EQAL vs RMT
Comparison between INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF) and Royce Micro-Cap Trust Inc (RMT, ETF).
5-Year PerformanceRMT has outperformed EQAL, delivering a return of +12.8% compared to +8.0%
EQAL vs RMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EQAL vs RMT - Historical Returns
Returns include dividend reinvestment.
EQAL vs RMT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | RMT |
|---|---|---|
| 2026 | +17.05% | +37.88% |
| 2025 | +10.92% | +16.36% |
| 2024 | +11.35% | +15.85% |
| 2023 | +12.68% | +16.03% |
| 2022 | -13.79% | -17.73% |
| 2021 | +25.06% | +24.55% |
| 2020 | +16.63% | +28.08% |
| 2019 | +24.49% | +23.34% |
| 2018 | -9.84% | -14.85% |
| 2017 | +16.44% | +25.55% |
| 2016 | +17.29% | +24.01% |
| 2015 | -3.68% | -16.65% |
| 2014 | -0.55% | +4.96% |
| 2013 | N/A | +45.52% |
| 2012 | N/A | +12.91% |
| 2011 | N/A | -7.91% |
| 2010 | N/A | +31.11% |
| 2009 | N/A | +31.18% |
| 2008 | N/A | -45.83% |
| 2007 | N/A | -20.10% |
| 2006 | N/A | +25.82% |
| 2005 | N/A | +10.12% |
| 2004 | N/A | +32.63% |
| 2003 | N/A | +60.28% |
| 2002 | N/A | -12.03% |
| 2001 | N/A | +29.99% |
| 2000 | N/A | +12.78% |
| 1999 | N/A | +11.57% |
EQAL vs RMT Drawdown Comparison
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The maximum drawdown for RMT was -73.93%, occurring on Mar 9, 2009. Recovery took 1607 trading sessions.
The current EQAL drawdown is -0.40%. The current RMT drawdown is -4.09%.
| Rank | EQAL | RMT |
|---|---|---|
| #1 | -40.42% Jan 16, 2020 - Oct 12, 2020 | -73.93% Feb 23, 2007 - Jul 12, 2013 |
| #2 | -21.80% Nov 15, 2021 - Mar 27, 2024 | -50.36% Aug 31, 2018 - Nov 16, 2020 |
| #3 | -21.01% Sep 21, 2018 - Jul 24, 2019 | -41.33% May 6, 2002 - Aug 21, 2003 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -32.84% Jul 3, 2014 - Dec 23, 2016 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -30.71% Nov 8, 2021 - Jul 15, 2024 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -26.38% Jan 24, 2025 - Aug 13, 2025 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -24.20% Jul 20, 2001 - Dec 26, 2001 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -17.66% Apr 12, 2004 - Oct 1, 2004 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -17.16% May 10, 2006 - Nov 10, 2006 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -15.79% Dec 28, 2004 - Jul 20, 2005 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -15.51% Feb 2, 2001 - May 17, 2001 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -14.30% Mar 22, 2000 - Sep 12, 2000 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -13.22% Sep 13, 2000 - Jan 18, 2001 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -11.71% Aug 3, 2005 - Nov 23, 2005 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -11.36% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between EQAL and RMT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EQAL vs RMT dividend yield comparison.
| Year | EQAL | RMT |
|---|---|---|
| 2026 | 0.80% | 2.84% |
| 2025 | 1.79% | 7.57% |
| 2024 | 1.62% | 7.59% |
| 2023 | 1.88% | 8.01% |
| 2022 | 1.95% | 10.94% |
| 2021 | 1.32% | 7.27% |
| 2020 | 1.63% | 6.03% |
| 2019 | 1.61% | 7.96% |
| 2018 | 1.63% | 10.11% |
| 2017 | 1.18% | 7.31% |
| 2016 | 1.57% | 7.84% |
| 2015 | 1.64% | 17.36% |
| 2014 | 0.00% | 28.77% |
| 2013 | 0.00% | 10.94% |
| 2012 | 0.00% | 5.40% |
| 2011 | 0.00% | 4.56% |
| 2010 | 0.00% | 0.82% |
| 2009 | 0.00% | 2.99% |
| 2008 | 0.00% | 21.17% |
| 2007 | 0.00% | 11.28% |
| 2006 | 0.00% | 7.72% |
| 2005 | 0.00% | 12.71% |
| 2004 | 0.00% | 8.73% |
| 2003 | 0.00% | 7.30% |
| 2002 | 0.00% | 9.48% |
| 2001 | 0.00% | 5.43% |
| 2000 | 0.00% | 19.95% |
| 1999 | 0.00% | 3.00% |
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