PYT vs. HTGC
PYT (PPLUS Trust Series GSC-2 GSC 2 CT FL RT) and HTGC (Hercules Capital, Inc.) are both stocks. Over the past 10 years, PYT returned 5.04%/yr vs 13.55%/yr for HTGC. Their 0.06 correlation means their historical movements had little consistent relationship.
Performance
PYT vs. HTGC - Performance Comparison
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Returns By Period
In the year-to-date period, PYT achieves a 3.36% return, which is significantly higher than HTGC's -5.31% return. Over the past 10 years, PYT has underperformed HTGC with an annualized return of 5.04%, while HTGC has yielded a comparatively higher 13.55% annualized return.
PYT
- 1D
- -0.84%
- 1M
- 1.12%
- 6M
- 2.57%
- YTD
- 3.36%
- 1Y
- 9.42%
- 3Y*
- 7.80%
- 5Y*
- 3.55%
- 10Y*
- 5.04%
- ALL TIME*
- 7.40%
HTGC
- 1D
- 3.01%
- 1M
- 5.45%
- 6M
- -3.83%
- YTD
- -5.31%
- 1Y
- -2.08%
- 3Y*
- 10.85%
- 5Y*
- 11.05%
- 10Y*
- 13.55%
- ALL TIME*
- 11.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $24.38M | $23.62M | $24.96M | |
| $18.33K | $26.20K | $23.33K |
PYT vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PYT PPLUS Trust Series GSC-2 GSC 2 CT FL RT | 3.36% | 8.17% | 8.29% | 10.77% | -14.14% | 6.30% | 4.73% | 23.97% | -3.73% | 11.18% |
HTGC Hercules Capital, Inc. | -5.31% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -6.86% | 1.86% |
Correlation
The correlation between PYT and HTGC is 0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.04 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.02 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.03 |
Correlation (All Time) Calculated using the full available price history since Jun 9, 2005 | 0.06 |
Fundamentals
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Return for Risk
PYT vs. HTGC — Risk / Return Rank
PYT
HTGC
PYT vs. HTGC - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PYT | HTGC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.02 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | -0.00 | +1.42 |
| Martin ratioReturn relative to average drawdown | 3.47 | -0.00 | +3.47 |
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Drawdowns
PYT vs. HTGC - Drawdown Comparison
The maximum PYT drawdown since its inception was -62.22%, smaller than the maximum HTGC drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for PYT and HTGC.
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Drawdown Indicators
| PYT | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.22% | -68.21% | +5.99% |
Max Drawdown (1Y)Largest decline over 1 year | -5.56% | -24.74% | +19.18% |
Max Drawdown (3Y)Largest decline over 3 years | -6.13% | -27.97% | +21.84% |
Max Drawdown (5Y)Largest decline over 5 years | -16.25% | -36.11% | +19.86% |
Max Drawdown (10Y)Largest decline over 10 years | -29.10% | -57.54% | +28.44% |
Current DrawdownCurrent decline from peak | -1.02% | -10.47% | +9.45% |
Average DrawdownAverage peak-to-trough decline | -7.66% | -10.89% | +3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 11.73% | -9.46% |
Volatility
PYT vs. HTGC - Volatility Comparison
The current volatility for PPLUS Trust Series GSC-2 GSC 2 CT FL RT (PYT) is 3.47%, while Hercules Capital, Inc. (HTGC) has a volatility of 6.80%. 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.
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Volatility by Period
| PYT | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 6.80% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 20.91% | -12.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 24.11% | -8.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 25.93% | -8.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 27.91% | -10.37% |
Dividends
PYT vs. HTGC - Dividend Comparison
PYT's dividend yield for the trailing twelve months is around 5.54%, less than HTGC's 13.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 13.40% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
PYT PPLUS Trust Series GSC-2 GSC 2 CT FL RT | 5.54% | 5.97% | 5.28% | 3.31% | 2.73% | 0.76% | 2.41% | 3.66% | 4.03% | 3.63% | 3.88% | 3.86% |
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
Frequently Asked Questions
PYT and HTGC have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTGC has higher volatility (6.80%) compared to PYT (3.47%). In terms of maximum drawdown, PYT dropped -62.22% vs HTGC's -68.21%.
PYT currently has the higher Sharpe Ratio (0.52 vs -0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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