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RMT vs SPY

Comparison between Royce Micro-Cap Trust Inc (RMT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RMT, delivering a return of +13.3% compared to +11.2%

RMT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RMT
$792M
Winner
SPY
$735B
Expense Ratio
RMT
N/A
SPY
0.09%
Max Drawdown
RMT
80.41%
Winner
SPY
56.47%
Sharpe Ratio
Winner
RMT
2.46
SPY
1.62
5Y Beta
RMT
1.04
Winner
SPY
1.00
P/E Ratio
RMT
N/A
SPY
28.99
Forward P/E
RMT
N/A
SPY
22.37
5Y Dividends CAGR
Winner
RMT
9.95%
SPY
5.43%
5Y EPS CAGR
RMT
N/A
SPY
26.05%
Debt to Equity
RMT
N/A
SPY
32.40%
P/S Ratio
RMT
N/A
SPY
3.74
P/B Ratio
RMT
N/A
SPY
5.61

RMT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RMT
+1.18%
Winner
SPY
+1.90%
3M
Winner
RMT
+15.36%
SPY
+8.55%
6M
Winner
RMT
+35.00%
SPY
+8.18%
1Y
Winner
RMT
+66.06%
SPY
+25.79%
5Y(CAGR)
RMT
+11.16%
Winner
SPY
+13.32%
10Y(CAGR)
RMT
+15.08%
Winner
SPY
+15.19%
Max(CAGR)
Winner
RMT
+11.97%
SPY
+8.47%

RMT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRMTSPY
2026+32.54%+8.26%
2025+16.36%+18.00%
2024+15.85%+25.59%
2023+16.03%+26.72%
2022-17.73%-18.64%
2021+24.55%+30.52%
2020+28.08%+17.28%
2019+23.34%+31.09%
2018-14.85%-5.24%
2017+25.55%+20.78%
2016+24.01%+13.59%
2015-16.65%+1.31%
2014+4.96%+14.56%
2013+45.52%+29.00%
2012+12.91%+14.17%
2011-7.91%+0.85%
2010+31.11%+13.14%
2009+31.18%+22.67%
2008-45.83%-36.25%
2007-20.10%+5.32%
2006+25.82%+13.85%
2005+10.12%+5.32%
2004+32.63%+10.75%
2003+60.28%+24.18%
2002-12.03%-22.42%
2001+29.99%-10.13%
2000+12.78%-8.84%
1999+11.57%+8.61%

RMT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RMT drawdown is -3.44%. The current SPY drawdown is -2.90%.

RankRMTSPY
#1-73.93%
Feb 23, 2007 - Jul 12, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-50.36%
Aug 31, 2018 - Nov 16, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-41.33%
May 6, 2002 - Aug 21, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.84%
Jul 3, 2014 - Dec 23, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.71%
Nov 8, 2021 - Jul 15, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-26.38%
Jan 24, 2025 - Aug 13, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.20%
Jul 20, 2001 - Dec 26, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.66%
Apr 12, 2004 - Oct 1, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.16%
May 10, 2006 - Nov 10, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.79%
Dec 28, 2004 - Jul 20, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.51%
Feb 2, 2001 - May 17, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.30%
Mar 22, 2000 - Sep 12, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.22%
Sep 13, 2000 - Jan 18, 2001		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.71%
Aug 3, 2005 - Nov 23, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.36%
Oct 27, 2025 - Dec 10, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RMT and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

RMT vs SPY dividend yield comparison.

YearRMTSPY
20261.38%0.24%
20257.57%1.07%
20247.59%1.21%
20238.01%1.40%
202210.94%1.65%
20217.27%1.20%
20206.03%1.52%
20197.96%1.75%
201810.11%2.04%
20177.31%1.80%
20167.84%2.03%
201517.36%2.06%
201428.77%1.87%
201310.94%1.81%
20125.40%2.18%
20114.56%2.05%
20100.82%1.80%
20092.99%1.95%
200821.17%3.02%
200711.28%1.85%
20067.72%1.73%
200512.71%1.73%
20048.73%1.82%
20037.30%1.47%
20029.48%1.70%
20015.43%1.25%
200019.95%1.15%
19993.00%0.24%

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