COPA vs VYM
Themes Copper Miners ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. COPA delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | COPA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $13M | $81.6B | |
| Dividend Yield | 3.84% | 2.24% | |
| Holdings | 59 | 616 | |
| YTD Return | +20.99% | +16.42% | |
| 1Y Return | +86.58% | +24.22% | |
| 3Y Return (annualized) | - | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 33.0% | 14.6% | |
| Max Drawdown | -34.7% | -58.8% | |
| Fund Family | Themes ETFs | Vanguard (US) | |
| Category | Commodity | Equity | |
| Inception | Sep 23, 2024 | Nov 10, 2006 |
COPA vs VYM Performance
Themes Copper Miners ETF (COPA) is a ETF from Themes ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year COPA returned +86.58% while VYM returned +24.22%. Year to date, COPA is up 20.99% versus a gain of 16.42% for VYM.
Risk: Volatility and Drawdowns
COPA has been the more volatile fund, with annualized monthly volatility of 33.0% 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 -34.7% for COPA 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
COPA charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, COPA currently yields 3.84% against 2.24% for VYM.
Holdings Overlap
COPA and VYM share 1 holdings out of 653 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in COPA | Weight in VYM | Difference |
|---|---|---|---|
| SCCO | 3.20% | 0.07% | 3.13% |
Frequently Asked Questions
Which is cheaper, COPA or VYM?
COPA has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, COPA or VYM?
Over the past year COPA returned +86.58% vs +24.22% for VYM, so COPA leads on 1-year performance. Over the longest common window we track (2 years), COPA annualized +47.61% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, COPA or VYM?
COPA has been the more volatile fund at 33.0% annualized versus 14.6% for VYM. Worst drawdown: COPA -34.7% vs VYM -58.8%.
Should I hold both COPA and VYM?
COPA and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COPA and VYM?
COPA and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 653 unique securities.
Which pays a higher dividend, COPA or VYM?
COPA yields 3.84% while VYM yields 2.24%, so COPA currently pays the higher dividend yield.
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