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ROPEvsIWXETF Comparison
Coastal Compass 100 ETF (ROPE) belongs to the Alternatives segment. iShares Russell Top 200 Value ETF (IWX) is part of the US Large Cap Value segment. ROPE's top 3 sector exposures are Financials, Health Care and Industrials. In contrast, IWX's top sector exposures are Financials, Health Care and Information Technology. ROPE is more expensive with a Total Expense Ratio (TER) of 0.8%, versus 0.2% for IWX. ROPE is up 4.72% year-to-date (YTD) with +$1M in YTD flows. IWX performs worse with 2.97% YTD performance, and -$177M in YTD flows. Run a side-by-side ETF comparison of ROPE and IWX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
ROPE vs IWX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ROPE IWX | -4.47%-3.14% | +4.82%+2.79% | +4.72%+2.97% | +18.42%+19.62% | n/a+60.30% | n/a+65.40% |
| Flows | ROPE IWX | +$293K-$194M | +$1M+$288M | +$1M-$177M | +$5M+$16M | -+$1.02B | -+$1.42B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ROPE IWX | +11.33%+10.08% | +13.51%+14.70% | n/a+12.24% | n/a+13.84% |
| Max drawdown | ROPE IWX | -4.60%-3.20% | -10.90%-11.20% | n/a-13.33% | n/a-18.26% |
| Max drawdown duration | ROPE IWX | 31d31d | 72d53d | n/a128d | n/a555d |
ROPE | IWX | |
Last sale 3/11/2026 at 1:30 PM | $28.29 | $94.55 |
| Previous close 03/11/2026 | $28.40 | $94.76 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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ROPE | IWX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
ROPE | IWX | |
|---|---|---|
| Last price | $28.29 | $94.55 |
| 1D performance | -0.36% | -0.22% |
| AuM | $7.07 M | $3.47 B |
| E/R | 0.8% | 0.2% |
ROPE | IWX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Coastal Compass Funds | iShares |
| Benchmark | - | Russell Top 200 Value Index |
| N° of holdings | 50 | 149 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 18, 2024 | September 22, 2009 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the ROPE and IWX ETFs performed in 2026?
As of March 11, 2026, ROPE is up 4.72% year-to-date (YTD), while IWX has returned 2.97%. That puts ROPE better performer ahead so far this year.
Which ETF is attracting more investor money: ROPE or IWX?
Year-to-date, the ROPE ETF saw +$1M in flows, compared to -$177M for IWX.
Which ETF is more volatile: ROPE or IWX?
Over the past year, ROPE had a volatility of 13.51%, while IWX experienced 14.7%.
Which ETF is bigger: ROPE or IWX?
As of March 11, 2026, ROPE holds $7.07 M in assets under management (AUM), while IWX manages $3.47 B.
What sectors do the ROPE and IWX ETFs invest in?
ROPE leans toward sectors like Financials, Health Care and Industrials. Meanwhile, IWX focuses on Financials, Health Care and Information Technology.
What are the top holdings of the ROPE ETF and IWX ETF?
ROPE top holdings include PHILLIP MORRIS, EXXON and COMCAST. IWX holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and ALPHABET INC-CL.
Which ETF is more diversified: ROPE or IWX?
ROPE holds 50 securities with 57.24% of its assets in the top 15. IWX has 155 securities and a top 15 weight of 35.47%.
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