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:
1.18
VOO:
2.15
RMT:
1.70
VOO:
2.85
RMT:
1.21
VOO:
1.40
RMT:
1.83
VOO:
3.25
RMT:
6.14
VOO:
13.67
RMT:
3.86%
VOO:
2.01%
RMT:
19.96%
VOO:
12.79%
RMT:
-73.93%
VOO:
-33.99%
RMT:
-0.20%
VOO:
0.00%
Returns By Period
In the year-to-date period, RMT achieves a 4.31% return, which is significantly higher than VOO's 3.49% return. Over the past 10 years, RMT has underperformed VOO with an annualized return of 9.74%, while VOO has yielded a comparatively higher 13.52% annualized return.
RMT
4.31%
5.39%
8.79%
20.71%
12.05%
9.74%
VOO
3.49%
1.90%
12.84%
26.78%
14.88%
13.52%
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Risk-Adjusted Performance
RMT vs. VOO — Risk-Adjusted Performance Rank
RMT
VOO
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 7.28%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 7.28% | 7.59% | 8.01% | 10.94% | 7.27% | 6.03% | 7.96% | 10.11% | 7.31% | 7.84% | 17.36% | 28.77% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 4.82% compared to Vanguard S&P 500 ETF (VOO) at 4.07%. 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.