PWB vs RVT
Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and Royce Value Trust Inc (RVT, ETF).
5-Year PerformancePWB has outperformed RVT, delivering a return of +16.8% compared to +8.8%
PWB vs RVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PWB vs RVT - Historical Returns
Returns include dividend reinvestment.
PWB vs RVT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PWB | RVT |
|---|---|---|
| 2026 | +25.41% | +16.63% |
| 2025 | +24.92% | +11.92% |
| 2024 | +33.11% | +18.41% |
| 2023 | +32.25% | +18.08% |
| 2022 | -25.87% | -26.09% |
| 2021 | +20.63% | +34.95% |
| 2020 | +31.03% | +18.13% |
| 2019 | +24.71% | +33.02% |
| 2018 | +0.24% | -20.88% |
| 2017 | +29.93% | +30.93% |
| 2016 | +5.00% | +23.90% |
| 2015 | +7.96% | -9.38% |
| 2014 | +14.05% | +3.09% |
| 2013 | +33.83% | +22.06% |
| 2012 | +17.97% | +14.47% |
| 2011 | -0.70% | -11.90% |
| 2010 | +12.60% | +32.59% |
| 2009 | +30.14% | +29.44% |
| 2008 | -41.42% | -47.25% |
| 2007 | +12.42% | -7.18% |
| 2006 | +3.53% | +17.77% |
| 2005 | +6.67% | +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% |
PWB vs RVT Drawdown Comparison
The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.
The maximum drawdown for RVT was -72.45%, occurring on Mar 9, 2009. Recovery took 1568 trading sessions.
The current PWB drawdown is -4.14%. The current RVT drawdown is -1.94%.
| Rank | PWB | RVT |
|---|---|---|
| #1 | -52.58% Oct 12, 2007 - Mar 26, 2012 | -72.45% Feb 26, 2007 - May 17, 2013 |
| #2 | -32.36% Feb 19, 2020 - Jul 2, 2020 | -47.07% Feb 20, 2020 - Nov 11, 2020 |
| #3 | -31.41% Dec 27, 2021 - Jan 24, 2024 | -35.17% Apr 19, 2002 - Sep 18, 2003 |
| #4 | -22.10% Feb 18, 2025 - Jun 2, 2025 | -32.83% Dec 31, 2021 - Jul 31, 2024 |
| #5 | -20.50% Oct 1, 2018 - Apr 5, 2019 | -31.74% Sep 20, 2018 - Jan 16, 2020 |
| #6 | -13.94% Jul 20, 2015 - Jul 8, 2016 | -27.77% Jul 3, 2014 - Nov 14, 2016 |
| #7 | -13.46% Feb 12, 2021 - Apr 15, 2021 | -23.46% Jan 23, 2025 - Aug 26, 2025 |
| #8 | -12.18% Apr 6, 2006 - Dec 11, 2006 | -21.99% Jun 7, 2001 - Dec 6, 2001 |
| #9 | -12.11% Jan 29, 2026 - Apr 13, 2026 | -15.36% Feb 18, 2004 - Sep 7, 2004 |
| #10 | -10.04% Jul 16, 2024 - Sep 19, 2024 | -14.97% Feb 15, 2001 - May 18, 2001 |
| #11 | -9.98% Jan 26, 2018 - May 21, 2018 | -14.23% May 5, 2006 - Oct 30, 2006 |
| #12 | -9.63% Sep 2, 2020 - Nov 5, 2020 | -12.58% Dec 23, 2004 - Jul 11, 2005 |
| #13 | -9.53% May 2, 2012 - Sep 6, 2012 | -12.18% Feb 26, 2026 - Apr 24, 2026 |
| #14 | -9.16% Jul 17, 2007 - Sep 21, 2007 | -10.53% Sep 1, 2000 - Dec 28, 2000 |
| #15 | -8.75% Oct 29, 2025 - Jan 6, 2026 | -10.37% Jul 31, 2024 - Oct 14, 2024 |
Correlation
Correlation between PWB and RVT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PWB vs RVT dividend yield comparison.
| Year | PWB | RVT |
|---|---|---|
| 2026 | 0.00% | 3.36% |
| 2025 | 0.00% | 8.82% |
| 2024 | 0.08% | 8.04% |
| 2023 | 0.37% | 7.35% |
| 2022 | 0.31% | 9.95% |
| 2021 | 0.04% | 8.52% |
| 2020 | 0.21% | 6.44% |
| 2019 | 0.58% | 7.45% |
| 2018 | 0.97% | 10.68% |
| 2017 | 0.54% | 7.17% |
| 2016 | 0.82% | 7.62% |
| 2015 | 0.67% | 10.54% |
| 2014 | 0.43% | 12.70% |
| 2013 | 0.42% | 5.37% |
| 2012 | 1.12% | 5.96% |
| 2011 | 0.89% | 6.36% |
| 2010 | 0.64% | 0.21% |
| 2009 | 0.60% | 2.97% |
| 2008 | 0.71% | 20.50% |
| 2007 | 0.19% | 9.96% |
| 2006 | 0.12% | 6.30% |
| 2005 | 0.02% | 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% |
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