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ROPE vs S&P 500

YTD$30.71 · −0.5% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+14.6%S&P 500 +8.7%Dec 31, 2025Nov 6, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.5%+4.4%+1.7%+14.6%+20.8%——+31.4%
Peer average————————
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Coastal Compass ROPE and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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Cards for This View

ROPE’s Top 10 Holdings

Today
52.2%of ROPE sits in these 10
1AMGNAmgen6.12%
2ABBVAbbVie5.51%
3MDLZMondelez International5.47%
4PGProcter & Gamble /The5.43%
5PMPhilip Morris International5.22%
6MOAltria Group5.14%
7SPGSimon Property Group4.94%
8UPSUnited Parcel Service4.94%
9USBUS Bancorp4.78%
10SOSouthern /The4.66%
Coastal Compass ROPE · weight in the fund · as of Nov 6, 2026
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ROPE vs Peer Average

YTD
ROPEAvsBPeer average
1D−0.5%[…]
1M+4.4%[…]
3M+1.7%[…]
YTD+14.6%[…]
1Y+20.8%[…]
0–0level
0 peers · each row scaled to its leader
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