ROPE vs VXUS

ROPE vs VXUS

Which is better, ROPE or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricROPEVXUS
Expense Ratio0.81%0.05%Best
AUM$24M$158.1B
Dividend Yield1.87%2.59%
Holdings528,747
YTD Return+11.55%+16.15%Best
1Y Return+17.47%+27.58%Best
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+9.09%
Volatility (annualized)11.1%Best11.2%
Max Drawdown-14.3%-13.6%Best
$10,000 over 1.7 years$12,836$15,584Best
Fund FamilyCoastal Compass FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 17, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 VXUS 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 VXUS Performance

Coastal Compass 100 ETF (ROPE) is an ETF from Coastal Compass Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year ROPE returned +17.47% while VXUS returned +27.58%. Year to date, ROPE is up 11.55% versus a gain of 16.15% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.2% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ROPE charges 0.81% per year while VXUS charges 0.05%. On a $10,000 position that is $81 vs $5 annually, a gap of $76 per year that compounds over a long holding period. On income, ROPE currently yields 1.87% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 51 holdings in ROPE and 8,094 in VXUS, totalling 99.9% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 51 positions we hold weights for in ROPE and 8,094 in VXUS, against full books of 52 and 8,747.

You are not choosing between two funds in isolation.

Whichever of ROPE and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ROPEVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ROPE or VXUS?

ROPE has an expense ratio of 0.81% while VXUS charges 0.05%. VXUS is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, ROPE or VXUS?

Over the past year ROPE returned +17.47% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), ROPE annualized +15.82% vs +29.82% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ROPE or VXUS?

VXUS has been the more volatile fund at 11.2% annualized versus 11.1% for ROPE. Worst drawdown: ROPE -14.3% vs VXUS -13.6%.

Should I hold both ROPE and VXUS?

ROPE and VXUS have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ROPE or VXUS?

ROPE yields 1.87% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than ROPE?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.