HTGC vs. TPVG
Compare and contrast key facts about Hercules Capital, Inc. (HTGC) and TriplePoint Venture Growth BDC Corp. (TPVG).
Performance
HTGC vs. TPVG - Performance Comparison
Loading graphics...
HTGC vs. TPVG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | -18.99% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -6.86% | 1.86% |
TPVG TriplePoint Venture Growth BDC Corp. | -20.21% | 3.93% | -20.01% | 20.29% | -34.65% | 50.54% | 5.70% | 44.22% | -2.83% | 19.62% |
Fundamentals
HTGC:
$2.79B
TPVG:
$201.61M
HTGC:
$0.00
TPVG:
$1.02
HTGC:
6.25
TPVG:
2.33
HTGC:
1.26
TPVG:
0.57
HTGC:
$451.96M
TPVG:
$86.43M
HTGC:
$388.62M
TPVG:
$47.67M
HTGC:
$245.95M
TPVG:
$41.10M
Returns By Period
In the year-to-date period, HTGC achieves a -18.99% return, which is significantly higher than TPVG's -20.21% return. Over the past 10 years, HTGC has outperformed TPVG with an annualized return of 12.98%, while TPVG has yielded a comparatively lower 5.43% annualized return.
HTGC
- 1D
- 4.01%
- 1M
- 3.94%
- YTD
- -18.99%
- 6M
- -17.22%
- 1Y
- -14.23%
- 3Y*
- 16.72%
- 5Y*
- 9.21%
- 10Y*
- 12.98%
TPVG
- 1D
- 5.72%
- 1M
- 0.54%
- YTD
- -20.21%
- 6M
- -5.98%
- 1Y
- -15.89%
- 3Y*
- -12.75%
- 5Y*
- -7.48%
- 10Y*
- 5.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HTGC vs. TPVG — Risk / Return Rank
HTGC
TPVG
HTGC vs. TPVG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and TriplePoint Venture Growth BDC Corp. (TPVG). 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.
| HTGC | TPVG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | -0.47 | -0.09 |
Sortino ratioReturn per unit of downside risk | -0.62 | -0.46 | -0.16 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.94 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.58 | -0.54 | -0.04 |
Martin ratioReturn relative to average drawdown | -1.54 | -1.19 | -0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HTGC | TPVG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | -0.47 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | -0.24 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.08 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.05 | +0.30 |
Correlation
The correlation between HTGC and TPVG is 0.45, 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.
Dividends
HTGC vs. TPVG - Dividend Comparison
HTGC's dividend yield for the trailing twelve months is around 12.73%, less than TPVG's 20.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 12.73% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
TPVG TriplePoint Venture Growth BDC Corp. | 20.24% | 16.51% | 18.97% | 14.73% | 14.86% | 8.02% | 11.81% | 10.13% | 14.14% | 11.35% | 12.22% | 12.04% |
Drawdowns
HTGC vs. TPVG - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.21%, smaller than the maximum TPVG drawdown of -81.78%. Use the drawdown chart below to compare losses from any high point for HTGC and TPVG.
Loading graphics...
Drawdown Indicators
| HTGC | TPVG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.21% | -81.78% | +13.57% |
Max Drawdown (1Y)Largest decline over 1 year | -24.74% | -31.61% | +6.87% |
Max Drawdown (5Y)Largest decline over 5 years | -36.11% | -54.79% | +18.68% |
Max Drawdown (10Y)Largest decline over 10 years | -57.54% | -81.78% | +24.24% |
Current DrawdownCurrent decline from peak | -23.41% | -49.87% | +26.46% |
Average DrawdownAverage peak-to-trough decline | -10.79% | -17.98% | +7.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.38% | 14.43% | -5.05% |
Volatility
HTGC vs. TPVG - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HTGC) is 8.67%, while TriplePoint Venture Growth BDC Corp. (TPVG) has a volatility of 13.29%. This indicates that HTGC experiences smaller price fluctuations and is considered to be less risky than TPVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HTGC | TPVG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 13.29% | -4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 19.68% | 22.64% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.56% | 34.20% | -8.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.66% | 31.01% | -5.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.76% | 67.60% | -39.84% |
Financials
HTGC vs. TPVG - Financials Comparison
This section allows you to compare key financial metrics between Hercules Capital, Inc. and TriplePoint Venture Growth BDC Corp.. 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