RVT ETF

RVT ETF
$19.03
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Fund Essentials - as of Dec 31, 2025

Net Assets
$1.7B
Expense Ratio
1.34%
Dividend Yield (Current)
6.98%
Holdings
473
Inception Date
Nov 19, 1986
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+19.30%
1 Year+36.22%
3 Year+20.81%
5 Year+10.87%
10 Year+10.08%

Asset Allocation

Stocks: 96.06%
Bonds: 3.27%
Other: 0.67%
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Top Holdings

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TickerNameWeight
-Fixed Inc Clearing Corp.Repo 2026-02-023.27%
IESCIes Holdings2.22%
AGOAssured Guaranty Ltd. Common Stock1.42%
JTWO:LNApi Group Corporation Common Stock1.17%
ESABESAB Corp1.09%
Top 10 Concentration: 14.39%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
6.98%
Frequency
Quarterly
Latest Distribution
$0.31
Jun 11, 2026
12M Distributions
4 payments
Total: $1.44

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

RVT ETF Overview

RVT ETF (Royce Small-Cap Trust Inc) is managed by Franklin Templeton Investments (US) with $1.70B in net assets. RVT expense ratio is 1.34%, holding 473 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1986-11-19.

RVT performance shows a YTD return of 19.30%. The 1-year return is 36.22% and the 5-year return is 10.87%. RVT dividend yield stands at 6.98%, paid quarterly.

RVT top holdings include Fixed Inc Clearing Corp.Repo 2026-02-02 (3.3%), Ies Holdings (2.2%), Assured Guaranty Ltd. Common Stock (1.4%), Api Group Corporation Common Stock (1.2%), ESAB Corp (1.1%). Go to all RVT holdings, RVT sectors, or RVT dividends.

RVT can be compared against other funds. Use RVT overlap to find shared positions, or RVT vs another fund for a side-by-side view. RVT alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-2.73%
YTD
+19.30%
1 Year
+36.22%
3 Year
+20.81%

Top 10 Holdings (14.4% of portfolio)

#TickerNameSectorWeight
1-Fixed Inc Clearing Corp.Repo 2026-02-02Other3.27%
2IESCIes HoldingsIndustrials2.22%
3AGOAssured Guaranty Ltd. Common StockFinancials1.42%
4JTWO:LNApi Group Corporation Common StockIndustrials1.17%
5ESABESAB CorpIndustrials1.09%
6ACAArcosa IncMaterials1.08%
7SIISprott Inc. Common SharesFinancials1.05%
8BRCBrady CorpIndustrials1.04%
9IGICInternational General Insurance Holdings Ltd.Financials1.03%
10ELF:CAE-L Financial Corp. Ltd.Financials1.02%