ROPE vs VOO
Coastal Compass 100 ETF vs Vanguard S&P 500 ETF
Which is better, ROPE or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 36.4% 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 | VOO |
|---|---|---|
| Expense Ratio | 0.81% | 0.03%Best |
| AUM | $24M | $997.4B |
| Dividend Yield | 1.87% | 1.08% |
| Holdings | 52 | 509 |
| YTD Return | +11.55% | +13.37%Best |
| 1Y Return | +17.47% | +20.08%Best |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.89% |
| Volatility (annualized) | 11.1%Best | 12.6% |
| Max Drawdown | -14.3%Best | -18.7% |
| $10,000 over 1.7 years | $12,836 | $13,391Best |
| Top 10 Weight | 49.5% | 36.4%Best |
| Fund Family | Coastal Compass Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Dec 17, 2024 | Sep 7, 2010 |
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 VOO 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 VOO Performance
Coastal Compass 100 ETF (ROPE) is an ETF from Coastal Compass Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ROPE returned +17.47% while VOO returned +20.08%. Year to date, ROPE is up 11.55% versus a gain of 13.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 11.1% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
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 1.87% against 1.08% for VOO.
Holdings Overlap
96.8% of ROPE's money is in holdings VOO also owns. 29.6% of VOO's money is in holdings ROPE also owns.
Most of ROPE is already inside VOO. Owning both mostly buys the same companies twice.
49 positions in common, counted across the 51 positions we hold weights for in ROPE and 504 in VOO, against full books of 52 and 509.
What only one of them owns
Our book lists 445 positions for VOO that do not appear in our book for ROPE (69.7% of the fund), and 1 for ROPE that do not appear in VOO (2.0%).
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 VOO | Difference |
|---|---|---|---|
| AAPLApple Inc Ord | 1.19% | 6.59% | 5.40% |
| AMGNAmgen Inc. | 5.48% | 0.30% | 5.18% |
| ABBVAbbvie Inc. | 4.75% | 0.69% | 4.06% |
| PMPhilip Morris International Inc. | 4.97% | 0.44% | 4.53% |
| PGProcter & Gamble Company | 4.88% | 0.53% | 4.35% |
| MDLZMondelez International Inc. Class A | 5.23% | 0.12% | 5.11% |
| USBUs Bancorp | 5.20% | 0.15% | 5.05% |
| SPGSimon Property Group Inc. Reit Com | 4.93% | 0.11% | 4.82% |
| SOSouthern Co. | 4.75% | 0.17% | 4.58% |
| UPSUnited Parcel Service, Inc | 4.69% | 0.12% | 4.57% |
96.8% of ROPE is already inside VOO.
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 VOO?
ROPE has an expense ratio of 0.81% while VOO charges 0.03%. VOO is the cheaper option, by $78 a year on a $10,000 investment.
Which performed better, ROPE or VOO?
Over the past year ROPE returned +17.47% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), ROPE annualized +15.82% vs +18.74% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ROPE or VOO?
VOO has been the more volatile fund at 12.6% annualized versus 11.1% for ROPE. Worst drawdown: ROPE -14.3% vs VOO -18.7%.
Should I hold both ROPE and VOO?
ROPE and VOO have a monthly-return correlation of 0.52, 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 VOO?
96.8% of ROPE's money is in holdings VOO also owns. 29.6% of VOO's is in holdings ROPE also owns. They hold 49 positions in common, counted across the 51 positions we hold weights for in ROPE and 504 in VOO.
Which pays a higher dividend, ROPE or VOO?
ROPE yields 1.87% while VOO yields 1.08%, so ROPE currently pays the higher dividend yield.
Is VOO better than ROPE?
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 36.4% 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.