ROPE vs HOLD

Comparison between COASTAL COMPASS 100 ETF (ROPE, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).

ROPE vs HOLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROPE(ETF)	HOLD(ETF)
Net Assets	$8.50M	$8.60M
Expense Ratio	0.81%	N/A
Max Drawdown	14.77%	70.46%
Sharpe Ratio	1.56	-0.77
5Y Beta	0.52	0.78
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	7.97%
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

HOLD

$8.60M

Expense Ratio

ROPE

0.81%

HOLD

N/A

Max Drawdown

Winner

ROPE

14.77%

HOLD

70.46%

Sharpe Ratio

Winner

ROPE

1.56

HOLD

-0.77

5Y Beta

Winner

ROPE

0.52

HOLD

0.78

P/E Ratio

ROPE

17.69

HOLD

N/A

Forward P/E

ROPE

14.43

HOLD

N/A

PEG Ratio

ROPE

0.64

HOLD

N/A

5Y Dividends CAGR

ROPE

N/A

HOLD

7.97%

5Y EPS CAGR

ROPE

6.70%

HOLD

N/A

Debt to Equity

ROPE

105.71%

HOLD

N/A

P/S Ratio

ROPE

1.45

HOLD

N/A

P/B Ratio

ROPE

3.01

HOLD

N/A

ROPE vs HOLD - Historical Returns

Returns include dividend reinvestment.

Period	ROPE	HOLD
1 month	+3.98%	-2.65%
3 months	+7.25%	+5.13%
6 months	+11.75%	+8.43%
1 year	+21.19%	+18.12%
5 years(CAGR)	N/A	-18.07%
10 years(CAGR)	N/A	-8.84%
Max(CAGR)	+17.79%	-7.12%

Winner

ROPE

+3.98%

HOLD

-2.65%

Winner

ROPE

+7.25%

HOLD

+5.13%

Winner

ROPE

+11.75%

HOLD

+8.43%

Winner

ROPE

+21.19%

HOLD

+18.12%

5Y(CAGR)

ROPE

N/A

HOLD

-18.07%

10Y(CAGR)

ROPE

N/A

HOLD

-8.84%

Max(CAGR)

Winner

ROPE

+17.79%

HOLD

-7.12%

ROPE vs HOLD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ROPE	HOLD
2026	+10.54%	+8.32%
2025	+14.24%	+8.52%
2024	+0.34%	N/A
2023	N/A	+1.16%
2022	N/A	+0.40%
2021	N/A	+0.15%
2020	N/A	+0.69%
2019	N/A	+3.06%
2018	N/A	+1.82%
2017	N/A	+1.30%
2016	N/A	+1.34%
2015	N/A	+0.16%
2014	N/A	-0.21%

ROPE vs HOLD Drawdown Comparison

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

The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.

The current HOLD drawdown is -63.80%.

Rank	ROPE	HOLD
#1	-14.34% Feb 19, 2025 - Jul 3, 2025	-69.65% Mar 23, 2023 - Aug 20, 2025
#2	-6.72% Feb 6, 2026 - Jun 11, 2026	-5.23% Feb 25, 2020 - Dec 31, 2020
#3	-3.96% Jul 3, 2025 - Aug 20, 2025	-1.59% Jul 23, 2021 - Jan 12, 2023
#4	-3.29% Dec 26, 2024 - Jan 17, 2025	-0.54% Oct 28, 2014 - Jul 20, 2015
#5	-3.19% Oct 3, 2025 - Oct 27, 2025	-0.49% Jul 20, 2015 - Mar 29, 2016
#6	-3.07% Nov 12, 2025 - Nov 26, 2025	-0.37% Dec 31, 2020 - Jul 23, 2021
#7	-2.78% Oct 27, 2025 - Nov 12, 2025	-0.35% Jul 7, 2016 - Oct 12, 2016
#8	-1.94% Aug 22, 2025 - Oct 1, 2025	-0.34% Apr 13, 2018 - May 25, 2018
#9	-1.74% Jan 15, 2026 - Jan 22, 2026	-0.28% May 17, 2017 - Jun 29, 2017
#10	-1.15% Jan 6, 2026 - Jan 8, 2026	-0.28% Feb 2, 2023 - Feb 17, 2023
#11	-0.85% Dec 15, 2025 - Dec 22, 2025	-0.24% Jan 11, 2017 - Feb 10, 2017
#12	-0.81% Nov 28, 2025 - Dec 3, 2025	-0.24% Aug 5, 2014 - Sep 25, 2014
#13	-0.78% Jan 22, 2026 - Jan 29, 2026	-0.21% Mar 14, 2023 - Mar 16, 2023
#14	-0.73% Feb 6, 2025 - Feb 11, 2025	-0.21% Mar 16, 2023 - Mar 20, 2023
#15	-0.72% Dec 3, 2025 - Dec 10, 2025	-0.21% Feb 20, 2019 - Feb 25, 2019

Correlation

Correlation between ROPE and HOLD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2014 - 2026)

ROPE vs HOLD dividend yield comparison.

Year	ROPE	HOLD
2026	0.15%	0.00%
2025	2.40%	7.32%
2024	0.03%	0.00%
2023	0.00%	0.75%
2022	0.00%	1.51%
2021	0.00%	0.55%
2020	0.00%	1.42%
2019	0.00%	2.33%
2018	0.00%	1.96%
2017	0.00%	1.30%
2016	0.00%	0.97%
2015	0.00%	0.39%
2014	0.00%	0.67%