RVT ETF

RVT ETF
$18.45
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Fund Essentials - as of Jun 30, 2026

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+20.83%
5 Year+10.89%
10 Year+10.09%

Asset Allocation

Stocks: 95.27%
Other: 4.73%
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Top Holdings

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TickerNameWeight
-Fixed Inc Clearing Corp.Repo4.25%
IESCIes Holdings3.45%
KWRQuaker Chemical Corp.1.08%
APGApi Group Corp1.07%
AGOAssured Guaranty Ltd. Common Stock1.06%
Top 10 Concentration: 15.74%Report Date: Jun 30, 2026
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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 10.89%. RVT dividend yield stands at 6.98%, paid quarterly.

RVT top holdings include Fixed Inc Clearing Corp.Repo (4.3%), Ies Holdings (3.5%), Quaker Chemical Corp. (1.1%), Api Group Corp (1.1%), Assured Guaranty Ltd. Common Stock (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
+20.83%

Top 10 Holdings (15.7% of portfolio)

#TickerNameSectorWeight
1-Fixed Inc Clearing Corp.RepoOther4.25%
2IESCIes HoldingsIndustrials3.45%
3KWRQuaker Chemical Corp.Materials1.08%
4APGApi Group CorpIndustrials1.07%
5AGOAssured Guaranty Ltd. Common StockFinancials1.06%
6FROGJFrog Ltd.Information Technology1.02%
7ACAArcosa IncMaterials0.99%
8ESIElement Solutions IncMaterials0.96%
9IGICInternational General Insurance Holdings Ltd.Financials0.95%
10DORMDorman Products IncConsumer Discretionary0.91%