ROPE vs VYM
Coastal Compass 100 ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | ROPE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.81% | 0.04% | |
| AUM | $10M | $79.0B | |
| Dividend Yield | 1.89% | 2.86% | |
| Holdings | 54 | 568 | |
| YTD Return | +11.98% | +16.16% | |
| 1Y Return | +21.82% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 11.3% | 14.6% | |
| Max Drawdown | -14.3% | -58.8% | |
| Fund Family | Coastal Compass Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | Nov 10, 2006 |
ROPE vs VYM Performance
Coastal Compass 100 ETF (ROPE) is a ETF from Coastal Compass Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ROPE returned +21.82% while VYM returned +26.05%. Year to date, ROPE is up 11.98% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.3% for ROPE. 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 -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 0.87. 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 1.89% against 2.86% for VYM.
Holdings Overlap
ROPE and VYM share 37 holdings out of 574 unique holdings combined, representing a 30.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $77 per year of difference.
Which performed better, ROPE or VYM?
Over the past year ROPE returned +21.82% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), ROPE annualized +16.77% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, ROPE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.3% for ROPE. Worst drawdown: ROPE -14.3% vs VYM -58.8%.
Should I hold both ROPE and VYM?
ROPE and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ROPE and VYM?
ROPE and VYM share 37 common holdings with a 30.1% weight overlap. Combined, they hold 574 unique securities.
Which pays a higher dividend, ROPE or VYM?
ROPE yields 1.89% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.