Education
About Us
Working with TipRanks
Follow Us
ROPE - ETF AI Analysis
Top Page
Coastal Compass 100 ETF (ROPE)
Rating:70Neutral
Price Target:
$28.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as CVS Health and Altria Group, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Health Care, Financials, and Industrials, reducing the impact of sector-specific downturns.
Steady Year-to-Date Performance
The ETF has shown positive year-to-date performance, indicating resilience despite short-term fluctuations.
Negative Factors
High Geographic Concentration
With over 97% exposure to U.S. companies, the ETF lacks diversification across global markets, increasing sensitivity to domestic economic conditions.
Lagging Holdings
Several top holdings, such as Comcast and United Parcel, have underperformed year-to-date, potentially dragging on overall returns.
High Expense Ratio
The ETF’s expense ratio of 0.8% is relatively high, which could eat into investor returns compared to lower-cost alternatives.
ROPE vs. SPDR S&P 500 ETF (SPY)
AUM2.58M
RegionNorth America
Expense Ratio0.80%
Beta0.75
IssuerCoastal
Inception DateDec 17, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume145
30 Day Avg. Volume600
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
29.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROPE Summary
The Coastal Compass 100 ETF (ticker: ROPE) is a fund that invests in large, well-established companies across various industries, mostly in the U.S. It includes familiar names like CVS Health and Chevron, making it a good choice for investors seeking stability and growth potential. With exposure to sectors like healthcare, energy, and financials, this ETF provides a diversified way to invest in major market players. However, new investors should be aware that the fund’s performance is tied to the overall market, meaning it can go up or down depending on economic conditions.
How much will it cost me?The Coastal Compass 100 ETF has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which typically involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?The Coastal Compass 100 ETF, with its focus on large-cap U.S. companies across diverse sectors like health care, financials, and energy, could benefit from economic stability and sector-specific growth trends, such as advancements in health care or strong energy demand. However, it may face challenges from rising interest rates, which could pressure financial stocks, or regulatory changes impacting top holdings like Chevron and Pfizer. Broader market volatility could also affect its performance given its reliance on large-cap equities.
ROPE Top 10 Holdings
The Coastal Compass 100 ETF leans heavily on U.S. large-cap stocks, with notable exposure to health care and financial sectors. CVS Health and Merck are steady performers, buoyed by strong fundamentals and strategic initiatives, though Merck faces some headwinds from slowing revenue growth. Energy giants Chevron and Exxon Mobil are keeping the fund grounded with mixed results, as short-term technical weakness offsets their long-term growth potential. On the downside, AT&T and Comcast are dragging performance, with bearish momentum and challenges in broadband and debt reliance. Overall, the fund’s sector diversity provides stability but faces pressure from lagging names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| CVS Health | 5.80% | $150.03K | $99.71B | 37.64% | 74 Outperform | |
| Chevron | 5.21% | $134.80K | $312.56B | -2.44% | 74 Outperform | |
| Exxon Mobil | 5.16% | $133.57K | $479.41B | -5.49% | 75 Outperform | |
| Merck & Company | 5.12% | $132.49K | $210.79B | -15.21% | 78 Outperform | |
| US Bancorp | 4.95% | $128.07K | $72.74B | -5.47% | 75 Outperform | |
| Pfizer | 4.87% | $126.05K | $139.93B | -9.50% | 68 Neutral | |
| Altria Group | 4.84% | $125.35K | $95.95B | 6.76% | 66 Neutral | |
| United Parcel | 4.42% | $114.37K | $78.61B | -30.23% | 72 Outperform | |
| AT&T | 4.31% | $111.60K | $174.12B | 11.43% | 72 Outperform | |
| Comcast | 3.89% | $100.70K | $101.81B | -38.20% | 69 Neutral |
ROPE Technical Analysis
Neutral
―
Price Trends
26.09
Negative
25.83
Positive
25.09
Positive
Market Momentum
-0.04
Positive
44.86
Neutral
9.47
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROPE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.06, equal to the 50-day MA of 26.09, and equal to the 200-day MA of 25.09, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 44.86 is Neutral, neither overbought nor oversold. The STOCH value of 9.47 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ROPE.
ROPE Peer Comparison
Comparison Results
Performance Comparison
ROPE
Coastal Compass 100 ETF
25.89
2.08
8.74%
BCUS
Bancreek U.S. Large Cap ETF
―
―
―
UPSD
Aptus Large Cap Upside ETF
―
―
―
HUSV
First Trust Horizon Managed Volatility Domestic ETF
―
―
―
EGGY
NestYield Dynamic Income Shield ETF
―
―
―
BFRZ
Innovator Equity Managed 100 Buffer ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents