IWM
Price
$208.89
Change
-$3.89 (-1.83%)
Updated
Jun 13 closing price
Net Assets
63.1B
RVT
Price
$14.62
Change
-$0.28 (-1.88%)
Updated
Jun 13 closing price
Net Assets
1.9B
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IWM vs RVT

Header iconIWM vs RVT Comparison
Open Charts IWM vs RVTBanner chart's image
iShares Russell 2000 ETF
Price$208.89
Change-$3.89 (-1.83%)
Volume$60.58M
Net Assets63.1B
Royce Value Trust
Price$14.62
Change-$0.28 (-1.88%)
Volume$225.85K
Net Assets1.9B
IWM vs RVT Comparison Chart
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IWM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
RVT
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IWM vs. RVT commentary
Jun 16, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IWM is a Hold and RVT is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWM has more net assets: 63.1B vs. RVT (1.9B). RVT has a higher annual dividend yield than IWM: RVT (-3.676) vs IWM (-5.250). IWM was incepted earlier than RVT: IWM (25 years) vs RVT (39 years). IWM (0.19) has a lower expense ratio than RVT (0.97). IWM has a higher turnover RVT (16.00) vs RVT (16.00).
IWMRVTIWM / RVT
Gain YTD-5.250-3.676143%
Net Assets63.1B1.9B3,316%
Total Expense Ratio0.190.9720%
Turnover17.0016.00106%
Yield1.200.33360%
Fund Existence25 years39 years-
TECHNICAL ANALYSIS
Technical Analysis
IWMRVT
RSI
ODDS (%)
Bearish Trend 3 days ago
87%
Bearish Trend 3 days ago
83%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
89%
Bearish Trend 3 days ago
80%
Momentum
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
86%
MACD
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 3 days ago
82%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
84%
Bearish Trend 3 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
84%
Bearish Trend 3 days ago
83%
Advances
ODDS (%)
Bullish Trend 6 days ago
86%
N/A
Declines
ODDS (%)
Bearish Trend 3 days ago
86%
Bearish Trend 3 days ago
84%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 4 days ago
90%
Aroon
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
82%
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IWM
Daily Signalchanged days ago
Gain/Loss if bought
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RVT
Daily Signalchanged days ago
Gain/Loss if bought
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IWM and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWM has been closely correlated with APG. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWM jumps, then APG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWM
1D Price
Change %
IWM100%
-1.83%
APG - IWM
68%
Closely correlated
-0.75%
SSD - IWM
64%
Loosely correlated
-0.73%
LNW - IWM
54%
Loosely correlated
-5.01%
CVNA - IWM
50%
Loosely correlated
-6.87%
FIX - IWM
46%
Loosely correlated
-1.70%
More

RVT and

Correlation & Price change

A.I.dvisor indicates that over the last year, RVT has been closely correlated with ACA. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if RVT jumps, then ACA could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RVT
1D Price
Change %
RVT100%
-1.88%
ACA - RVT
75%
Closely correlated
-2.14%
SEIC - RVT
75%
Closely correlated
-1.41%
APG - RVT
68%
Closely correlated
-0.75%
MKSI - RVT
67%
Closely correlated
-4.67%
ENOV - RVT
67%
Closely correlated
-1.21%
More