GOP vs VYM

Quick Verdict

VYM has a lower expense ratio. GOP delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: GOPMore Diversified: VYM

Side-by-Side Comparison

MetricGOPVYMWinner
Expense Ratio0.73%0.04%
AUM$91M$81.6B
Dividend Yield0.58%2.24%
Holdings141616
YTD Return+23.27%+16.42%
1Y Return+30.65%+24.22%
3Y Return (annualized)+21.98%+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)13.5%14.6%
Max Drawdown-20.7%-58.8%
Fund FamilySubversive CapitalVanguard (US)
CategoryEquityEquity
InceptionFeb 7, 2023Nov 10, 2006

GOP vs VYM Performance

Subversive Congressional Republicans Trading ETF (GOP) is a ETF from Subversive Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GOP returned +30.65% while VYM returned +24.22%. Year to date, GOP is up 23.27% versus a gain of 16.42% for VYM.

Over three years, GOP compounded at +21.98% per year against +19.03% for VYM. Across the full 4-year window we track, GOP has the edge at +18.75% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.5% for GOP. 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 -20.7% for GOP 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GOP charges 0.73% per year while VYM charges 0.04%. On a $10,000 position that is $73 vs $4 annually, a gap of $69 per year that compounds over a long holding period. On income, GOP currently yields 0.58% against 2.24% for VYM.

Holdings Overlap

20.6%overlap

GOP and VYM share 60 holdings out of 683 unique holdings combined, representing a 20.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GOPWeight in VYMDifference
AVGO0.96%7.29%6.33%
JPM4.59%3.38%1.21%
JNJ1.47%2.54%1.07%
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Frequently Asked Questions

Which is cheaper, GOP or VYM?

GOP has an expense ratio of 0.73% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, GOP or VYM?

Over the past year GOP returned +30.65% vs +24.22% for VYM, so GOP leads on 1-year performance. Over the longest common window we track (4 years), GOP annualized +18.75% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, GOP or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.5% for GOP. Worst drawdown: GOP -20.7% vs VYM -58.8%.

Should I hold both GOP and VYM?

GOP and VYM have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GOP and VYM?

GOP and VYM share 60 common holdings with a 20.6% weight overlap. Combined, they hold 683 unique securities.

Which pays a higher dividend, GOP or VYM?

GOP yields 0.58% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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