PYT vs. HTGC
Compare and contrast key facts about PPLUS Trust Series GSC-2 GSC 2 CT FL RT (PYT) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PYT or HTGC.
Correlation
The correlation between PYT and HTGC is 0.06, 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
PYT vs. HTGC - Performance Comparison
Key characteristics
PYT:
1.29
HTGC:
1.27
PYT:
1.97
HTGC:
1.59
PYT:
1.29
HTGC:
1.26
PYT:
1.97
HTGC:
1.47
PYT:
13.21
HTGC:
4.44
PYT:
1.72%
HTGC:
6.07%
PYT:
12.48%
HTGC:
21.18%
PYT:
-66.41%
HTGC:
-68.50%
PYT:
0.00%
HTGC:
-1.32%
Fundamentals
PYT:
0.00
HTGC:
0.52
Returns By Period
In the year-to-date period, PYT achieves a 2.54% return, which is significantly lower than HTGC's 8.06% return. Over the past 10 years, PYT has underperformed HTGC with an annualized return of 10.21%, while HTGC has yielded a comparatively higher 14.53% annualized return.
PYT
2.54%
1.65%
5.48%
8.63%
8.83%
10.21%
HTGC
8.06%
4.12%
21.21%
27.98%
18.49%
14.53%
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Risk-Adjusted Performance
PYT vs. HTGC — Risk-Adjusted Performance Rank
PYT
HTGC
PYT vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PPLUS Trust Series GSC-2 GSC 2 CT FL RT (PYT) 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
PYT vs. HTGC - Dividend Comparison
PYT's dividend yield for the trailing twelve months is around 6.85%, less than HTGC's 7.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PYT PPLUS Trust Series GSC-2 GSC 2 CT FL RT | 6.85% | 7.09% | 6.75% | 3.65% | 3.05% | 2.41% | 3.66% | 4.03% | 3.63% | 3.89% | 3.86% | 3.92% |
HTGC Hercules Capital, Inc. | 7.37% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
PYT vs. HTGC - Drawdown Comparison
The maximum PYT drawdown since its inception was -66.41%, roughly equal to the maximum HTGC drawdown of -68.50%. Use the drawdown chart below to compare losses from any high point for PYT and HTGC. For additional features, visit the drawdowns tool.
Volatility
PYT vs. HTGC - Volatility Comparison
The current volatility for PPLUS Trust Series GSC-2 GSC 2 CT FL RT (PYT) is 2.20%, while Hercules Capital, Inc. (HTGC) has a volatility of 4.45%. This indicates that PYT 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.
Financials
PYT vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between PPLUS Trust Series GSC-2 GSC 2 CT FL RT and Hercules Capital, Inc.. 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