StockComparison Logo
vs

GUSA vs RVT

Comparison between GOLDMAN SACHS MARKETBETA(R) U.S. 1000 EQUITY ETF (GUSA, ETF) and Royce Value Trust Inc (RVT, ETF).

GUSA vs RVT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GUSA
$2.40B
RVT
$2.40B
Expense Ratio
GUSA
0.10%
RVT
N/A
Max Drawdown
Winner
GUSA
19.91%
RVT
79.08%
Sharpe Ratio
Winner
GUSA
1.51
RVT
1.37
5Y Beta
Winner
GUSA
0.95
RVT
1.00
P/E Ratio
GUSA
28.85
RVT
N/A
Forward P/E
GUSA
21.43
RVT
N/A
5Y Dividends CAGR
GUSA
N/A
RVT
10.29%
5Y EPS CAGR
GUSA
24.93%
RVT
N/A
P/S Ratio
GUSA
3.52
RVT
N/A
P/B Ratio
GUSA
5.41
RVT
N/A

GUSA vs RVT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GUSA
+2.44%
RVT
+2.27%
3M
Winner
GUSA
+12.97%
RVT
+10.36%
6M
GUSA
+11.29%
Winner
RVT
+16.88%
1Y
GUSA
+26.27%
Winner
RVT
+34.20%
5Y(CAGR)
Winner
GUSA
+14.98%
RVT
+7.78%
10Y(CAGR)
GUSA
N/A
RVT
+13.27%
Max(CAGR)
Winner
GUSA
+14.98%
RVT
+10.18%

GUSA vs RVT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGUSARVT
2026+10.66%+16.38%
2025+17.75%+11.92%
2024+25.28%+18.41%
2023+26.99%+18.08%
2022-12.70%-26.09%
2021N/A+34.95%
2020N/A+18.13%
2019N/A+33.02%
2018N/A-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%

GUSA vs RVT Drawdown Comparison

The maximum drawdown for GUSA was -19.61%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

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

The current GUSA drawdown is -0.64%. The current RVT drawdown is -1.76%.

RankGUSARVT
#1-19.61%
Feb 19, 2025 - Jun 26, 2025
-72.45%
Feb 26, 2007 - May 17, 2013
#2-19.30%
Apr 20, 2022 - Jun 30, 2023
-47.07%
Feb 20, 2020 - Nov 11, 2020
#3-10.25%
Jul 31, 2023 - Dec 1, 2023
-35.17%
Apr 19, 2002 - Sep 18, 2003
#4-9.01%
Jan 12, 2026 - Apr 15, 2026
-32.83%
Dec 31, 2021 - Jul 31, 2024
#5-8.61%
Jul 16, 2024 - Sep 19, 2024
-31.74%
Sep 20, 2018 - Jan 16, 2020
#6-5.69%
Mar 28, 2024 - May 15, 2024
-27.77%
Jul 3, 2014 - Nov 14, 2016
#7-5.26%
Oct 28, 2025 - Dec 10, 2025
-23.46%
Jan 23, 2025 - Aug 26, 2025
#8-4.33%
Dec 6, 2024 - Jan 23, 2025
-21.99%
Jun 7, 2001 - Dec 6, 2001
#9-4.31%
Jun 2, 2026 - Jun 10, 2026
-15.36%
Feb 18, 2004 - Sep 7, 2004
#10-2.98%
Oct 8, 2025 - Oct 24, 2025
-14.97%
Feb 15, 2001 - May 18, 2001
#11-2.73%
Dec 11, 2025 - Dec 24, 2025
-14.23%
May 5, 2006 - Oct 30, 2006
#12-2.58%
Oct 18, 2024 - Nov 6, 2024
-12.58%
Dec 23, 2004 - Jul 11, 2005
#13-2.36%
Jul 25, 2025 - Aug 12, 2025
-12.18%
Feb 26, 2026 - Apr 24, 2026
#14-2.17%
Nov 11, 2024 - Nov 25, 2024
-10.53%
Sep 1, 2000 - Dec 28, 2000
#15-2.16%
Dec 28, 2023 - Jan 19, 2024
-10.37%
Jul 31, 2024 - Oct 14, 2024

Correlation

Correlation between GUSA and RVT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

GUSA vs RVT dividend yield comparison.

YearGUSARVT
20260.29%3.37%
20250.99%8.82%
20241.16%8.04%
20231.36%7.35%
20221.00%9.95%
20210.00%8.52%
20200.00%6.44%
20190.00%7.45%
20180.00%10.68%
20170.00%7.17%
20160.00%7.62%
20150.00%10.54%
20140.00%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%

Select Stocks to Compare