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:
0.67
VOO:
1.47
RVT:
1.07
VOO:
1.99
RVT:
1.13
VOO:
1.27
RVT:
0.86
VOO:
2.23
RVT:
3.33
VOO:
9.05
RVT:
3.92%
VOO:
2.08%
RVT:
19.38%
VOO:
12.84%
RVT:
-72.33%
VOO:
-33.99%
RVT:
-8.63%
VOO:
-3.08%
Returns By Period
In the year-to-date period, RVT achieves a -3.54% return, which is significantly lower than VOO's 1.40% return. Over the past 10 years, RVT has underperformed VOO with an annualized return of 9.10%, while VOO has yielded a comparatively higher 13.01% annualized return.
RVT
-3.54%
-7.24%
2.58%
12.21%
11.09%
9.10%
VOO
1.40%
-1.79%
6.13%
17.41%
15.83%
13.01%
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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 8.33%, more than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 8.33% | 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 | 1.23% | 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) has a higher volatility of 4.37% compared to Vanguard S&P 500 ETF (VOO) at 3.70%. This indicates that RVT'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.