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:
-0.14
VOO:
0.36
RMT:
-0.04
VOO:
0.63
RMT:
1.00
VOO:
1.09
RMT:
-0.12
VOO:
0.35
RMT:
-0.46
VOO:
1.66
RMT:
7.03%
VOO:
4.00%
RMT:
23.08%
VOO:
18.64%
RMT:
-73.93%
VOO:
-33.99%
RMT:
-20.40%
VOO:
-12.04%
Returns By Period
In the year-to-date period, RMT achieves a -16.64% return, which is significantly lower than VOO's -7.98% return. Over the past 10 years, RMT has underperformed VOO with an annualized return of 7.20%, while VOO has yielded a comparatively higher 11.99% annualized return.
RMT
-16.64%
-6.25%
-14.03%
-1.26%
15.02%
7.20%
VOO
-7.98%
-4.19%
-6.68%
8.00%
15.82%
11.99%
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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 9.56%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 9.56% | 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 | 1.41% | 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
The current volatility for Royce Micro-Cap Trust, Inc. (RMT) is 12.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.25%. This indicates that RMT experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.