RMT vs. PEXL
Compare and contrast key facts about Royce Micro-Cap Trust, Inc. (RMT) and Pacer US Export Leaders ETF (PEXL).
PEXL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Export Leaders ETF Index. It was launched on Jul 23, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RMT or PEXL.
Correlation
The correlation between RMT and PEXL is 0.76, 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.
Performance
RMT vs. PEXL - Performance Comparison
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Key characteristics
RMT:
-0.04
PEXL:
-0.04
RMT:
0.21
PEXL:
0.22
RMT:
1.03
PEXL:
1.03
RMT:
0.02
PEXL:
0.03
RMT:
0.07
PEXL:
0.09
RMT:
8.66%
PEXL:
6.85%
RMT:
23.63%
PEXL:
25.34%
RMT:
-73.93%
PEXL:
-33.67%
RMT:
-12.29%
PEXL:
-4.94%
Returns By Period
In the year-to-date period, RMT achieves a -8.15% return, which is significantly lower than PEXL's 1.87% return.
RMT
-8.15%
10.19%
-8.03%
-0.86%
15.84%
8.18%
PEXL
1.87%
15.28%
-1.36%
-1.00%
16.95%
N/A
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Risk-Adjusted Performance
RMT vs. PEXL — Risk-Adjusted Performance Rank
RMT
PEXL
RMT vs. PEXL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Micro-Cap Trust, Inc. (RMT) and Pacer US Export Leaders ETF (PEXL). 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.
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Dividends
RMT vs. PEXL - Dividend Comparison
RMT's dividend yield for the trailing twelve months is around 8.68%, more than PEXL's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 8.68% | 7.59% | 8.01% | 10.94% | 7.27% | 6.03% | 7.96% | 10.11% | 7.31% | 7.84% | 17.36% | 28.77% |
PEXL Pacer US Export Leaders ETF | 0.42% | 0.48% | 0.49% | 0.59% | 0.22% | 0.48% | 0.48% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RMT vs. PEXL - Drawdown Comparison
The maximum RMT drawdown since its inception was -73.93%, which is greater than PEXL's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for RMT and PEXL. For additional features, visit the drawdowns tool.
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Volatility
RMT vs. PEXL - Volatility Comparison
The current volatility for Royce Micro-Cap Trust, Inc. (RMT) is 6.63%, while Pacer US Export Leaders ETF (PEXL) has a volatility of 7.14%. This indicates that RMT experiences smaller price fluctuations and is considered to be less risky than PEXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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