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Compare ROPE vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the Coastal Compass 100 ETF (ROPE) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ROPE | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 784 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $819.57 |
Average age group | N/A | 26 - 35 |
Key Summary
ROPE | IVV | |
|---|---|---|
Strategy | ROPE was created on 2024-12-17 by Coastal. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 7.59m in AUM and 52 holdings. ROPE is an actively managed fund of high quality, dividend-paying equity securities while aiming to provide downside protection using cash. It selects 25-50 large-cap stocks and employs a trend-following approach. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Exxon Mobil Corp (5.87 %) ConocoPhillips (5.86 %) Target Corp (5.57 %) | NVIDIA CORP (7.98 %) APPLE INC (6.35 %) MICROSOFT CORP (4.88 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.8 % | 0.03 % |
Key Summary
ROPE | IVV | |
|---|---|---|
Issuer | Coastal | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.03 % |
Price | $28.67 USD | $704.82 USD |
Size | $7.170 million | $743.862 billion |
10Y return | N/A | 237.91 % |
Annual distribution yield (5Y) | 2.11 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROPE | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 784 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $819.57 |
Average age group | N/A | 26 - 35 |
Pros and Cons
ROPE | IVV | |
|---|---|---|
Pros |
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Cons |
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ROPE | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |