COPY vs VYM
Tweedy, Browne Insider + Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. COPY delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | COPY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.04% | |
| AUM | $372M | $79.0B | |
| Dividend Yield | 0.84% | 2.86% | |
| Holdings | 208 | 568 | |
| YTD Return | +20.96% | +15.80% | |
| 1Y Return | +35.26% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 10.5% | 14.6% | |
| Max Drawdown | -14.1% | -58.8% | |
| Fund Family | Tweedy Browne Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 27, 2024 | Nov 10, 2006 |
COPY vs VYM Performance
Tweedy, Browne Insider + Value ETF (COPY) is a ETF from Tweedy Browne Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year COPY returned +35.26% while VYM returned +26.12%. Year to date, COPY is up 20.96% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.5% for COPY. 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 -14.1% for COPY 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
COPY charges 0.80% per year while VYM charges 0.04%. On a $10,000 position that is $80 vs $4 annually, a gap of $76 per year that compounds over a long holding period. On income, COPY currently yields 0.84% against 2.86% for VYM.
Holdings Overlap
COPY and VYM share 29 holdings out of 703 unique holdings combined, representing a 4.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, COPY or VYM?
COPY has an expense ratio of 0.80% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, COPY or VYM?
Over the past year COPY returned +35.26% vs +26.12% for VYM, so COPY leads on 1-year performance. Over the longest common window we track (2 years), COPY annualized +33.45% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, COPY or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 10.5% for COPY. Worst drawdown: COPY -14.1% vs VYM -58.8%.
Should I hold both COPY and VYM?
COPY and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COPY and VYM?
COPY and VYM share 29 common holdings with a 4.0% weight overlap. Combined, they hold 703 unique securities.
Which pays a higher dividend, COPY or VYM?
COPY yields 0.84% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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