KBWY vs. HTGC

The year-to-date returns for both investments are quite close, with KBWY having a -7.85% return and HTGC slightly higher at -7.62%. Over the past 10 years, KBWY has underperformed HTGC with an annualized return of 0.15%, while HTGC has yielded a comparatively higher 14.72% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Invesco KBW Premium Yield Equity REIT ETF (KBWY) 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.

The current KBWY Sharpe Ratio is -0.19, which is lower than the HTGC Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of KBWY and HTGC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KBWY's dividend yield for the trailing twelve months is around 9.64%, more than HTGC's 8.99% yield.

The maximum KBWY drawdown since its inception was -57.68%, smaller than the maximum HTGC drawdown of -68.30%. Use the drawdown chart below to compare losses from any high point for KBWY and HTGC. For additional features, visit the drawdowns tool.

The current volatility for Invesco KBW Premium Yield Equity REIT ETF (KBWY) is 3.98%, while Hercules Capital, Inc. (HTGC) has a volatility of 5.73%. This indicates that KBWY 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.