RMT vs SDVD

Comparison between Royce Micro-Cap Trust Inc (RMT, ETF) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF).

RMT vs SDVD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RMT(ETF)	SDVD(ETF)
Net Assets	$896M	$893M
Expense Ratio	N/A	0.85%
Max Drawdown	80.41%	26.71%
Sharpe Ratio	2.17	1.16
5Y Beta	1.05	0.85
P/E Ratio	N/A	17.84
Forward P/E	N/A	15.58
PEG Ratio	N/A	0.27
5Y Dividends CAGR	9.00%	N/A
5Y EPS CAGR	N/A	18.49%
Debt to Equity	N/A	14.66%
P/S Ratio	N/A	2.15
P/B Ratio	N/A	2.67

Net Assets

Winner

RMT

$896M

SDVD

$893M

Expense Ratio

RMT

N/A

SDVD

0.85%

Max Drawdown

RMT

80.41%

Winner

SDVD

26.71%

Sharpe Ratio

Winner

RMT

2.17

SDVD

1.16

5Y Beta

RMT

1.05

Winner

SDVD

0.85

P/E Ratio

RMT

N/A

SDVD

17.84

Forward P/E

RMT

N/A

SDVD

15.58

PEG Ratio

RMT

N/A

SDVD

0.27

5Y Dividends CAGR

RMT

9.00%

SDVD

N/A

5Y EPS CAGR

RMT

N/A

SDVD

18.49%

Debt to Equity

RMT

N/A

SDVD

14.66%

P/S Ratio

RMT

N/A

SDVD

2.15

P/B Ratio

RMT

N/A

SDVD

2.67

RMT vs SDVD - Historical Returns

Returns include dividend reinvestment.

Period	RMT	SDVD
1 month	-1.26%	+2.64%
3 months	+8.77%	+2.40%
6 months	+24.82%	+6.96%
1 year	+60.07%	+21.95%
5 years(CAGR)	+12.41%	N/A
10 years(CAGR)	+15.20%	N/A
Max(CAGR)	+12.08%	+15.23%

RMT

-1.26%

Winner

SDVD

+2.64%

Winner

RMT

+8.77%

SDVD

+2.40%

Winner

RMT

+24.82%

SDVD

+6.96%

Winner

RMT

+60.07%

SDVD

+21.95%

5Y(CAGR)

RMT

+12.41%

SDVD

N/A

10Y(CAGR)

RMT

+15.20%

SDVD

N/A

Max(CAGR)

RMT

+12.08%

Winner

SDVD

+15.23%

RMT vs SDVD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RMT	SDVD
2026	+38.08%	+12.27%
2025	+16.36%	+9.04%
2024	+15.85%	+12.70%
2023	+16.03%	+10.26%
2022	-17.73%	N/A
2021	+24.55%	N/A
2020	+28.08%	N/A
2019	+23.34%	N/A
2018	-14.85%	N/A
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 SDVD Drawdown Comparison

The maximum drawdown for RMT was -73.93%, occurring on Mar 9, 2009. Recovery took 1607 trading sessions.

The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

The current RMT drawdown is -3.95%. The current SDVD drawdown is -1.97%.

Rank	RMT	SDVD
#1	-73.93% Feb 23, 2007 - Jul 12, 2013	-24.15% Nov 25, 2024 - Dec 11, 2025
#2	-50.36% Aug 31, 2018 - Nov 16, 2020	-11.02% Sep 1, 2023 - Dec 1, 2023
#3	-41.33% May 6, 2002 - Aug 21, 2003	-9.67% Jul 31, 2024 - Oct 11, 2024
#4	-32.84% Jul 3, 2014 - Dec 23, 2016	-8.75% Feb 26, 2026 - Jun 24, 2026
#5	-30.71% Nov 8, 2021 - Jul 15, 2024	-6.86% Mar 28, 2024 - Jul 15, 2024
#6	-26.38% Jan 24, 2025 - Aug 13, 2025	-5.38% Dec 26, 2023 - Feb 29, 2024
#7	-24.20% Jul 20, 2001 - Dec 26, 2001	-3.95% Aug 11, 2023 - Sep 1, 2023
#8	-17.66% Apr 12, 2004 - Oct 1, 2004	-3.92% Oct 17, 2024 - Nov 6, 2024
#9	-17.16% May 10, 2006 - Nov 10, 2006	-2.50% Nov 11, 2024 - Nov 22, 2024
#10	-15.79% Dec 28, 2004 - Jul 20, 2005	-2.40% Dec 11, 2025 - Jan 5, 2026
#11	-15.51% Feb 2, 2001 - May 17, 2001	-2.40% Feb 20, 2026 - Feb 26, 2026
#12	-14.30% Mar 22, 2000 - Sep 12, 2000	-2.36% Jul 16, 2024 - Jul 26, 2024
#13	-13.22% Sep 13, 2000 - Jan 18, 2001	-2.20% Jul 6, 2026 - Jul 16, 2026
#14	-11.71% Aug 3, 2005 - Nov 23, 2005	-2.16% Jul 17, 2026 - Jul 20, 2026
#15	-11.36% Oct 27, 2025 - Dec 10, 2025	-1.59% Jan 15, 2026 - Jan 21, 2026

Correlation

Correlation between RMT and SDVD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

RMT vs SDVD dividend yield comparison.

Year	RMT	SDVD
2026	2.84%	5.46%
2025	7.57%	8.36%
2024	7.59%	9.26%
2023	8.01%	3.18%
2022	10.94%	0.00%
2021	7.27%	0.00%
2020	6.03%	0.00%
2019	7.96%	0.00%
2018	10.11%	0.00%
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%