RMT vs. VBK
Compare and contrast key facts about Royce Micro-Cap Trust, Inc. (RMT) and Vanguard Small-Cap Growth ETF (VBK).
VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RMT or VBK.
Correlation
The correlation between RMT and VBK 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.
Performance
RMT vs. VBK - Performance Comparison
Key characteristics
RMT:
0.74
VBK:
0.98
RMT:
1.14
VBK:
1.42
RMT:
1.14
VBK:
1.17
RMT:
1.13
VBK:
0.78
RMT:
3.80
VBK:
4.81
RMT:
3.93%
VBK:
3.80%
RMT:
20.19%
VBK:
18.59%
RMT:
-73.93%
VBK:
-58.69%
RMT:
-5.28%
VBK:
-6.77%
Returns By Period
In the year-to-date period, RMT achieves a 12.80% return, which is significantly lower than VBK's 17.81% return. Over the past 10 years, RMT has underperformed VBK with an annualized return of 8.62%, while VBK has yielded a comparatively higher 9.14% annualized return.
RMT
12.80%
-3.23%
10.49%
12.80%
11.21%
8.62%
VBK
17.81%
-4.79%
14.18%
17.53%
7.89%
9.14%
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Risk-Adjusted Performance
RMT vs. VBK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Micro-Cap Trust, Inc. (RMT) and Vanguard Small-Cap Growth ETF (VBK). 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.
Dividends
RMT vs. VBK - Dividend Comparison
RMT's dividend yield for the trailing twelve months is around 7.67%, more than VBK's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 7.67% | 8.01% | 10.94% | 7.27% | 6.03% | 7.96% | 10.11% | 7.31% | 7.84% | 17.36% | 28.77% | 10.94% |
VBK Vanguard Small-Cap Growth ETF | 0.53% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% | 0.65% |
Drawdowns
RMT vs. VBK - Drawdown Comparison
The maximum RMT drawdown since its inception was -73.93%, which is greater than VBK's maximum drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for RMT and VBK. For additional features, visit the drawdowns tool.
Volatility
RMT vs. VBK - Volatility Comparison
The current volatility for Royce Micro-Cap Trust, Inc. (RMT) is 5.11%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 6.11%. This indicates that RMT experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.