Overview Performance Dividends Metrics Financials Industry Correlations

20 Stock and 80 ETF Hercules Capital (HCXY) alternatives

The most close Hercules Capital (HCXY) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9734.

Stocks that highly correlated with HCXY

Symbol	Name	Market cap	Sector	Industry	Correlation
CHMI-P-B	Cherry Hill Mortgage Investment Corporation	$876M	N/A	Other	0.84
ADAMM	Adamas Trust Inc	$2.27B	Real Estate	Reit - Mortgage	0.84
EFC-P-A	Ellington Financial Inc	$3.14B	N/A	Other	0.82
CHMI-P-A	Cherry Hill Mortgage Investment Corporation	$834M	N/A	N/A	0.82
ADAMN	Adamas Trust Inc	$2.19B	Real Estate	Reit - Mortgage	0.82
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.82
GNL-P-A	Global Net Lease Inc	$5.09B	N/A	Other	0.81
CMRE-P-C	Costamare Inc	$3.24B	N/A	N/A	0.80
CMRE-P-B	Costamare Inc	$3.17B	N/A	N/A	0.80
AGNCO	AGNC Investment Corp	$29B	Real Estate	Reit - Mortgage	0.80
GMRE-P-A	Global Medical REIT Inc	$322M	N/A	N/A	0.80
CMRE-P-D	Costamare Inc	$3.36B	N/A	N/A	0.80
GNL-P-B	Global Net Lease Inc	$4.97B	N/A	Other	0.79
CIM-P-A	Chimera Investment Corp	$1.81B	N/A	N/A	0.79
COWNL	Cowen Inc	$796M	N/A	N/A	0.78
DX-P-C	Dynex Capital Inc	$5.39B	N/A	N/A	0.78
OXLCN	Oxford Lane Capital Corp	$2.13B	Financial Services	Asset Management	0.77
AGNCM	AGNC Investment Corp	$8.87B	Real Estate	Reit - Mortgage	0.77
EQH-P-A	Equitable Holdings Inc	$5.54B	N/A	Other	0.77
EFC	Ellington Financial Inc	$1.71B	Real Estate	Reit - Mortgage	0.77

ETFs that highly correlated with HCXY

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.97
PFLD	AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF	$420M	0.45%	Nov 19, 2019	0.87
PFFR	INFRACAP REIT PREFERRED ETF	$115M	0.45%	Feb 7, 2017	0.86
MUNC	NORTHERN TRUST 2045 TAX-EXEMPT DISTRIBUTING LADDER ETF	$8.20M	0.18%	Aug 18, 2025	0.86
PFFA	VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	$2.40B	2.11%	May 15, 2018	0.84
MUND	NORTHERN TRUST 2055 TAX-EXEMPT DISTRIBUTING LADDER ETF	$4.20M	0.18%	Aug 18, 2025	0.83
FPE	FIRST TRUST PREFERRED SECURITIES AND INCOME ETF	$6.30B	0.83%	Feb 11, 2013	0.83
FLC	Flaherty & Crumrine Total Return Fund Inc	$195M	N/A	N/A	0.83
VRP	INVESCO VARIABLE RATE PREFERRED ETF	$3B	0.50%	May 1, 2014	0.83
PREF	PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF	$1.80B	0.55%	Jul 10, 2017	0.82
DFP	Flaherty & Crumrine Dynamic Preferred and Income Fund Inc	$461M	N/A	N/A	0.82
TAXI	NORTHERN TRUST INTERMEDIATE TAX-EXEMPT BOND ETF	$160M	0.05%	Aug 18, 2025	0.82
HYI	Western Asset High Yield Defined Opportunity Fund Inc	$148M	N/A	N/A	0.82
TAXT	NORTHERN TRUST TAX-EXEMPT BOND ETF	$61M	0.05%	Aug 18, 2025	0.81
PFFL	ETRACS 2xMonthly Pay Leveraged Preferred Stock Index ETN due September 25 2048	$4.50M	N/A	Sep 26, 2018	0.81
HYT	BlackRock Corporate High Yield Fund Inc	$1.80B	N/A	N/A	0.81
INKM	STATE STREET(R)INCOME ALLOCATION ETF	$72M	0.50%	Apr 25, 2012	0.81
FPF	First Trust Intermediate Duration Preferred & Income Fund	$1.20B	N/A	N/A	0.81
UTF	Cohen & Steers Infrastructure Fund Inc	$3.10B	N/A	N/A	0.81
PFF	ISHARES PREFERRED AND INCOME SECURITIES ETF	$13B	0.45%	Mar 26, 2007	0.81
JPC	Nuveen Preferred & Income Opportunities Fund	$2.90B	N/A	N/A	0.81
ALTY	GLOBAL X ALTERNATIVE INCOME ETF	$46M	0.50%	Jul 13, 2015	0.80
YYY	AMPLIFY CEF HIGH INCOME ETF	$721M	3.23%	Jun 12, 2012	0.80
FPEI	FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF	$1.90B	0.85%	Aug 22, 2017	0.80
IYLD	ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF	$126M	0.50%	Apr 3, 2012	0.80
FFC	Flaherty & Crumrine Preferred and Income Securities Fund Inc	$836M	N/A	N/A	0.80
HPF	John Hancock Preferred Income Fund II	$328M	N/A	N/A	0.80
JRI	Nuveen Real Asset Income and Growth Fund	$486M	N/A	N/A	0.80
HPI	John Hancock Preferred Income Fund	$410M	N/A	N/A	0.80
WEA	Western Asset Premier Bond Fund	$134M	N/A	N/A	0.80
FALN	ISHARES FALLEN ANGELS USD BOND ETF	$1.60B	0.25%	Jun 14, 2016	0.79
MDIV	MULTI-ASSET DIVERSIFIED INCOME INDEX FUND	$416M	0.71%	Aug 13, 2012	0.79
VGI	Virtus Global Multi-Sector Income Fund	$91M	N/A	N/A	0.79
HPS	John Hancock Preferred Income Fund III	$440M	N/A	N/A	0.79
FT	Franklin Universal Trust	$223M	N/A	N/A	0.79
BSJQ	INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF	$942M	0.43%	Aug 9, 2018	0.79
PFXF	VANECK PREFERRED SECURITIES EX FINANCIALS ETF	$2.60B	0.40%	Jul 16, 2012	0.79
FCEF	FIRST TRUST INCOME OPPORTUNITIES ETF	$79M	3.69%	Sep 27, 2016	0.79
HIO	Western Asset High Income Opportunity Fund Inc	$371M	N/A	N/A	0.79
EAD	Allspring Income Opportunities Fund	$426M	N/A	N/A	0.79
PCEF	INVESCO CEF INCOME COMPOSITE ETF	$831M	2.71%	Feb 19, 2010	0.79
PFFD	GLOBAL X U.S. PREFERRED ETF	$2.20B	0.23%	Sep 11, 2017	0.78
YLD	PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF)	$573M	0.39%	Jul 8, 2015	0.78
MUNB	NORTHERN TRUST 2035 TAX-EXEMPT DISTRIBUTING LADDER ETF	$14M	0.18%	Aug 18, 2025	0.78
IGA	Voya Global Advantage and Premium Opportunity Fund	$163M	N/A	N/A	0.78
PFD	Flaherty & Crumrine Preferred and Income Fund Inc	$160M	N/A	N/A	0.78
PPT	Putnam Premier Income Trust	$355M	N/A	N/A	0.78
ZTR	Virtus Total Return Fund Inc	$381M	N/A	N/A	0.78
BBHY	JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF	$611M	0.07%	Sep 15, 2016	0.78
PFN	Pimco Income Strategy Fund II	$686M	N/A	N/A	0.78
GDO	Western Asset Global Corporate Defined Opportunity Fund Inc	$86M	N/A	N/A	0.78
PGX	INVESCO PREFERRED ETF	$3.90B	0.50%	Jan 31, 2008	0.77
NFRA	FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND	$2.90B	0.47%	Oct 8, 2013	0.77
JHI	John Hancock Investors Trust	$126M	N/A	N/A	0.77
BTZ	BlackRock Credit Allocation Income Trust	$1B	N/A	N/A	0.77
VLT	Invesco High Income Trust II	$71M	N/A	N/A	0.77
BLW	BlackRock Ltd Duration Income Trust	$518M	N/A	N/A	0.77
NFLT	VIRTUS NEWFLEET MULTI-SECTOR BOND ETF	$439M	0.50%	Aug 10, 2015	0.77
BSJR	INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	$854M	0.42%	Sep 12, 2019	0.77
FLHY	FRANKLIN HIGH YIELD CORPORATE ETF	$1.20B	0.40%	May 30, 2018	0.77
HTD	John Hancock Tax- Advantaged Dividend Income	$942M	N/A	N/A	0.77
GHYG	ISHARES US & INTL HIGH YIELD CORP BOND ETF	$199M	0.40%	Apr 3, 2012	0.77
HYDB	ISHARES HIGH YIELD SYSTEMATIC BOND ETF	$1.60B	0.35%	Jul 11, 2017	0.77
TOLZ	PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF	$191M	0.46%	Mar 25, 2014	0.77
UCON	FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF	$3.30B	0.86%	Jun 4, 2018	0.77
SPHY	STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF	$11B	0.05%	Jun 18, 2012	0.77
HIX	Western Asset High Income Fund II Inc	$371M	N/A	N/A	0.77
USHY	ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	$29B	0.08%	Oct 25, 2017	0.77
SPFF	GLOBAL X SUPERINCOME PREFERRED ETF	$140M	0.48%	Jul 16, 2012	0.77
JNK	STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF	$7.30B	0.40%	Nov 28, 2007	0.77
UJB	PROSHARES ULTRA HIGH YIELD	$19M	N/A	Apr 13, 2011	0.77
WCPB	Weitz Core Plus Bond ETF	$210M	0.45%	Aug 12, 2025	0.77
IFLN	Invesco Fundamental High Yield Corporate Bond ETF	$320M	0.23%	Nov 15, 2007	0.77
HIPS	GraniteShares HIPS US High Income ETF	$110M	1.17%	Jan 7, 2015	0.77
EHI	Western Asset Global High Income Fund Inc	$197M	N/A	N/A	0.76
HYD	VANECK HIGH YIELD MUNI ETF	$4.50B	0.32%	Feb 4, 2009	0.76
ISD	PGIM High Yield Bond Fund Inc	$457M	N/A	N/A	0.76
HYG	ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	$18B	0.49%	Apr 4, 2007	0.76
GII	STATE STREET(R) SPDR(R) S&P(R) GLOBAL INFRASTRUCTURE ETF	$962M	0.40%	Jan 25, 2007	0.76
PFL	Pimco Income Strategy Fund	$381M	N/A	N/A	0.76