ROPE

ETFActive

Coastal Compass 100 ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.80%
Annual Cost per $10K
$80.00
30-Year Fee Drag per $10K
$15,346
at 7% annual return
Fund Type
ETF
Active

Asset Allocation

US Equity
94%
Intl Equity
2%
Cash
2%
Real Estate
1%

Fee Comparison

ROPE
0.80%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

25% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+7.17%9 months
Compare to

Fee Impact Calculator

$
%
ROPE at 0.80%$303,882
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$76,730
Cost vs index fund−$73,542

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
ROPECoastal Compass 100 ETF0.80%
JLGMXJPMorgan Large Cap Growth Fund0.94%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
VPMCXVANGUARD PRIMECAP FUND0.38%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
FGCKXFidelity Growth Company Fund0.45%
PRBLXParnassus Core Equity Fund0.82%
OIEFXJPMorgan Equity Income Fund0.95%
MFEJXMFS Growth Fund0.58%
JGACXJPMorgan Growth Advantage Fund0.99%
HNACXHarbor Capital Appreciation Fund0.59%
COWZPacer US Cash Cows 100 ETF0.49%
JHQAXJPMorgan Hedged Equity Fund0.82%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
OAZMXOakmark Fund0.63%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
PLCGXLargeCap Growth Fund I0.94%
VWNDXVANGUARD WINDSOR FUND0.36%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
AULDXUltra Fund0.54%
JVMAXDisciplined Value Mid Cap Fund0.74%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
FGKFXFidelity Growth Company K6 Fund0.45%
GETGXVictory Sycamore Established Value Fund0.89%
EGFIXEdgewood Growth Fund$1M min1.00%
FLMVXJPMorgan Mid Cap Value Fund1.09%
PFFiShares Preferred and Income Securities ETF0.45%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
AGRDXGrowth Fund0.54%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
JGAQXJPMorgan Value Advantage Fund0.99%
PGORXPutnam Large Cap Growth Fund0.93%
OAZLXOakmark Select Fund0.73%
DCZRXMacquarie Small Cap Core Fund0.68%
MOATVanEck Morningstar Wide Moat ETF0.47%
JAGKX500 Index Trust0.50%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
FSCSXSelect Software and IT Services Portfolio0.62%
GTENXGateway Fund0.65%
OEICXJPMorgan Equity Index Fund0.45%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
PRCOXT. Rowe Price U.S. Equity Research Fund0.45%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
CREFXCohen & Steers Real Estate Securities Fund0.75%
DVZRXMacquarie Small Cap Value Fund0.70%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
LMESXClearBridge Appreciation Fund0.56%
ILGRXMacquarie Large Cap Growth Fund0.89%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
SSSVXState Street Equity 500 Index Fund0.47%
JGAVXJPMorgan U.S. Value Fund0.94%
HGITXHARTFORD CORE EQUITY FUND0.45%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
PLSAXLargeCap S&P 500 Index Fund0.39%
ACILXHeritage Fund0.65%
IGRFXMacquarie Mid Cap Growth Fund0.68%
CGWRXColumbia Cornerstone Growth Fund0.97%
FTCSFirst Trust Capital Strength ETF0.52%
SUWAXDWS Core Equity Fund0.83%
AQEAXColumbia Disciplined Core Fund0.94%
PRFInvesco RAFI US 1000 ETF0.34%
JENIXThe Jensen Quality Growth Fund Inc1.26%
OWACXOld Westbury All Cap Core Fund0.96%
CEYRXCalvert Equity Fund0.58%
SVFIXSmead Value Fund0.90%
VASVXVANGUARD SELECTED VALUE FUND0.42%
TILPXNuveen Large Cap Growth Fund0.56%
FUFRXFranklin Utilities Fund0.50%
UANQXVictory Nasdaq-100 Index Fund0.43%
FSRPXSelect Retailing Portfolio0.64%
MXVIXEmpower S&P 500 Index Fund0.49%
SPIAXInvesco S&P 500 Index Fund0.54%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
CIPMXChamplain MidCap Fund1.09%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
RWLInvesco S&P 500 Revenue ETF0.39%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
PTLCPacer Trendpilot US Large Cap ETF0.60%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
IGMiShares Expanded Tech Sector ETF0.39%
LGILXSchwab Select Large Cap Growth Fund0.73%
JHDFXJPMorgan Hedged Equity 2 Fund0.45%
MPGFXMairs & Power Growth Fund0.62%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
TSCSXTHRIVENT SMALL CAP STOCK FUND0.78%
RESRXU.S. Strategic Equity Fund0.70%
JGROJPMorgan Active Growth ETF0.44%
ASDEXSelect Fund0.55%
LMLSXClearBridge Large Cap Value Fund0.55%
PGXInvesco Preferred ETF0.50%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free