ROPE vs VTI
Coastal Compass 100 ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | ROPE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.81% | 0.03% | |
| AUM | $10M | $663.5B | |
| Dividend Yield | 1.89% | 1.07% | |
| Holdings | 54 | 3,543 | |
| YTD Return | +12.78% | +14.96% | |
| 1Y Return | +20.45% | +22.39% | |
| 3Y Return (annualized) | - | +21.51% | |
| 5Y Return (annualized) | - | +12.36% | |
| Volatility (annualized) | 11.3% | 15.4% | |
| Max Drawdown | -14.3% | -56.6% | |
| Fund Family | Coastal Compass Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | May 24, 2001 |
ROPE vs VTI Performance
Coastal Compass 100 ETF (ROPE) is a ETF from Coastal Compass Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ROPE returned +20.45% while VTI returned +22.39%. Year to date, ROPE is up 12.78% versus a gain of 14.96% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -56.6% for VTI. 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ROPE charges 0.81% per year while VTI 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 1.07% for VTI.
Holdings Overlap
ROPE and VTI share 50 holdings out of 2786 unique holdings combined, representing a 14.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ROPE or VTI?
ROPE has an expense ratio of 0.81% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $78 per year of difference.
Which performed better, ROPE or VTI?
Over the past year ROPE returned +20.45% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), ROPE annualized +17.22% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, ROPE or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 11.3% for ROPE. Worst drawdown: ROPE -14.3% vs VTI -56.6%.
Should I hold both ROPE and VTI?
ROPE and VTI have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ROPE and VTI?
ROPE and VTI share 50 common holdings with a 14.2% weight overlap. Combined, they hold 2786 unique securities.
Which pays a higher dividend, ROPE or VTI?
ROPE yields 1.89% while VTI yields 1.07%, so ROPE currently pays the higher dividend yield.
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