return | 39.75% | 20.64% |
| 3Y Return (Ann) | -0.61% | 11.19% |
| 5Y Return (Ann) | 8.33% | 13.32% |
| 10Y Return (Ann) | 4.15% | 13.09% |
| Sharpe Ratio | 2.72 | 1.81 |
| Sortino Ratio | 3.83 | 2.55 |
| Omega Ratio | 1.48 | 1.33 |
| Calmar Ratio | 1.13 | 2.96 |
| Martin Ratio | 14.65 | 12.55 |
| Ulcer Index | 2.71% | 1.64% |
| Daily Std Dev | 14.59% | 11.38% |
| Max Drawdown | -56.17% | -79.36% |
| Current Drawdown | -9.25% | -0.87% |
Fundamentals
| HQH | ARCC | |
|---|---|---|
| Market Cap | $935.55M | $13.91B |
| EPS | $1.31 | $2.60 |
| PE Ratio | 14.11 | 8.28 |
| PEG Ratio | 0.00 | 3.95 |
| Total Revenue (TTM) | $5.31M | $2.34B |
| Gross Profit (TTM) | $151.10K | $1.99B |
| EBITDA (TTM) | $99.73M | $1.30B |
Correlation
The correlation between HQH and ARCC is 0.38, 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
HQH vs. ARCC - Performance Comparison
In the year-to-date period, HQH achieves a 22.47% return, which is significantly higher than ARCC's 15.25% return. Over the past 10 years, HQH has underperformed ARCC with an annualized return of 4.15%, while ARCC has yielded a comparatively higher 13.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HQH vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tekla Healthcare Investors (HQH) and Ares Capital Corporation (ARCC). 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
HQH vs. ARCC - Dividend Comparison
HQH's dividend yield for the trailing twelve months is around 11.04%, more than ARCC's 8.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQH Tekla Healthcare Investors | 11.04% | 9.66% | 9.50% | 8.59% | 7.96% | 8.22% | 10.73% | 8.76% | 9.78% | 11.96% | 7.05% | 6.41% |
ARCC Ares Capital Corporation | 8.92% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% | 8.84% |
Drawdowns
HQH vs. ARCC - Drawdown Comparison
The maximum HQH drawdown since its inception was -56.17%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for HQH and ARCC. For additional features, visit the drawdowns tool.
Volatility
HQH vs. ARCC - Volatility Comparison
Tekla Healthcare Investors (HQH) and Ares Capital Corporation (ARCC) have volatilities of 3.27% and 3.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HQH vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Tekla Healthcare Investors and Ares Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities