ROPE vs JDOC
Comparison between COASTAL COMPASS 100 ETF (ROPE, ETF) and JPMORGAN HEALTHCARE LEADERS ETF (JDOC, ETF).
ROPE vs JDOC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROPE
$8.50M
JDOC
$8.50M
Expense Ratio
ROPE
0.81%
Winner
JDOC
0.65%
Max Drawdown
Winner
ROPE
14.77%
JDOC
24.92%
Sharpe Ratio
Winner
ROPE
1.56
JDOC
0.72
5Y Beta
ROPE
0.52
Winner
JDOC
0.52
P/E Ratio
Winner
ROPE
17.69
JDOC
50.22
Forward P/E
Winner
ROPE
14.43
JDOC
17.13
PEG Ratio
Winner
ROPE
0.64
JDOC
0.67
5Y EPS CAGR
Winner
ROPE
6.70%
JDOC
5.61%
Debt to Equity
ROPE
105.71%
Winner
JDOC
65.55%
P/S Ratio
ROPE
1.45
Winner
JDOC
1.29
P/B Ratio
Winner
ROPE
3.01
JDOC
4.81
ROPE vs JDOC - Holdings Comparison
ROPE and JDOC have 7 common holdings. Overlap is 10.03%
ROPE's top 25 holdings weight is 73.63%. JDOC's top 25 holdings weight is 75.92%.
| Rank | ROPE | JDOC |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 5.75% | ELI LILLY AND CO (LLY) - 7.71% |
| #2 | TARGET CORP (TGT) - 5.70% | ABBVIE INC (ABBV) - 7.19% |
| #3 | CONOCOPHILLIPS (COP) - 5.61% | UNITEDHEALTH GROUP INC (UNH) - 6.18% |
| #4 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.47% | JOHNSON & JOHNSON (JNJ) - 4.78% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 5.31% | MERCK & CO INC (MRK) - 4.58% |
| #6 | CVS HEALTH CORP (CVS) - 5.26% | ASTRAZENECA PLC (AZN:XLON) - 4.47% |
| #7 | BRISTOL-MYERS SQUIBB CO (BMY) - 5.04% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.42% |
| #8 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.61% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.96% |
| #9 | U.S. BANCORP (USB) - 4.57% | CVS HEALTH CORP (CVS) - 2.93% |
| #10 | COMCAST CORP CLASS A (CMCSA) - 4.32% | INTUITIVE SURGICAL INC (ISRG) - 2.80% |
| #11 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.74% | NOVO NORDISK AS CLASS B (n/a) - 2.74% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.78% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.72% |
| #13 | CATERPILLAR INC (CAT) - 1.63% | ARGENX SE (n/a) - 2.40% |
| #14 | QUALCOMM INC (QCOM) - 1.54% | UCB SA (n/a) - 2.03% |
| #15 | FEDEX CORP (FDX) - 1.47% | HOYA CORP (n/a) - 1.95% |
| #16 | COCA-COLA CO (KO) - 1.34% | REGENERON PHARMACEUTICALS INC (REGN) - 1.95% |
| #17 | COLGATE-PALMOLIVE CO (CL) - 1.32% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.93% |
| #18 | UNION PACIFIC CORP (UNP) - 1.31% | EDWARDS LIFESCIENCES CORP (EW) - 1.90% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 1.31% | DANAHER CORP (DHR) - 1.82% |
| #20 | HONEYWELL INTERNATIONAL INC (HON) - 1.29% | CENCORA INC (COR) - 1.70% |
| #21 | STARBUCKS CORP (SBUX) - 1.29% | TEVA PHARMACEUTICAL INDUSTRIES LTD (n/a) - 1.68% |
| #22 | JOHNSON & JOHNSON (JNJ) - 1.27% | BIOGEN INC (BIIB) - 1.60% |
| #23 | GILEAD SCIENCES INC (GILD) - 1.25% | STRYKER CORP (SYK) - 1.57% |
| #24 | MERCK & CO INC (MRK) - 1.24% | BOSTON SCIENTIFIC CORP (BSX) - 1.49% |
| #25 | DEERE & CO (DE) - 1.21% | CARDINAL HEALTH INC (CAH) - 1.42% |
| Total Holdings | 53 | 63 |
ROPE vs JDOC - Historical Returns
Returns include dividend reinvestment.
1M
ROPE
+2.97%
Winner
JDOC
+3.24%
3M
Winner
ROPE
+5.88%
JDOC
+2.12%
6M
Winner
ROPE
+10.46%
JDOC
-1.23%
1Y
Winner
ROPE
+20.91%
JDOC
+13.14%
Max(CAGR)
Winner
ROPE
+17.12%
JDOC
+8.89%
ROPE vs JDOC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ROPE | JDOC |
|---|---|---|
| 2026 | +9.75% | -1.22% |
| 2025 | +14.24% | +15.12% |
| 2024 | +0.34% | -2.23% |
| 2023 | N/A | +10.71% |
ROPE vs JDOC Drawdown Comparison
The maximum drawdown for ROPE was -14.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for JDOC was -20.85%, occurring on May 14, 2025. This drawdown has not yet recovered.
The current ROPE drawdown is -0.71%. The current JDOC drawdown is -4.21%.
| Rank | ROPE | JDOC |
|---|---|---|
| #1 | -14.34% Feb 19, 2025 - Jul 3, 2025 | -20.85% Aug 30, 2024 - May 14, 2025 |
| #2 | -6.72% Feb 6, 2026 - Jun 11, 2026 | -5.87% Mar 28, 2024 - Jun 6, 2024 |
| #3 | -3.96% Jul 3, 2025 - Aug 20, 2025 | -3.74% Aug 1, 2024 - Aug 13, 2024 |
| #4 | -3.29% Dec 26, 2024 - Jan 17, 2025 | -2.63% Jan 10, 2024 - Feb 1, 2024 |
| #5 | -3.19% Oct 3, 2025 - Oct 27, 2025 | -2.47% Nov 7, 2023 - Nov 14, 2023 |
| #6 | -3.07% Nov 12, 2025 - Nov 26, 2025 | -2.35% Jul 17, 2024 - Aug 1, 2024 |
| #7 | -2.78% Oct 27, 2025 - Nov 12, 2025 | -2.35% Jun 25, 2024 - Jul 10, 2024 |
| #8 | -1.94% Aug 22, 2025 - Oct 1, 2025 | -1.96% Dec 19, 2023 - Dec 22, 2023 |
| #9 | -1.74% Jan 15, 2026 - Jan 22, 2026 | -1.75% Mar 7, 2024 - Mar 27, 2024 |
| #10 | -1.15% Jan 6, 2026 - Jan 8, 2026 | -1.68% Feb 27, 2024 - Mar 7, 2024 |
| #11 | -0.85% Dec 15, 2025 - Dec 22, 2025 | -1.35% Nov 24, 2023 - Dec 1, 2023 |
| #12 | -0.81% Nov 28, 2025 - Dec 3, 2025 | -1.30% Feb 12, 2024 - Feb 14, 2024 |
| #13 | -0.78% Jan 22, 2026 - Jan 29, 2026 | -1.19% Jun 10, 2024 - Jun 24, 2024 |
| #14 | -0.73% Feb 6, 2025 - Feb 11, 2025 | -0.86% Dec 14, 2023 - Dec 19, 2023 |
| #15 | -0.72% Dec 3, 2025 - Dec 10, 2025 | -0.70% Dec 4, 2023 - Dec 12, 2023 |
Correlation
Correlation between ROPE and JDOC is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2023 - 2026)
ROPE vs JDOC dividend yield comparison.
| Year | ROPE | JDOC |
|---|---|---|
| 2026 | 0.15% | 0.00% |
| 2025 | 2.40% | 0.89% |
| 2024 | 0.03% | 5.57% |
| 2023 | 0.00% | 0.15% |
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