LPLA vs. ARCC
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPLA or ARCC.
Correlation
The correlation between LPLA and ARCC is 0.39, 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
LPLA vs. ARCC - Performance Comparison
Key characteristics
LPLA:
1.48
ARCC:
1.87
LPLA:
2.08
ARCC:
2.59
LPLA:
1.31
ARCC:
1.34
LPLA:
1.42
ARCC:
3.13
LPLA:
3.76
ARCC:
12.97
LPLA:
12.55%
ARCC:
1.68%
LPLA:
31.78%
ARCC:
11.63%
LPLA:
-69.32%
ARCC:
-79.36%
LPLA:
0.00%
ARCC:
0.00%
Fundamentals
LPLA:
$25.33B
ARCC:
$15.20B
LPLA:
$13.46
ARCC:
$2.60
LPLA:
25.13
ARCC:
8.72
LPLA:
1.23
ARCC:
3.95
LPLA:
$8.87B
ARCC:
$2.01B
LPLA:
$2.81B
ARCC:
$1.85B
LPLA:
$1.89B
ARCC:
$703.00M
Returns By Period
The year-to-date returns for both stocks are quite close, with LPLA having a 3.60% return and ARCC slightly lower at 3.52%. Over the past 10 years, LPLA has outperformed ARCC with an annualized return of 25.31%, while ARCC has yielded a comparatively lower 14.10% annualized return.
LPLA
3.60%
2.57%
49.97%
45.82%
29.13%
25.31%
ARCC
3.52%
5.79%
12.55%
23.07%
14.15%
14.10%
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Risk-Adjusted Performance
LPLA vs. ARCC — Risk-Adjusted Performance Rank
LPLA
ARCC
LPLA vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) 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
LPLA vs. ARCC - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.35%, less than ARCC's 8.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.35% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% |
ARCC Ares Capital Corporation | 8.47% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
LPLA vs. ARCC - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for LPLA and ARCC. For additional features, visit the drawdowns tool.
Volatility
LPLA vs. ARCC - Volatility Comparison
LPL Financial Holdings Inc. (LPLA) has a higher volatility of 5.34% compared to Ares Capital Corporation (ARCC) at 4.00%. This indicates that LPLA's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LPLA vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. 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