JMOM vs RVT
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and Royce Value Trust Inc (RVT, ETF).
5-Year PerformanceJMOM has outperformed RVT, delivering a return of +16.2% compared to +8.5%
JMOM vs RVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JMOM vs RVT - Historical Returns
Returns include dividend reinvestment.
JMOM vs RVT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | RVT |
|---|---|---|
| 2026 | +22.90% | +15.28% |
| 2025 | +17.75% | +11.92% |
| 2024 | +29.74% | +18.41% |
| 2023 | +23.74% | +18.08% |
| 2022 | -20.41% | -26.09% |
| 2021 | +26.82% | +34.95% |
| 2020 | +28.12% | +18.13% |
| 2019 | +28.88% | +33.02% |
| 2018 | -5.24% | -20.88% |
| 2017 | +3.32% | +30.93% |
| 2016 | N/A | +23.90% |
| 2015 | N/A | -9.38% |
| 2014 | N/A | +3.09% |
| 2013 | N/A | +22.06% |
| 2012 | N/A | +14.47% |
| 2011 | N/A | -11.90% |
| 2010 | N/A | +32.59% |
| 2009 | N/A | +29.44% |
| 2008 | N/A | -47.25% |
| 2007 | N/A | -7.18% |
| 2006 | N/A | +17.77% |
| 2005 | N/A | +8.78% |
| 2004 | N/A | +31.02% |
| 2003 | N/A | +35.56% |
| 2002 | N/A | -6.88% |
| 2001 | N/A | +20.00% |
| 2000 | N/A | +19.43% |
| 1999 | N/A | +11.14% |
JMOM vs RVT Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for RVT was -72.45%, occurring on Mar 9, 2009. Recovery took 1568 trading sessions.
The current JMOM drawdown is -0.13%. The current RVT drawdown is -2.68%.
| Rank | JMOM | RVT |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -72.45% Feb 26, 2007 - May 17, 2013 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -47.07% Feb 20, 2020 - Nov 11, 2020 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -35.17% Apr 19, 2002 - Sep 18, 2003 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -32.83% Dec 31, 2021 - Jul 31, 2024 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -31.74% Sep 20, 2018 - Jan 16, 2020 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -27.77% Jul 3, 2014 - Nov 14, 2016 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -23.46% Jan 23, 2025 - Aug 26, 2025 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -21.99% Jun 7, 2001 - Dec 6, 2001 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -15.36% Feb 18, 2004 - Sep 7, 2004 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -14.97% Feb 15, 2001 - May 18, 2001 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -14.23% May 5, 2006 - Oct 30, 2006 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -12.58% Dec 23, 2004 - Jul 11, 2005 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -12.18% Feb 26, 2026 - Apr 24, 2026 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -10.53% Sep 1, 2000 - Dec 28, 2000 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -10.37% Jul 31, 2024 - Oct 14, 2024 |
Correlation
Correlation between JMOM and RVT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
JMOM vs RVT dividend yield comparison.
| Year | JMOM | RVT |
|---|---|---|
| 2026 | 0.15% | 3.40% |
| 2025 | 0.86% | 8.82% |
| 2024 | 0.75% | 8.04% |
| 2023 | 1.21% | 7.35% |
| 2022 | 1.39% | 9.95% |
| 2021 | 0.64% | 8.52% |
| 2020 | 0.85% | 6.44% |
| 2019 | 1.11% | 7.45% |
| 2018 | 1.38% | 10.68% |
| 2017 | 0.29% | 7.17% |
| 2016 | 0.00% | 7.62% |
| 2015 | 0.00% | 10.54% |
| 2014 | 0.00% | 12.70% |
| 2013 | 0.00% | 5.37% |
| 2012 | 0.00% | 5.96% |
| 2011 | 0.00% | 6.36% |
| 2010 | 0.00% | 0.21% |
| 2009 | 0.00% | 2.97% |
| 2008 | 0.00% | 20.50% |
| 2007 | 0.00% | 9.96% |
| 2006 | 0.00% | 6.30% |
| 2005 | 0.00% | 8.02% |
| 2004 | 0.00% | 7.58% |
| 2003 | 0.00% | 7.52% |
| 2002 | 0.00% | 11.40% |
| 2001 | 0.00% | 9.48% |
| 2000 | 0.00% | 10.25% |
| 1999 | 0.00% | 2.53% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks