RMT vs. VOO
Compare and contrast key facts about Royce Micro-Cap Trust, Inc. (RMT) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RMT or VOO.
Correlation
The correlation between RMT and VOO is 0.74, 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. VOO - Performance Comparison
Key characteristics
RMT:
0.84
VOO:
2.25
RMT:
1.27
VOO:
2.98
RMT:
1.15
VOO:
1.42
RMT:
1.29
VOO:
3.31
RMT:
4.34
VOO:
14.77
RMT:
3.92%
VOO:
1.90%
RMT:
20.30%
VOO:
12.46%
RMT:
-73.93%
VOO:
-33.99%
RMT:
-5.28%
VOO:
-2.47%
Returns By Period
In the year-to-date period, RMT achieves a 12.80% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, RMT has underperformed VOO with an annualized return of 8.77%, while VOO has yielded a comparatively higher 13.08% annualized return.
RMT
12.80%
0.11%
10.13%
14.92%
11.49%
8.77%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
RMT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Micro-Cap Trust, Inc. (RMT) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
RMT's dividend yield for the trailing twelve months is around 7.67%, more than VOO's 0.91% 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
RMT vs. VOO - Drawdown Comparison
The maximum RMT drawdown since its inception was -73.93%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RMT and VOO. For additional features, visit the drawdowns tool.
Volatility
RMT vs. VOO - Volatility Comparison
Royce Micro-Cap Trust, Inc. (RMT) has a higher volatility of 5.49% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that RMT's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.