RVT vs. AVUV
Compare and contrast key facts about Royce Value Trust Inc. (RVT) and Avantis U.S. Small Cap Value ETF (AVUV).
AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RVT or AVUV.
Correlation
The correlation between RVT and AVUV is 0.85, 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
RVT vs. AVUV - Performance Comparison
Key characteristics
RVT:
0.90
AVUV:
0.46
RVT:
1.36
AVUV:
0.81
RVT:
1.17
AVUV:
1.10
RVT:
1.05
AVUV:
0.87
RVT:
4.79
AVUV:
2.14
RVT:
3.76%
AVUV:
4.44%
RVT:
19.95%
AVUV:
20.72%
RVT:
-72.33%
AVUV:
-49.42%
RVT:
-5.43%
AVUV:
-8.38%
Returns By Period
In the year-to-date period, RVT achieves a 16.14% return, which is significantly higher than AVUV's 9.91% return.
RVT
16.14%
-3.02%
12.71%
16.14%
9.62%
9.44%
AVUV
9.91%
-6.95%
10.57%
9.51%
14.23%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
RVT vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) and Avantis U.S. Small Cap Value ETF (AVUV). 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
RVT vs. AVUV - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 8.16%, more than AVUV's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 8.16% | 7.35% | 9.95% | 8.52% | 6.44% | 7.45% | 10.68% | 7.17% | 7.62% | 10.54% | 12.70% | 4.65% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RVT vs. AVUV - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.33%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for RVT and AVUV. For additional features, visit the drawdowns tool.
Volatility
RVT vs. AVUV - Volatility Comparison
Royce Value Trust Inc. (RVT) has a higher volatility of 5.86% compared to Avantis U.S. Small Cap Value ETF (AVUV) at 5.13%. This indicates that RVT's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.