RMT vs. DES
Compare and contrast key facts about Royce Micro-Cap Trust, Inc. (RMT) and WisdomTree U.S. SmallCap Dividend Fund (DES).
DES is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree SmallCap Dividend (TR). It was launched on Jun 16, 2006.
Performance
RMT vs. DES - Performance Comparison
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RMT vs. DES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 12.17% | 16.10% | 13.97% | 15.81% | -16.82% | 22.56% | 27.97% | 25.05% | -14.88% | 25.27% |
DES WisdomTree U.S. SmallCap Dividend Fund | 8.16% | 0.25% | 9.93% | 16.50% | -10.96% | 26.51% | -4.26% | 20.26% | -12.85% | 8.64% |
Returns By Period
In the year-to-date period, RMT achieves a 12.17% return, which is significantly higher than DES's 8.16% return. Over the past 10 years, RMT has outperformed DES with an annualized return of 13.92%, while DES has yielded a comparatively lower 7.73% annualized return.
RMT
- 1D
- 1.77%
- 1M
- -6.33%
- YTD
- 12.17%
- 6M
- 14.38%
- 1Y
- 48.38%
- 3Y*
- 18.59%
- 5Y*
- 8.79%
- 10Y*
- 13.92%
DES
- 1D
- 0.39%
- 1M
- -2.82%
- YTD
- 8.16%
- 6M
- 8.34%
- 1Y
- 15.75%
- 3Y*
- 11.21%
- 5Y*
- 5.72%
- 10Y*
- 7.73%
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Return for Risk
RMT vs. DES — Risk / Return Rank
RMT
DES
RMT vs. DES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Micro-Cap Trust, Inc. (RMT) and WisdomTree U.S. SmallCap Dividend Fund (DES). 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.
| RMT | DES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.11 | 0.77 | +1.34 |
Sortino ratioReturn per unit of downside risk | 2.84 | 1.22 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.16 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 3.45 | 1.19 | +2.25 |
Martin ratioReturn relative to average drawdown | 12.76 | 4.22 | +8.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RMT | DES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 0.77 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.29 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.35 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.30 | +0.07 |
Correlation
The correlation between RMT and DES is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RMT vs. DES - Dividend Comparison
RMT's dividend yield for the trailing twelve months is around 6.86%, more than DES's 2.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 6.86% | 7.57% | 7.59% | 8.01% | 10.94% | 7.27% | 6.03% | 7.96% | 10.11% | 7.31% | 7.84% | 17.36% |
DES WisdomTree U.S. SmallCap Dividend Fund | 2.53% | 2.85% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.09% |
Drawdowns
RMT vs. DES - Drawdown Comparison
The maximum RMT drawdown since its inception was -73.94%, which is greater than DES's maximum drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for RMT and DES.
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Drawdown Indicators
| RMT | DES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.94% | -65.48% | -8.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.73% | -13.44% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.73% | -25.16% | -5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -50.40% | -45.65% | -4.75% |
Current DrawdownCurrent decline from peak | -6.33% | -4.03% | -2.30% |
Average DrawdownAverage peak-to-trough decline | -14.17% | -9.76% | -4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.80% | -0.09% |
Volatility
RMT vs. DES - Volatility Comparison
Royce Micro-Cap Trust, Inc. (RMT) has a higher volatility of 8.78% compared to WisdomTree U.S. SmallCap Dividend Fund (DES) at 4.89%. This indicates that RMT's price experiences larger fluctuations and is considered to be riskier than DES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMT | DES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.78% | 4.89% | +3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 15.83% | 11.88% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 20.51% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 19.66% | +1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.25% | 21.97% | +0.28% |