MILN vs. HTGC
Compare and contrast key facts about Global X Millennial Consumer ETF (MILN) and Hercules Capital, Inc. (HTGC).
MILN is a passively managed fund by Global X that tracks the performance of the Indxx Millennials Thematic Index. It was launched on May 4, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MILN or HTGC.
Key characteristics
| MILN | HTGC | |
|---|---|---|
| YTD Return | 16.92% | 25.17% |
| 1Y Return | 36.82% | 32.45% |
| 3Y Return (Ann) | -1.60% | 18.50% |
| 5Y Return (Ann) | 10.89% | 20.54% |
| Sharpe Ratio | 2.00 | 1.31 |
| Daily Std Dev | 16.96% | 22.51% |
| Max Drawdown | -44.40% | -68.29% |
| Current Drawdown | -8.38% | -7.66% |
Correlation
The correlation between MILN and HTGC is 0.42, 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.
Performance
MILN vs. HTGC - Performance Comparison
In the year-to-date period, MILN achieves a 16.92% return, which is significantly lower than HTGC's 25.17% 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
MILN vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Millennial Consumer ETF (MILN) 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.
Dividends
MILN vs. HTGC - Dividend Comparison
MILN's dividend yield for the trailing twelve months is around 0.31%, less than HTGC's 8.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MILN Global X Millennial Consumer ETF | 0.31% | 0.33% | 0.24% | 0.15% | 0.21% | 0.43% | 0.43% | 0.89% | 0.32% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 8.58% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
MILN vs. HTGC - Drawdown Comparison
The maximum MILN drawdown since its inception was -44.40%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for MILN and HTGC. For additional features, visit the drawdowns tool.
Volatility
MILN vs. HTGC - Volatility Comparison
Global X Millennial Consumer ETF (MILN) and Hercules Capital, Inc. (HTGC) have volatilities of 4.14% and 4.30%, 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.