ROPE vs VOO
Coastal Compass 100 ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ROPE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.81% | 0.03% | |
| AUM | $10M | $979.0B | |
| Dividend Yield | 1.89% | 1.09% | |
| Holdings | 54 | 509 | |
| YTD Return | +12.01% | +13.79% | |
| 1Y Return | +21.85% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 11.3% | 14.1% | |
| Max Drawdown | -14.3% | -34.3% | |
| Fund Family | Coastal Compass Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | Sep 7, 2010 |
ROPE vs VOO Performance
Coastal Compass 100 ETF (ROPE) is a ETF from Coastal Compass Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ROPE returned +21.85% while VOO returned +23.01%. Year to date, ROPE is up 12.01% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ROPE charges 0.81% per year while VOO charges 0.03%. On a $10,000 position that is $81 vs $3 annually, a gap of $78 per year that compounds over a long holding period. On income, ROPE currently yields 1.89% against 1.09% for VOO.
Holdings Overlap
ROPE and VOO share 51 holdings out of 507 unique holdings combined, representing a 16.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ROPE or VOO?
ROPE has an expense ratio of 0.81% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $78 per year of difference.
Which performed better, ROPE or VOO?
Over the past year ROPE returned +21.85% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), ROPE annualized +16.82% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, ROPE or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.3% for ROPE. Worst drawdown: ROPE -14.3% vs VOO -34.3%.
Should I hold both ROPE and VOO?
ROPE and VOO have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ROPE and VOO?
ROPE and VOO share 51 common holdings with a 16.2% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, ROPE or VOO?
ROPE yields 1.89% while VOO yields 1.09%, so ROPE currently pays the higher dividend yield.
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