RVT Vs. SQLV: Competing Royce Small-Cap Value Funds

Summary

• The Royce Value Trust CEF invests in value-oriented stocks of small-cap and micro-cap companies. The fund benchmarks the performance of its portfolio against the Russell 2000 Index.
• The Royce Quant Small-Cap Quality Value ETF is under the Legg Mason ETF Investment Trust. The fund also benchmarks the performance of its portfolio against the Russell 2000 Index.
• Both funds are evaluated and then compared against each other. Other SCV fund possibilities are listed with some article links.
• Despite Royce Investment Partners' involvement in both funds, there are differences that give investors the ability to decide which fits into their own portfolio strategy best.
• The funds show a mixed picture when it comes to return and risk data, so while both rate a Buy, my preference is for RVT based on its large discount.
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syahrir maulana

Analyst’s Disclosure:I/we have a beneficial long position in the shares of XSVM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.