VLYPP vs HG

Comparison between Valley National Bancorp 625 FixedtoFloating Rate Series A NonCumulative Perpetual Preferred Stock (VLYPP, Company) and Hamilton Insurance Group Ltd - Class B (HG, Company).

Both VLYPP and HG are from the Financial Services sector.

VLYPP vs HG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLYPP(COMPANY)	HG(COMPANY)
Market Cap	$3.11B	$3.12B
Max Drawdown	55.80%	21.07%
Sharpe Ratio	0.61	1.76
5Y Beta	0.21	0.45
Industry	Banks - Regional	Insurance - Reinsurance
P/E Ratio	22.59	3.56
PEG Ratio	N/A	0.05
Dividend Yield	1.79%	N/A
5Y Dividends CAGR	5.44%	N/A
Debt to Equity	N/A	5.50%
Free Cash Flow Yield	N/A	29.16%
P/S Ratio	1.69	1.08
P/B Ratio	N/A	1.14

Market Cap

VLYPP

$3.11B

Winner

$3.12B

Max Drawdown

VLYPP

55.80%

Winner

21.07%

Sharpe Ratio

VLYPP

0.61

Winner

1.76

5Y Beta

Winner

VLYPP

0.21

0.45

Industry

VLYPP

Banks - Regional

Insurance - Reinsurance

P/E Ratio

VLYPP

22.59

Winner

3.56

PEG Ratio

VLYPP

N/A

0.05

Dividend Yield

VLYPP

1.79%

N/A

5Y Dividends CAGR

VLYPP

5.44%

N/A

Debt to Equity

VLYPP

N/A

5.50%

Free Cash Flow Yield

VLYPP

N/A

29.16%

P/S Ratio

VLYPP

1.69

Winner

1.08

P/B Ratio

VLYPP

N/A

1.14

VLYPP vs HG - Historical Returns

Returns include dividend reinvestment.

Period	VLYPP	HG
1 month	-0.03%	+0.32%
3 months	+2.86%	+9.06%
6 months	+1.52%	+19.36%
1 year	+8.63%	+59.81%
5 years(CAGR)	+3.88%	N/A
10 years(CAGR)	+4.97%	N/A
Max(CAGR)	+6.44%	+36.54%

VLYPP

-0.03%

Winner

+0.32%

VLYPP

+2.86%

Winner

+9.06%

VLYPP

+1.52%

Winner

+19.36%

VLYPP

+8.63%

Winner

+59.81%

5Y(CAGR)

VLYPP

+3.88%

N/A

10Y(CAGR)

VLYPP

+4.97%

N/A

Max(CAGR)

VLYPP

+6.44%

Winner

+36.54%

VLYPP vs HG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	VLYPP	HG
2026	+1.28%	+24.18%
2025	+8.29%	+49.28%
2024	+38.43%	+26.61%
2023	-13.05%	-0.33%
2022	-12.81%	N/A
2021	+11.90%	N/A
2020	+5.65%	N/A
2019	+23.56%	N/A
2018	-6.90%	N/A
2017	+13.82%	N/A
2016	-1.07%	N/A
2015	+13.76%	N/A

VLYPP vs HG Drawdown Comparison

The maximum drawdown for VLYPP was -49.83%, occurring on May 11, 2023. Recovery took 790 trading sessions.

The maximum drawdown for HG was -21.07%, occurring on Apr 10, 2024. Recovery took 107 trading sessions.

The current VLYPP drawdown is -0.91%. The current HG drawdown is -3.48%.

Rank	VLYPP	HG
#1	-49.83% Aug 3, 2021 - Sep 24, 2024	-21.07% Dec 5, 2023 - May 9, 2024
#2	-45.07% Sep 20, 2019 - Dec 9, 2020	-19.09% Mar 27, 2025 - May 29, 2025
#3	-23.33% Jul 10, 2017 - Jun 7, 2019	-16.31% Sep 25, 2024 - Mar 5, 2025
#4	-15.84% Sep 7, 2016 - May 26, 2017	-13.19% Jun 5, 2024 - Aug 13, 2024
#5	-11.40% Dec 31, 2024 - Jul 1, 2025	-12.69% Apr 21, 2026 - Jun 2, 2026
#6	-10.48% Dec 15, 2020 - Jun 1, 2021	-10.37% Aug 16, 2024 - Sep 25, 2024
#7	-8.35% Jan 6, 2016 - Mar 28, 2016	-8.08% Dec 23, 2025 - Feb 4, 2026
#8	-5.39% Apr 12, 2016 - May 31, 2016	-8.02% Jun 2, 2025 - Aug 8, 2025
#9	-5.03% Jun 10, 2021 - Jul 28, 2021	-6.89% Oct 6, 2025 - Nov 5, 2025
#10	-4.99% Sep 4, 2019 - Sep 19, 2019	-6.69% Feb 17, 2026 - Feb 26, 2026
#11	-4.76% Jun 7, 2019 - Aug 1, 2019	-5.66% Aug 14, 2025 - Sep 4, 2025
#12	-4.44% Mar 30, 2016 - Apr 8, 2016	-5.06% Feb 26, 2026 - Mar 31, 2026
#13	-3.27% Nov 27, 2015 - Dec 28, 2015	-5.04% Mar 6, 2025 - Mar 20, 2025
#14	-2.87% Jun 4, 2021 - Jun 10, 2021	-4.89% Nov 25, 2025 - Dec 11, 2025
#15	-2.87% Oct 14, 2024 - Nov 29, 2024	-4.55% Sep 4, 2025 - Sep 26, 2025

Correlation

Correlation between VLYPP and HG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2015 - 2026)

VLYPP vs HG dividend yield comparison.

Year	VLYPP	HG
2026	4.00%	6.32%
2025	7.24%	0.00%
2024	6.08%	0.00%
2023	7.96%	0.00%
2022	6.42%	0.00%
2021	5.18%	0.00%
2020	5.51%	0.00%
2019	5.55%	0.00%
2018	6.51%	0.00%
2017	5.63%	0.00%
2016	6.03%	0.00%
2015	3.03%	0.00%