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AAAU vs RVT

Comparison between Goldman Sachs Physical Gold ETF (AAAU, ETF) and Royce Value Trust Inc (RVT, ETF).

5-Year PerformanceAAAU has outperformed RVT, delivering a return of +17.5% compared to +8.9%

AAAU vs RVT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AAAU
$2.40B
Winner
RVT
$2.50B
Expense Ratio
AAAU
0.18%
RVT
N/A
Max Drawdown
Winner
AAAU
26.29%
RVT
79.08%
Sharpe Ratio
AAAU
0.71
Winner
RVT
1.30
5Y Beta
Winner
AAAU
0.23
RVT
1.00
5Y Dividends CAGR
AAAU
N/A
RVT
10.29%

AAAU vs RVT - Historical Returns

Returns include dividend reinvestment.

1M
AAAU
-2.49%
Winner
RVT
+0.33%
3M
AAAU
-12.72%
Winner
RVT
+1.21%
6M
AAAU
-15.43%
Winner
RVT
+7.75%
1Y
AAAU
+19.96%
Winner
RVT
+29.00%
5Y(CAGR)
Winner
AAAU
+17.54%
RVT
+8.95%
10Y(CAGR)
AAAU
N/A
RVT
+12.83%
Max(CAGR)
Winner
AAAU
+16.81%
RVT
+10.14%

AAAU vs RVT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAAAURVT
2026-5.78%+16.51%
2025+61.88%+11.92%
2024+27.23%+18.41%
2023+12.03%+18.08%
2022+1.01%-26.09%
2021-6.05%+34.95%
2020+24.20%+18.13%
2019+16.09%+33.02%
2018+9.20%-20.88%
2017N/A+30.93%
2016N/A+23.90%
2015N/A-9.38%
2014N/A+3.09%
2013N/A+22.06%
2012N/A+14.47%
2011N/A-11.90%
2010N/A+32.59%
2009N/A+29.44%
2008N/A-47.25%
2007N/A-7.18%
2006N/A+17.77%
2005N/A+8.78%
2004N/A+31.02%
2003N/A+35.56%
2002N/A-6.88%
2001N/A+20.00%
2000N/A+19.43%
1999N/A+11.14%

AAAU vs RVT Drawdown Comparison

The maximum drawdown for AAAU was -26.29%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The maximum drawdown for RVT was -72.45%, occurring on Mar 9, 2009. Recovery took 1568 trading sessions.

The current AAAU drawdown is -24.32%. The current RVT drawdown is -2.05%.

RankAAAURVT
#1-26.29%
Jan 29, 2026 - Jul 16, 2026
-72.45%
Feb 26, 2007 - May 17, 2013
#2-21.63%
Aug 6, 2020 - Dec 27, 2023
-47.07%
Feb 20, 2020 - Nov 11, 2020
#3-12.43%
Mar 9, 2020 - Apr 9, 2020
-35.17%
Apr 19, 2002 - Sep 18, 2003
#4-10.06%
Oct 20, 2025 - Dec 22, 2025
-32.83%
Dec 31, 2021 - Jul 31, 2024
#5-8.12%
Oct 30, 2024 - Jan 30, 2025
-31.74%
Sep 20, 2018 - Jan 16, 2020
#6-7.11%
Apr 21, 2025 - Jun 13, 2025
-27.77%
Jul 3, 2014 - Nov 14, 2016
#7-6.51%
Sep 4, 2019 - Jan 6, 2020
-23.46%
Jan 23, 2025 - Aug 26, 2025
#8-5.73%
May 20, 2024 - Jul 16, 2024
-21.99%
Jun 7, 2001 - Dec 6, 2001
#9-5.20%
Feb 19, 2019 - Jun 13, 2019
-15.36%
Feb 18, 2004 - Sep 7, 2004
#10-5.01%
Feb 24, 2020 - Mar 5, 2020
-14.97%
Feb 15, 2001 - May 18, 2001
#11-4.85%
Dec 26, 2025 - Jan 12, 2026
-14.23%
May 5, 2006 - Oct 30, 2006
#12-4.78%
Jun 13, 2025 - Aug 29, 2025
-12.58%
Dec 23, 2004 - Jul 11, 2005
#13-4.66%
Mar 31, 2025 - Apr 10, 2025
-12.18%
Feb 26, 2026 - Apr 24, 2026
#14-4.36%
Jul 16, 2024 - Aug 12, 2024
-10.53%
Sep 1, 2000 - Dec 28, 2000
#15-4.30%
Dec 27, 2023 - Mar 1, 2024
-10.37%
Jul 31, 2024 - Oct 14, 2024

Correlation

Correlation between AAAU and RVT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

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