COAL vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricCOALVYMWinner
Expense Ratio0.85%0.04%
AUM$49M$79.0B
Dividend Yield2.61%2.86%
Holdings30568
YTD Return+4.82%+16.78%
1Y Return+16.48%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)24.9%14.6%
Max Drawdown-43.3%-58.8%
Fund FamilyRange ETFsVanguard (US)
CategoryEquityEquity
InceptionJan 10, 2024Nov 10, 2006

COAL vs VYM Performance

Range Global Coal Index ETF (COAL) is a ETF from Range ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year COAL returned +16.48% while VYM returned +24.43%. Year to date, COAL is up 4.82% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

COAL has been the more volatile fund, with annualized monthly volatility of 24.9% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -43.3% for COAL and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

COAL charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, COAL currently yields 2.61% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

COAL and VYM share 2 holdings out of 585 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in COALWeight in VYMDifference
CNR5.78%0.02%5.76%
BTU3.29%0.02%3.27%

Frequently Asked Questions

Which is cheaper, COAL or VYM?

COAL has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, COAL or VYM?

Over the past year COAL returned +16.48% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), COAL annualized -0.17% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, COAL or VYM?

COAL has been the more volatile fund at 24.9% annualized versus 14.6% for VYM. Worst drawdown: COAL -43.3% vs VYM -58.8%.

Should I hold both COAL and VYM?

COAL and VYM have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between COAL and VYM?

COAL and VYM share 2 common holdings with a 0.0% weight overlap. Combined, they hold 585 unique securities.

Which pays a higher dividend, COAL or VYM?

COAL yields 2.61% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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