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:
0.97
VOO:
1.98
RMT:
1.45
VOO:
2.65
RMT:
1.17
VOO:
1.36
RMT:
1.47
VOO:
2.98
RMT:
4.91
VOO:
12.44
RMT:
3.89%
VOO:
2.02%
RMT:
19.66%
VOO:
12.69%
RMT:
-73.93%
VOO:
-33.99%
RMT:
-1.96%
VOO:
0.00%
Returns By Period
In the year-to-date period, RMT achieves a 2.67% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, RMT has underperformed VOO with an annualized return of 9.54%, while VOO has yielded a comparatively higher 13.25% annualized return.
RMT
2.67%
-0.40%
8.30%
15.02%
11.36%
9.54%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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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 7.39%, 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. | 7.39% | 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 4.29% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. 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.