ROPE vs SCHD
Coastal Compass 100 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | ROPE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.81% | 0.06% | |
| AUM | $10M | $103.7B | |
| Dividend Yield | 1.89% | 3.31% | |
| Holdings | 54 | 104 | |
| YTD Return | +12.47% | +24.26% | |
| 1Y Return | +23.13% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 11.3% | 13.6% | |
| Max Drawdown | -14.3% | -33.4% | |
| Fund Family | Coastal Compass Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | Oct 20, 2011 |
ROPE vs SCHD Performance
Coastal Compass 100 ETF (ROPE) is a ETF from Coastal Compass Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ROPE returned +23.13% while SCHD returned +31.38%. Year to date, ROPE is up 12.47% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -33.4% for SCHD. 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ROPE charges 0.81% per year while SCHD charges 0.06%. On a $10,000 position that is $81 vs $6 annually, a gap of $75 per year that compounds over a long holding period. On income, ROPE currently yields 1.89% against 3.31% for SCHD.
Holdings Overlap
ROPE and SCHD share 10 holdings out of 143 unique holdings combined, representing a 18.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ROPE or SCHD?
ROPE has an expense ratio of 0.81% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
Which performed better, ROPE or SCHD?
Over the past year ROPE returned +23.13% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), ROPE annualized +17.20% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, ROPE or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.3% for ROPE. Worst drawdown: ROPE -14.3% vs SCHD -33.4%.
Should I hold both ROPE and SCHD?
ROPE and SCHD have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ROPE and SCHD?
ROPE and SCHD share 10 common holdings with a 18.5% weight overlap. Combined, they hold 143 unique securities.
Which pays a higher dividend, ROPE or SCHD?
ROPE yields 1.89% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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