RMT vs IUS
Comparison between Royce Micro-Cap Trust Inc (RMT, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).
5-Year PerformanceIUS has outperformed RMT, delivering a return of +13.2% compared to +11.2%
RMT vs IUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RMT vs IUS - Historical Returns
Returns include dividend reinvestment.
RMT vs IUS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RMT | IUS |
|---|---|---|
| 2026 | +32.54% | +13.17% |
| 2025 | +16.36% | +17.23% |
| 2024 | +15.85% | +16.56% |
| 2023 | +16.03% | +21.21% |
| 2022 | -17.73% | -8.85% |
| 2021 | +24.55% | +33.59% |
| 2020 | +28.08% | +14.43% |
| 2019 | +23.34% | +29.34% |
| 2018 | -14.85% | -12.48% |
| 2017 | +25.55% | N/A |
| 2016 | +24.01% | N/A |
| 2015 | -16.65% | N/A |
| 2014 | +4.96% | N/A |
| 2013 | +45.52% | N/A |
| 2012 | +12.91% | N/A |
| 2011 | -7.91% | N/A |
| 2010 | +31.11% | N/A |
| 2009 | +31.18% | N/A |
| 2008 | -45.83% | N/A |
| 2007 | -20.10% | N/A |
| 2006 | +25.82% | N/A |
| 2005 | +10.12% | N/A |
| 2004 | +32.63% | N/A |
| 2003 | +60.28% | N/A |
| 2002 | -12.03% | N/A |
| 2001 | +29.99% | N/A |
| 2000 | +12.78% | N/A |
| 1999 | +11.57% | N/A |
RMT vs IUS Drawdown Comparison
The maximum drawdown for RMT was -73.93%, occurring on Mar 9, 2009. Recovery took 1607 trading sessions.
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current RMT drawdown is -3.44%. The current IUS drawdown is -2.12%.
| Rank | RMT | IUS |
|---|---|---|
| #1 | -73.93% Feb 23, 2007 - Jul 12, 2013 | -34.66% Feb 12, 2020 - Sep 2, 2020 |
| #2 | -50.36% Aug 31, 2018 - Nov 16, 2020 | -18.73% Mar 29, 2022 - Jun 30, 2023 |
| #3 | -41.33% May 6, 2002 - Aug 21, 2003 | -15.62% Nov 29, 2024 - Jul 1, 2025 |
| #4 | -32.84% Jul 3, 2014 - Dec 23, 2016 | -14.49% Oct 2, 2018 - May 1, 2019 |
| #5 | -30.71% Nov 8, 2021 - Jul 15, 2024 | -9.03% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -26.38% Jan 24, 2025 - Aug 13, 2025 | -8.08% Sep 2, 2020 - Nov 9, 2020 |
| #7 | -24.20% Jul 20, 2001 - Dec 26, 2001 | -7.80% Jan 4, 2022 - Mar 28, 2022 |
| #8 | -17.66% Apr 12, 2004 - Oct 1, 2004 | -7.05% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -17.16% May 10, 2006 - Nov 10, 2006 | -6.91% May 1, 2019 - Jun 21, 2019 |
| #10 | -15.79% Dec 28, 2004 - Jul 20, 2005 | -6.23% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -15.51% Feb 2, 2001 - May 17, 2001 | -6.15% Feb 11, 2026 - Apr 14, 2026 |
| #12 | -14.30% Mar 22, 2000 - Sep 12, 2000 | -4.97% Mar 28, 2024 - Jun 17, 2024 |
| #13 | -13.22% Sep 13, 2000 - Jan 18, 2001 | -4.60% Sep 12, 2019 - Oct 25, 2019 |
| #14 | -11.71% Aug 3, 2005 - Nov 23, 2005 | -4.52% Nov 16, 2021 - Dec 10, 2021 |
| #15 | -11.36% Oct 27, 2025 - Dec 10, 2025 | -4.52% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between RMT and IUS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
RMT vs IUS dividend yield comparison.
| Year | RMT | IUS |
|---|---|---|
| 2026 | 1.38% | 0.33% |
| 2025 | 7.57% | 1.48% |
| 2024 | 7.59% | 1.52% |
| 2023 | 8.01% | 1.72% |
| 2022 | 10.94% | 1.78% |
| 2021 | 7.27% | 1.46% |
| 2020 | 6.03% | 1.74% |
| 2019 | 7.96% | 1.77% |
| 2018 | 10.11% | 0.73% |
| 2017 | 7.31% | 0.00% |
| 2016 | 7.84% | 0.00% |
| 2015 | 17.36% | 0.00% |
| 2014 | 28.77% | 0.00% |
| 2013 | 10.94% | 0.00% |
| 2012 | 5.40% | 0.00% |
| 2011 | 4.56% | 0.00% |
| 2010 | 0.82% | 0.00% |
| 2009 | 2.99% | 0.00% |
| 2008 | 21.17% | 0.00% |
| 2007 | 11.28% | 0.00% |
| 2006 | 7.72% | 0.00% |
| 2005 | 12.71% | 0.00% |
| 2004 | 8.73% | 0.00% |
| 2003 | 7.30% | 0.00% |
| 2002 | 9.48% | 0.00% |
| 2001 | 5.43% | 0.00% |
| 2000 | 19.95% | 0.00% |
| 1999 | 3.00% | 0.00% |
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