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FTHI vs RVT

Comparison between FIRST TRUST BUYWRITE INCOME ETF (FTHI, ETF) and Royce Value Trust Inc (RVT, ETF).

5-Year PerformanceFTHI has outperformed RVT, delivering a return of +10.4% compared to +7.9%

FTHI vs RVT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTHI
$2.30B
Winner
RVT
$2.40B
Expense Ratio
FTHI
0.75%
RVT
N/A
Max Drawdown
Winner
FTHI
35.49%
RVT
79.08%
Sharpe Ratio
FTHI
1.30
Winner
RVT
1.51
5Y Beta
Winner
FTHI
0.74
RVT
1.00
P/E Ratio
FTHI
26.70
RVT
N/A
Forward P/E
FTHI
22.62
RVT
N/A
PEG Ratio
FTHI
0.45
RVT
N/A
5Y Dividends CAGR
Winner
FTHI
16.64%
RVT
10.29%
5Y EPS CAGR
FTHI
24.84%
RVT
N/A
P/S Ratio
FTHI
2.94
RVT
N/A
P/B Ratio
FTHI
5.39
RVT
N/A

FTHI vs RVT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FTHI
-0.04%
RVT
-0.57%
3M
FTHI
+6.40%
Winner
RVT
+11.42%
6M
FTHI
+4.13%
Winner
RVT
+14.54%
1Y
FTHI
+15.40%
Winner
RVT
+32.48%
5Y(CAGR)
Winner
FTHI
+10.41%
RVT
+7.90%
10Y(CAGR)
FTHI
+8.38%
Winner
RVT
+12.99%
Max(CAGR)
FTHI
+7.66%
Winner
RVT
+10.12%

FTHI vs RVT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFTHIRVT
2026+4.31%+14.96%
2025+10.99%+11.92%
2024+19.05%+18.41%
2023+20.21%+18.08%
2022-5.47%-26.09%
2021+13.64%+34.95%
2020-7.27%+18.13%
2019+17.86%+33.02%
2018-10.09%-20.88%
2017+13.54%+30.93%
2016+13.36%+23.90%
2015+2.81%-9.38%
2014+6.69%+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%

FTHI vs RVT Drawdown Comparison

The maximum drawdown for FTHI was -32.65%, occurring on Mar 23, 2020. Recovery took 305 trading sessions.

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

The current FTHI drawdown is -0.71%. The current RVT drawdown is -2.95%.

RankFTHIRVT
#1-32.65%
Feb 19, 2020 - May 5, 2021
-72.45%
Feb 26, 2007 - May 17, 2013
#2-17.17%
Aug 29, 2018 - Jul 5, 2019
-47.07%
Feb 20, 2020 - Nov 11, 2020
#3-16.68%
Apr 20, 2022 - Jun 13, 2023
-35.17%
Apr 19, 2002 - Sep 18, 2003
#4-15.91%
Feb 13, 2025 - Jul 3, 2025
-32.83%
Dec 31, 2021 - Jul 31, 2024
#5-15.11%
Sep 16, 2015 - Jul 20, 2016
-31.74%
Sep 20, 2018 - Jan 16, 2020
#6-11.11%
May 28, 2015 - Sep 16, 2015
-27.77%
Jul 3, 2014 - Nov 14, 2016
#7-8.92%
Jan 23, 2018 - Aug 21, 2018
-23.46%
Jan 23, 2025 - Aug 26, 2025
#8-7.91%
Sep 19, 2014 - Nov 10, 2014
-21.99%
Jun 7, 2001 - Dec 6, 2001
#9-6.71%
Jun 8, 2021 - Oct 19, 2021
-15.36%
Feb 18, 2004 - Sep 7, 2004
#10-6.08%
Nov 15, 2021 - Jan 11, 2022
-14.97%
Feb 15, 2001 - May 18, 2001
#11-6.06%
Jan 14, 2022 - Mar 18, 2022
-14.23%
May 5, 2006 - Oct 30, 2006
#12-5.94%
Sep 14, 2023 - Nov 14, 2023
-12.58%
Dec 23, 2004 - Jul 11, 2005
#13-5.80%
Jul 16, 2024 - Aug 21, 2024
-12.18%
Feb 26, 2026 - Apr 24, 2026
#14-5.46%
Feb 9, 2026 - Apr 20, 2026
-10.53%
Sep 1, 2000 - Dec 28, 2000
#15-5.33%
Sep 30, 2016 - Nov 14, 2016
-10.37%
Jul 31, 2024 - Oct 14, 2024

Correlation

Correlation between FTHI and RVT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

FTHI vs RVT dividend yield comparison.

YearFTHIRVT
20263.67%3.41%
20258.70%8.82%
20248.61%8.04%
20238.50%7.35%
20229.06%9.95%
20214.37%8.52%
20204.76%6.44%
20194.21%7.45%
20184.76%10.68%
20174.00%7.17%
20164.41%7.62%
20154.98%10.54%
20143.96%12.70%
20130.00%5.37%
20120.00%5.96%
20110.00%6.36%
20100.00%0.21%
20090.00%2.97%
20080.00%20.50%
20070.00%9.96%
20060.00%6.30%
20050.00%8.02%
20040.00%7.58%
20030.00%7.52%
20020.00%11.40%
20010.00%9.48%
20000.00%10.25%
19990.00%2.53%

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