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TAN vs RVT

Comparison between INVESCO SOLAR ETF (TAN, ETF) and Royce Value Trust Inc (RVT, ETF).

5-Year PerformanceRVT has outperformed TAN, delivering a return of +8.5% compared to -5.9%

TAN vs RVT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TAN
$2.30B
Winner
RVT
$2.40B
Expense Ratio
TAN
0.70%
RVT
N/A
Max Drawdown
TAN
95.67%
Winner
RVT
79.08%
Sharpe Ratio
Winner
TAN
1.75
RVT
1.46
5Y Beta
TAN
1.01
Winner
RVT
1.00
P/E Ratio
TAN
109.85
RVT
N/A
Forward P/E
TAN
20.38
RVT
N/A
5Y Dividends CAGR
TAN
-5.57%
Winner
RVT
10.29%
Debt to Equity
TAN
60.62%
RVT
N/A

TAN vs RVT - Historical Returns

Returns include dividend reinvestment.

1M
TAN
-3.24%
Winner
RVT
+2.85%
3M
TAN
+7.07%
Winner
RVT
+9.45%
6M
Winner
TAN
+25.35%
RVT
+15.64%
1Y
Winner
TAN
+86.46%
RVT
+33.76%
5Y(CAGR)
TAN
-5.87%
Winner
RVT
+8.53%
10Y(CAGR)
TAN
+12.46%
Winner
RVT
+13.21%
Max(CAGR)
TAN
-6.53%
Winner
RVT
+10.13%

TAN vs RVT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTANRVT
2026+17.40%+15.28%
2025+41.43%+11.92%
2024-36.09%+18.41%
2023-26.01%+18.08%
2022-7.07%-26.09%
2021-26.67%+34.95%
2020+222.03%+18.13%
2019+64.40%+33.02%
2018-27.28%-20.88%
2017+50.84%+30.93%
2016-43.47%+23.90%
2015-8.44%-9.38%
2014-8.24%+3.09%
2013+117.08%+22.06%
2012-35.20%+14.47%
2011-66.30%-11.90%
2010-31.04%+32.59%
2009+10.57%+29.44%
2008-66.23%-47.25%
2007N/A-7.18%
2006N/A+17.77%
2005N/A+8.78%
2004N/A+31.02%
2003N/A+35.56%
2002N/A-6.88%
2001N/A+20.00%
2000N/A+19.43%
1999N/A+11.14%

TAN vs RVT Drawdown Comparison

The maximum drawdown for TAN was -95.64%, occurring on Nov 20, 2012. This drawdown has not yet recovered.

The maximum drawdown for RVT was -72.45%, occurring on Mar 9, 2009. Recovery took 1568 trading sessions.

The current TAN drawdown is -74.18%. The current RVT drawdown is -2.68%.

RankTANRVT
#1-95.64%
May 16, 2008 - Nov 20, 2012
-72.45%
Feb 26, 2007 - May 17, 2013
#2-6.53%
Apr 16, 2008 - May 13, 2008
-47.07%
Feb 20, 2020 - Nov 11, 2020
#3-0.10%
May 14, 2008 - May 16, 2008
-35.17%
Apr 19, 2002 - Sep 18, 2003
#4N/A-32.83%
Dec 31, 2021 - Jul 31, 2024
#5N/A-31.74%
Sep 20, 2018 - Jan 16, 2020
#6N/A-27.77%
Jul 3, 2014 - Nov 14, 2016
#7N/A-23.46%
Jan 23, 2025 - Aug 26, 2025
#8N/A-21.99%
Jun 7, 2001 - Dec 6, 2001
#9N/A-15.36%
Feb 18, 2004 - Sep 7, 2004
#10N/A-14.97%
Feb 15, 2001 - May 18, 2001
#11N/A-14.23%
May 5, 2006 - Oct 30, 2006
#12N/A-12.58%
Dec 23, 2004 - Jul 11, 2005
#13N/A-12.18%
Feb 26, 2026 - Apr 24, 2026
#14N/A-10.53%
Sep 1, 2000 - Dec 28, 2000
#15N/A-10.37%
Jul 31, 2024 - Oct 14, 2024

Correlation

Correlation between TAN and RVT is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

0.07
-101

Dividend Comparison (1999 - 2026)

TAN vs RVT dividend yield comparison.

YearTANRVT
20260.00%3.40%
20250.00%8.82%
20240.50%8.04%
20230.09%7.35%
20220.00%9.95%
20210.00%8.52%
20200.09%6.44%
20190.30%7.45%
20180.69%10.68%
20171.77%7.17%
20165.04%7.62%
20151.60%10.54%
20141.88%12.70%
20131.28%5.37%
20129.10%5.96%
20110.85%6.36%
20100.04%0.21%
20090.00%2.97%
20080.01%20.50%
20070.00%9.96%
20060.00%6.30%
20050.00%8.02%
20040.00%7.58%
20030.00%7.52%
20020.00%11.40%
20010.00%9.48%
20000.00%10.25%
19990.00%2.53%

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