ROPE vs EAOM

Comparison between COASTAL COMPASS 100 ETF (ROPE, ETF) and ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF (EAOM, ETF).

ROPE vs EAOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROPE(ETF)	EAOM(ETF)
Net Assets	$8.50M	$8.60M
Expense Ratio	0.81%	0.18%
Max Drawdown	14.77%	22.10%
Sharpe Ratio	1.56	1.35
5Y Beta	0.52	0.39
P/E Ratio	17.69	N/A
Forward P/E	14.43	N/A
PEG Ratio	0.64	N/A
5Y Dividends CAGR	N/A	29.85%
5Y EPS CAGR	6.70%	N/A
Debt to Equity	105.71%	N/A
P/S Ratio	1.45	N/A
P/B Ratio	3.01	N/A

Net Assets

ROPE

$8.50M

Winner

EAOM

$8.60M

Expense Ratio

ROPE

0.81%

Winner

EAOM

0.18%

Max Drawdown

Winner

ROPE

14.77%

EAOM

22.10%

Sharpe Ratio

Winner

ROPE

1.56

EAOM

1.35

5Y Beta

ROPE

0.52

Winner

EAOM

0.39

P/E Ratio

ROPE

17.69

EAOM

N/A

Forward P/E

ROPE

14.43

EAOM

N/A

PEG Ratio

ROPE

0.64

EAOM

N/A

5Y Dividends CAGR

ROPE

N/A

EAOM

29.85%

5Y EPS CAGR

ROPE

6.70%

EAOM

N/A

Debt to Equity

ROPE

105.71%

EAOM

N/A

P/S Ratio

ROPE

1.45

EAOM

N/A

P/B Ratio

ROPE

3.01

EAOM

N/A

ROPE vs EAOM - Historical Returns

Returns include dividend reinvestment.

Period	ROPE	EAOM
1 month	+3.98%	+0.98%
3 months	+7.25%	+5.18%
6 months	+11.75%	+5.18%
1 year	+21.19%	+12.96%
5 years(CAGR)	N/A	+4.10%
Max(CAGR)	+17.79%	+5.87%

Winner

ROPE

+3.98%

EAOM

+0.98%

Winner

ROPE

+7.25%

EAOM

+5.18%

Winner

ROPE

+11.75%

EAOM

+5.18%

Winner

ROPE

+21.19%

EAOM

+12.96%

5Y(CAGR)

ROPE

N/A

EAOM

+4.10%

Max(CAGR)

Winner

ROPE

+17.79%

EAOM

+5.87%

ROPE vs EAOM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	ROPE	EAOM
2026	+10.54%	+4.52%
2025	+14.24%	+12.96%
2024	+0.34%	+8.15%
2023	N/A	+11.58%
2022	N/A	-15.31%
2021	N/A	+6.75%
2020	N/A	+10.30%

ROPE vs EAOM Drawdown Comparison

The maximum drawdown for ROPE was -14.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for EAOM was -20.74%, occurring on Oct 14, 2022. Recovery took 694 trading sessions.

The current EAOM drawdown is -0.79%.

Rank	ROPE	EAOM
#1	-14.34% Feb 19, 2025 - Jul 3, 2025	-20.74% Nov 9, 2021 - Aug 15, 2024
#2	-6.72% Feb 6, 2026 - Jun 11, 2026	-7.06% Dec 6, 2024 - May 16, 2025
#3	-3.96% Jul 3, 2025 - Aug 20, 2025	-5.17% Feb 25, 2026 - Apr 17, 2026
#4	-3.29% Dec 26, 2024 - Jan 17, 2025	-3.86% Sep 2, 2020 - Nov 11, 2020
#5	-3.19% Oct 3, 2025 - Oct 27, 2025	-3.16% Feb 12, 2021 - Apr 13, 2021
#6	-3.07% Nov 12, 2025 - Nov 26, 2025	-2.65% Sep 2, 2021 - Nov 4, 2021
#7	-2.78% Oct 27, 2025 - Nov 12, 2025	-2.60% Sep 27, 2024 - Dec 4, 2024
#8	-1.94% Aug 22, 2025 - Oct 1, 2025	-2.49% Oct 28, 2025 - Dec 24, 2025
#9	-1.74% Jan 15, 2026 - Jan 22, 2026	-2.17% Jun 2, 2026 - Jun 10, 2026
#10	-1.15% Jan 6, 2026 - Jan 8, 2026	-2.07% May 7, 2021 - Jun 1, 2021
#11	-0.85% Dec 15, 2025 - Dec 22, 2025	-1.65% Jan 25, 2021 - Feb 8, 2021
#12	-0.81% Nov 28, 2025 - Dec 3, 2025	-1.56% May 6, 2026 - May 26, 2026
#13	-0.78% Jan 22, 2026 - Jan 29, 2026	-1.27% Jun 23, 2020 - Jul 1, 2020
#14	-0.73% Feb 6, 2025 - Feb 11, 2025	-1.22% Aug 23, 2024 - Sep 12, 2024
#15	-0.72% Dec 3, 2025 - Dec 10, 2025	-1.14% Oct 8, 2025 - Oct 17, 2025