ROPE vs VYM
Coastal Compass 100 ETF vs Vanguard High Dividend Yield ETF
Which is better, ROPE or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 49.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ROPE | VYM |
|---|---|---|
| Expense Ratio | 0.81% | 0.04%Best |
| AUM | $24M | $81.6B |
| Dividend Yield | 1.87% | 2.24% |
| Holdings | 52 | 613 |
| YTD Return | +11.55% | +14.82%Best |
| 1Y Return | +17.47% | +20.84%Best |
| 3Y Return (annualized) | - | +18.64% |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 11.1% | 9.5%Best |
| Max Drawdown | -14.3%Best | -14.5% |
| $10,000 over 1.7 years | $12,836 | $13,489Best |
| Top 10 Weight | 49.5% | 25.9%Best |
| Fund Family | Coastal Compass Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 17, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 18, 2024 to Sep 4, 2026 (1.7 years).
ROPE vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.
ROPE vs VYM Performance
Coastal Compass 100 ETF (ROPE) is an ETF from Coastal Compass Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ROPE returned +17.47% while VYM returned +20.84%. Year to date, ROPE is up 11.55% versus a gain of 14.82% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ROPE has been the more volatile fund, with annualized monthly volatility of 11.1% compared with 9.5% 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 -14.3% for ROPE and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ROPE charges 0.81% per year while VYM charges 0.04%. On a $10,000 position that is $81 vs $4 annually, a gap of $77 per year that compounds over a long holding period. On income, ROPE currently yields 1.87% against 2.24% for VYM.
Holdings Overlap
73.2% of ROPE's money is in holdings VYM also owns. 35.0% of VYM's money is in holdings ROPE also owns.
Most of ROPE is already inside VYM. Owning both mostly buys the same companies twice.
33 positions in common, counted across the 51 positions we hold weights for in ROPE and 603 in VYM, against full books of 52 and 613.
What only one of them owns
Our book lists 537 positions for VYM that do not appear in our book for ROPE (62.4% of the fund), and 17 for ROPE that do not appear in VYM (25.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ROPE | Weight in VYM | Difference |
|---|---|---|---|
| ABBVAbbvie Inc. | 4.75% | 1.85% | 2.90% |
| PGProcter & Gamble Company | 4.88% | 1.42% | 3.46% |
| AMGNAmgen Inc. | 5.48% | 0.75% | 4.73% |
| PMPhilip Morris International Inc. | 4.97% | 1.17% | 3.80% |
| USBUS Bancorp | 5.20% | 0.39% | 4.81% |
| MDLZMondelez International Inc Com A Npv | 5.23% | 0.31% | 4.92% |
| SOSouthern Co. | 4.75% | 0.45% | 4.30% |
| MOAltria Group Inc | 4.57% | 0.50% | 4.07% |
| UPSUnited Parcel Service, Inc | 4.69% | 0.33% | 4.36% |
| JPMJpmorgan Chase | 1.26% | 3.38% | 2.12% |
73.2% of ROPE is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ROPE or VYM?
ROPE has an expense ratio of 0.81% while VYM charges 0.04%. VYM is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, ROPE or VYM?
Over the past year ROPE returned +17.47% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), ROPE annualized +15.82% vs +19.25% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ROPE or VYM?
ROPE has been the more volatile fund at 11.1% annualized versus 9.5% for VYM. Worst drawdown: ROPE -14.3% vs VYM -14.5%.
Should I hold both ROPE and VYM?
ROPE and VYM have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ROPE and VYM?
73.2% of ROPE's money is in holdings VYM also owns. 35.0% of VYM's is in holdings ROPE also owns. They hold 33 positions in common, counted across the 51 positions we hold weights for in ROPE and 603 in VYM.
Which pays a higher dividend, ROPE or VYM?
ROPE yields 1.87% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than ROPE?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 49.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.