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ROPEvsIWDETF Comparison

ETF 1

ROPE

Coastal Compass 100 ETF

This fund is part of

Alternatives

+0.05%

Full ROPE fund page

VS

ETF 2

IWD

iShares Russell 1000 Value ETF

This fund is part of

US Large Cap Value

-0.09%

Full IWD fund page

Coastal Compass 100 ETF (ROPE) belongs to the Alternatives segment. iShares Russell 1000 Value ETF (IWD) is part of the US Large Cap Value segment. ROPE's top 3 sector exposures are Health Care, Financials and Industrials. In contrast, IWD's top sector exposures are Financials, Industrials and Information Technology. ROPE is more expensive with a Total Expense Ratio (TER) of 0.8%, versus 0.18% for IWD. ROPE is up 6.03% year-to-date (YTD) with +$2M in YTD flows. IWD performs better with 8.66% YTD performance, and -$2.34B in YTD flows. Run a side-by-side ETF comparison of ROPE and IWD 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 IWD performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ROPE IWD	+3.19%+8.35%	+2.38%+4.28%	+6.03%+8.66%	+24.93%+27.94%	n/a+57.35%	n/a+59.54%
Flows	ROPE IWD	+$1M-$877M	+$1M+$1.58B	+$2M-$2.34B	+$6M-$1.53B	--$892M	--$2.46B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ROPE IWD	+12.01%+12.69%	+10.82%+11.14%	n/a+13.04%	n/a+14.85%
Max drawdown	ROPE IWD	-6.71%-6.81%	-6.71%-6.81%	n/a-15.64%	n/a-19.11%
Max drawdown duration	ROPE IWD	78d43d	78d43d	n/a213d	n/a700d

Trading data

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	ROPE	IWD
Last sale 4/28/2026 at 4:31 PM	$28.76	$227.07
Previous close 04/27/2026	$28.62	$227.67
Consolidated volume 04/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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ROPE

is actively managed and doesn’t replicate an index

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	ROPE	IWD
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/28/2026 at 4:31 PM

Live

Closed

	ROPE	IWD
Last price	$28.76	$227.07
1D performance	+0.48%	-0.26%
AuM	$8.29 M	$73.21 B
E/R	0.8%	0.18%

Characteristics

	ROPE	IWD
Management strategy	Active	Passive
Provider	Coastal Compass Funds	iShares
Benchmark	-	Russell 1000 Value Index
N° of holdings	50	787
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 18, 2024	May 22, 2000
ESG	No	No

More ROPE data on Trackinsight

More IWD data on Trackinsight

Exposure

Countries

ROPE

USA

95.52%

Other

4.48%

IWD

USA

94.69%

Other

5.31%

Sectors

ROPE

Health Care

17.04%

Financials

16.44%

Industrials

14.25%

Energy

13.69%

Consumer Discreti.

9.94%

Consumer Staples

9.2%

Other

19.44%

IWD

Financials

18.78%

Industrials

12.82%

Information Techn.

11.71%

Health Care

11.33%

Communication Ser.

7.79%

Energy

7.61%

Other

29.96%

Diversification

ROPE

Total weight of top 15 holdings out of 15

60.24%

IWD

Total weight of top 15 holdings out of 15

24.33%

Top 15 holdings

Data as of March 31, 2026

ROPE

EXXON

6.94%

CONOCOPHILLIPS

6.75%

TARGET

5.69%

BRISTOL-MYERS SQUIBB

5.47%

COMCAST

5.24%

PHILLIP MORRIS

5.23%

SIMON PROPERTY GROUP REIT

4.93%

UNITED PARCEL SERVICE-CL

4.53%

US

4.39%

CVS HEALTH CORP

4.29%

JOHNSON&JOHNSON

1.41%

DEERE

1.35%

FEDEX

1.34%

COCA-COLA

1.34%

GILEAD SCIENCES

1.34%

IWD

BERKSHIRE HATHWAY

2.91%

JPMORGAN CHASE

2.63%

EXXON

2.36%

ALPHABET INC-CL

1.95%

JOHNSON&JOHNSON

1.94%

AMAZON.COM INC

1.81%

WALMART INC

1.60%

ALPHABET INC-CL

1.59%

CHEVRON TEXACO

1.28%

MICRON TECHNOLOGY

1.24%

PROCTERGAMBLE

1.12%

CISCO-T

1.02%

MERCK & CO INC

0.98%

BK OF AMERICA CO

0.97%

CATERPILLAR

0.95%

Frequently asked questions about ROPE and IWD

How have the ROPE and IWD ETFs performed in 2026?

As of April 27, 2026, ROPE is up 6.03% year-to-date (YTD), while IWD has returned 8.66%. That puts IWD better performer ahead so far this year.

Which ETF is attracting more investor money: ROPE or IWD?

Year-to-date, the ROPE ETF saw +$2M in flows, compared to -$2.34B for IWD.

Which ETF is more volatile: ROPE or IWD?

Over the past year, ROPE had a volatility of 10.82%, while IWD experienced 11.14%.

Which ETF is bigger: ROPE or IWD?

As of April 27, 2026, ROPE holds $8.29 M in assets under management (AUM), while IWD manages $73.21 B.

What sectors do the ROPE and IWD ETFs invest in?

ROPE leans toward sectors like Health Care, Financials and Industrials. Meanwhile, IWD focuses on Financials, Industrials and Information Technology.

What are the top holdings of the ROPE ETF and IWD ETF?

ROPE top holdings include EXXON, CONOCOPHILLIPS and TARGET. IWD holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.

Which ETF is more diversified: ROPE or IWD?

ROPE holds 50 securities with 60.24% of its assets in the top 15. IWD has 867 securities and a top 15 weight of 24.33%.

The Fastest Growing and Shrinking ETFs of 2025 So Far

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IWD

The ROPE ETF from Coastal Equity Management Aims to Tie Growth, Dividends and Protection Together

December 18, 2024

ROPE

ROPEvsIWDETF Comparison

Coastal Compass 100 ETF

iShares Russell 1000 Value ETF

ROPE vs IWD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the ROPE and IWD ETFs performed in 2026?

As of April 27, 2026, ROPE is up 6.03% year-to-date (YTD), while IWD has returned 8.66%. That puts IWD better performer ahead so far this year.

Which ETF is attracting more investor money: ROPE or IWD?

Year-to-date, the ROPE ETF saw +$2M in flows, compared to -$2.34B for IWD.

Which ETF is more volatile: ROPE or IWD?

Over the past year, ROPE had a volatility of 10.82%, while IWD experienced 11.14%.

Which ETF is bigger: ROPE or IWD?

As of April 27, 2026, ROPE holds $8.29 M in assets under management (AUM), while IWD manages $73.21 B.

What sectors do the ROPE and IWD ETFs invest in?

ROPE leans toward sectors like Health Care, Financials and Industrials. Meanwhile, IWD focuses on Financials, Industrials and Information Technology.

What are the top holdings of the ROPE ETF and IWD ETF?

ROPE top holdings include EXXON, CONOCOPHILLIPS and TARGET. IWD holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.

Which ETF is more diversified: ROPE or IWD?

ROPE holds 50 securities with 60.24% of its assets in the top 15. IWD has 867 securities and a top 15 weight of 24.33%.

The Fastest Growing and Shrinking ETFs of 2025 So Far

The ROPE ETF from Coastal Equity Management Aims to Tie Growth, Dividends and Protection Together

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