RVT vs. VOO
Compare and contrast key facts about Royce Value Trust Inc. (RVT) 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: RVT or VOO.
Correlation
The correlation between RVT and VOO is 0.78, 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. VOO - Performance Comparison
Key characteristics
RVT:
1.16
VOO:
1.95
RVT:
1.69
VOO:
2.60
RVT:
1.21
VOO:
1.36
RVT:
1.47
VOO:
2.97
RVT:
6.16
VOO:
12.47
RVT:
3.70%
VOO:
2.01%
RVT:
19.65%
VOO:
12.89%
RVT:
-72.33%
VOO:
-33.99%
RVT:
-3.06%
VOO:
-1.30%
Returns By Period
In the year-to-date period, RVT achieves a 2.34% return, which is significantly lower than VOO's 2.71% return. Over the past 10 years, RVT has underperformed VOO with an annualized return of 10.42%, while VOO has yielded a comparatively higher 13.75% annualized return.
RVT
2.34%
2.86%
5.72%
20.77%
11.20%
10.42%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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Risk-Adjusted Performance
RVT vs. VOO — Risk-Adjusted Performance Rank
RVT
VOO
RVT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) 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
RVT vs. VOO - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 7.85%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 7.85% | 8.04% | 7.35% | 9.95% | 8.52% | 6.44% | 7.45% | 10.68% | 7.17% | 7.62% | 10.54% | 12.70% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RVT vs. VOO - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RVT and VOO. For additional features, visit the drawdowns tool.
Volatility
RVT vs. VOO - Volatility Comparison
Royce Value Trust Inc. (RVT) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.07% and 4.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.