HTGC vs WT
Comparison between Hercules Capital Inc (HTGC, Company) and WisdomTree Inc (WT, Company).
Both HTGC and WT are from the Financial Services sector.
5-Year PerformanceWT has outperformed HTGC, delivering a return of +25.0% compared to +9.8%
HTGC vs WT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HTGC vs WT - Historical Returns
Returns include dividend reinvestment.
HTGC vs WT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HTGC | WT |
|---|---|---|
| 2026 | -12.96% | +51.35% |
| 2025 | +1.96% | +21.91% |
| 2024 | +32.98% | +57.18% |
| 2023 | +41.90% | +28.15% |
| 2022 | -10.44% | -11.12% |
| 2021 | +28.51% | +15.49% |
| 2020 | +14.66% | +17.51% |
| 2019 | +37.73% | -26.74% |
| 2018 | -7.89% | -44.86% |
| 2017 | -0.02% | +9.09% |
| 2016 | +27.29% | -24.85% |
| 2015 | -10.92% | +4.48% |
| 2014 | -0.53% | -7.32% |
| 2013 | +57.57% | +173.72% |
| 2012 | +26.44% | +1.66% |
| 2011 | -3.48% | +36.57% |
| 2010 | +4.16% | +107.50% |
| 2009 | +53.21% | +117.65% |
| 2008 | -22.46% | -75.09% |
| 2007 | -4.17% | -63.79% |
| 2006 | +35.73% | +229.79% |
| 2005 | -7.27% | +32.95% |
| 2004 | N/A | +4225.00% |
| 2003 | N/A | -69.23% |
| 2002 | N/A | +85.71% |
| 2001 | N/A | -84.09% |
| 2000 | N/A | -89.24% |
| 1999 | N/A | +19.01% |
HTGC vs WT Drawdown Comparison
The maximum drawdown for HTGC was -68.28%, occurring on Mar 5, 2009. Recovery took 599 trading sessions.
The maximum drawdown for WT was -99.82%, occurring on Oct 25, 2004. Recovery took 1677 trading sessions.
The current HTGC drawdown is -17.61%. The current WT drawdown is -8.28%.
| Rank | HTGC | WT |
|---|---|---|
| #1 | -68.28% May 23, 2007 - Oct 7, 2009 | -99.82% Mar 22, 2000 - Nov 21, 2006 |
| #2 | -57.47% Feb 21, 2020 - Dec 23, 2020 | -94.18% Dec 6, 2006 - Mar 7, 2013 |
| #3 | -36.10% Apr 20, 2022 - Jul 18, 2023 | -91.14% Aug 3, 2015 - Mar 18, 2020 |
| #4 | -33.89% Jul 28, 2014 - Aug 9, 2016 | -48.33% Jan 22, 2014 - Jan 26, 2015 |
| #5 | -28.12% Feb 19, 2025 - Mar 27, 2026 | -33.40% Dec 10, 1999 - Mar 22, 2000 |
| #6 | -27.93% Aug 12, 2005 - Sep 29, 2006 | -26.52% Nov 5, 1999 - Dec 6, 1999 |
| #7 | -24.45% Apr 6, 2011 - Feb 3, 2012 | -23.70% May 21, 2013 - Oct 25, 2013 |
| #8 | -23.46% Apr 23, 2010 - Jan 5, 2011 | -16.92% Apr 10, 2015 - Jun 10, 2015 |
| #9 | -19.98% Aug 22, 2018 - Feb 22, 2019 | -12.58% Jun 26, 2015 - Jul 31, 2015 |
| #10 | -19.09% Nov 27, 2013 - Jul 2, 2014 | -9.24% Oct 29, 2013 - Nov 26, 2013 |
| #11 | -18.82% Apr 26, 2017 - Aug 15, 2018 | -8.00% Apr 10, 2013 - Apr 29, 2013 |
| #12 | -18.27% Jul 30, 2024 - Jan 16, 2025 | -7.56% Jan 7, 2014 - Jan 22, 2014 |
| #13 | -17.31% Jan 19, 2010 - Apr 6, 2010 | -7.39% Mar 20, 2013 - Apr 10, 2013 |
| #14 | -15.09% Oct 19, 2009 - Jan 4, 2010 | -7.38% Mar 20, 2015 - Apr 10, 2015 |
| #15 | -13.80% Aug 7, 2023 - Jan 4, 2024 | -7.37% May 7, 2013 - May 14, 2013 |
Correlation
Correlation between HTGC and WT is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2005 - 2026)
HTGC vs WT dividend yield comparison.
| Year | HTGC | WT |
|---|---|---|
| 2026 | 5.61% | 0.32% |
| 2025 | 9.99% | 0.98% |
| 2024 | 9.56% | 1.14% |
| 2023 | 11.40% | 1.73% |
| 2022 | 13.77% | 2.20% |
| 2021 | 9.76% | 1.96% |
| 2020 | 9.02% | 2.24% |
| 2019 | 9.49% | 2.48% |
| 2018 | 11.40% | 1.80% |
| 2017 | 9.45% | 2.55% |
| 2016 | 8.79% | 2.87% |
| 2015 | 10.17% | 3.64% |
| 2014 | 8.33% | 0.51% |
| 2013 | 6.77% | 0.00% |
| 2012 | 8.54% | 0.00% |
| 2011 | 9.32% | 0.00% |
| 2010 | 7.72% | 0.00% |
| 2009 | 12.13% | 0.00% |
| 2008 | 16.67% | 0.00% |
| 2007 | 9.66% | 0.00% |
| 2006 | 9.05% | 0.00% |
| 2005 | 0.21% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks