ROPEvsEQINETF Comparison
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Coastal Compass 100 ETF (ROPE) belongs to the Alternatives segment. Columbia U.S. Equity Income ETF (EQIN) is part of the US High Dividend segment. Both ETFs have the same top 3 sector exposures: Finance, Consumer Non-Cyclicals and Industrials. ROPE is more expensive with a Total Expense Ratio (TER) of 0.81%, versus 0.35% for EQIN. ROPE is up 13.68% year-to-date (YTD) with +$3M in YTD flows. EQIN performs better with 14.41% YTD performance, and +$23M in YTD flows. Run a side-by-side ETF comparison of ROPE and EQIN below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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ROPE vs EQIN performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ROPE EQIN | +1.70%+2.54% | +6.77%+7.28% | +13.68%+14.41% | +23.10%+23.10% | n/a+45.29% | n/a+68.89% |
| Flows | ROPE EQIN | -$1K+$8M | +$590K+$15M | +$3M+$23M | +$7M+$32M | -+$204M | -+$246M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ROPE EQIN | +10.27%+9.63% | +10.66%+10.41% | n/a+12.21% | n/a+14.62% |
| Max drawdown | ROPE EQIN | -2.59%-1.77% | -6.71%-5.47% | n/a-13.84% | n/a-18.28% |
| Max drawdown duration | ROPE EQIN | 17d15d | 122d110d | n/a375d | n/a286d |
Trading data
ROPE | EQIN | |
Last sale 8/6/2026 at 1:46 PM | $30.55 | $53.76 |
| Previous close 08/05/2026 | $30.40 | $53.74 |
| Consolidated volume 08/05/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 8/6/2026 at 1:46 PM
Live
Closed
ROPE | EQIN | |
|---|---|---|
| Last price | $30.55 | $53.76 |
| 1D performance | +0.50% | +0.04% |
| AuM | $9.46 M | $309.06 M |
| E/R | 0.81% | 0.35% |
Characteristics
ROPE | EQIN | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Coastal Compass Funds | Columbia Threadneedle Investments |
| Benchmark | - | - |
| N° of holdings | 50 | 98 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 18, 2024 | June 13, 2016 |
| ESG | No | No |
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Exposure
Countries
ROPE
USA
94.37%
Other
5.63%
EQIN
USA
95.1%
Other
4.9%
Sectors
ROPE
Finance
24.85%
Consumer Non-Cycl.
21.32%
Industrials
12.49%
Healthcare
11.78%
Energy
10.13%
Other
19.43%
EQIN
Finance
28.22%
Consumer Non-Cycl.
9.56%
Industrials
9.47%
Technology
9.03%
Energy
8.63%
Healthcare
7.25%
Other
27.84%
Diversification
ROPE
Total weight of top 15 holdings out of 15
59.39%
EQIN
Total weight of top 15 holdings out of 15
49.25%
Top 15 holdings
Data as of June 30, 2026
ROPE
Target Corp.
6.26%
CVS Health Corp.
5.92%
Simon Property Group, Inc.
5.71%
Philip Morris International, Inc.
5.34%
Exxon Mobil Corp.
5.13%
ConocoPhillips
5.00%
U.S. Bancorp
4.94%
Bristol Myers Squibb Co.
4.90%
United Parcel Service, Inc.
4.79%
Comcast Corp.
3.91%
Caterpillar, Inc.
1.74%
Cisco Systems, Inc.
1.68%
Johnson & Johnson
1.37%
Deere & Co.
1.36%
The Coca-Cola Co.
1.34%
EQIN
JPMorgan Chase & Co.
4.76%
Bank of America Corp.
4.40%
UnitedHealth Group, Inc.
4.11%
The Home Depot, Inc.
3.83%
US30233Q1085
3.75%
Procter & Gamble Co.
3.72%
Chevron Corp.
3.58%
The Goldman Sachs Group, Inc.
3.24%
Philip Morris International, Inc.
3.07%
International Business Machines Corp.
2.88%
Wells Fargo & Co.
2.75%
Citigroup, Inc.
2.61%
American Express Co.
2.51%
QUALCOMM, Inc.
2.12%
Verizon Communications, Inc.
1.93%
Frequently asked questions about ROPE and EQIN
How have the ROPE and EQIN ETFs performed in 2026?
As of August 5, 2026, ROPE is up 13.68% year-to-date (YTD), while EQIN has returned 14.41%. That puts EQIN better performer ahead so far this year.
Which ETF is attracting more investor money: ROPE or EQIN?
Year-to-date, the ROPE ETF saw +$3M in flows, compared to +$23M for EQIN.
Which ETF is more volatile: ROPE or EQIN?
Over the past year, ROPE had a volatility of 10.66%, while EQIN experienced 10.41%.
Which ETF is bigger: ROPE or EQIN?
As of August 5, 2026, ROPE holds $9.46 M in assets under management (AUM), while EQIN manages $309.06 M.
What sectors do the ROPE and EQIN ETFs invest in?
ROPE leans toward sectors like Finance, Consumer Non-Cyclicals and Industrials. Meanwhile, EQIN focuses on Finance, Consumer Non-Cyclicals and Industrials.
What are the top holdings of the ROPE ETF and EQIN ETF?
ROPE top holdings include Target Corp., CVS Health Corp. and Simon Property Group, Inc.. EQIN holds in its top three: JPMorgan Chase & Co., Bank of America Corp. and UnitedHealth Group, Inc..
Which ETF is more diversified: ROPE or EQIN?
ROPE holds 50 securities with 59.39% of its assets in the top 15. EQIN has 102 securities and a top 15 weight of 49.25%.
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Latest news about ROPE & EQIN
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