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HTGC vs SPY

Comparison between Hercules Capital Inc (HTGC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HTGC, delivering a return of +13.4% compared to +9.0%

HTGC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HTGC
$2.90B
Winner
SPY
$784B
Expense Ratio
HTGC
N/A
SPY
0.09%
Max Drawdown
HTGC
75.85%
Winner
SPY
56.47%
Sharpe Ratio
HTGC
-0.28
Winner
SPY
1.57
5Y Beta
Winner
HTGC
0.78
SPY
1.00
Industry
HTGC
Asset Management
SPY
N/A
P/E Ratio
Winner
HTGC
8.54
SPY
29.17
Forward P/E
Winner
HTGC
7.96
SPY
21.89
PEG Ratio
HTGC
0.23
SPY
N/A
Dividend Yield
HTGC
10.50%
SPY
N/A
5Y Dividends CAGR
HTGC
4.97%
Winner
SPY
5.43%
5Y EPS CAGR
HTGC
N/A
SPY
26.36%
Debt to Equity
HTGC
114.01%
Winner
SPY
32.38%
Free Cash Flow Yield
HTGC
-14.95%
SPY
N/A
P/S Ratio
HTGC
5.24
Winner
SPY
3.79
P/B Ratio
Winner
HTGC
1.30
SPY
5.68

HTGC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HTGC
-1.90%
Winner
SPY
-0.08%
3M
HTGC
+8.00%
Winner
SPY
+8.97%
6M
HTGC
-13.66%
Winner
SPY
+8.52%
1Y
HTGC
-4.93%
Winner
SPY
+24.32%
5Y(CAGR)
HTGC
+8.97%
Winner
SPY
+13.36%
10Y(CAGR)
HTGC
+13.63%
Winner
SPY
+15.14%
Max(CAGR)
Winner
HTGC
+11.59%
SPY
+8.46%

HTGC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHTGCSPY
2026-13.38%+8.19%
2025+1.96%+18.00%
2024+32.98%+25.59%
2023+41.90%+26.72%
2022-10.44%-18.64%
2021+28.51%+30.52%
2020+14.66%+17.28%
2019+37.73%+31.09%
2018-7.89%-5.24%
2017-0.02%+20.78%
2016+27.29%+13.59%
2015-10.92%+1.31%
2014-0.53%+14.56%
2013+57.57%+29.00%
2012+26.44%+14.17%
2011-3.48%+0.85%
2010+4.16%+13.14%
2009+53.21%+22.67%
2008-22.46%-36.25%
2007-4.17%+5.32%
2006+35.73%+13.85%
2005-7.27%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HTGC vs SPY Drawdown Comparison

The maximum drawdown for HTGC was -68.28%, occurring on Mar 5, 2009. Recovery took 599 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HTGC drawdown is -18.01%. The current SPY drawdown is -2.96%.

RankHTGCSPY
#1-68.28%
May 23, 2007 - Oct 7, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-57.47%
Feb 21, 2020 - Dec 23, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.10%
Apr 20, 2022 - Jul 18, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.89%
Jul 28, 2014 - Aug 9, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.12%
Feb 19, 2025 - Mar 27, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-27.93%
Aug 12, 2005 - Sep 29, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.45%
Apr 6, 2011 - Feb 3, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.46%
Apr 23, 2010 - Jan 5, 2011		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.98%
Aug 22, 2018 - Feb 22, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-19.09%
Nov 27, 2013 - Jul 2, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.82%
Apr 26, 2017 - Aug 15, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.27%
Jul 30, 2024 - Jan 16, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-17.31%
Jan 19, 2010 - Apr 6, 2010		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-15.09%
Oct 19, 2009 - Jan 4, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.80%
Aug 7, 2023 - Jan 4, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HTGC and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

HTGC vs SPY dividend yield comparison.

YearHTGCSPY
20265.63%0.24%
20259.99%1.07%
20249.56%1.21%
202311.40%1.40%
202213.77%1.65%
20219.76%1.20%
20209.02%1.52%
20199.49%1.75%
201811.40%2.04%
20179.45%1.80%
20168.79%2.03%
201510.17%2.06%
20148.33%1.87%
20136.77%1.81%
20128.54%2.18%
20119.32%2.05%
20107.72%1.80%
200912.13%1.95%
200816.67%3.02%
20079.66%1.85%
20069.05%1.73%
20050.21%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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