IVV vs LOPP
iShares Core S&P 500 ETF vs Gabelli Love Our Planet & People ETF
Which is better, IVV or LOPP?
Large Cap Blend against Mid Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. LOPP is less concentrated, with 29.3% of the fund in its ten largest positions against 37.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | LOPP |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.90% |
| AUM | $886.7B | $15M |
| Dividend Yield | 1.10% | 0.74% |
| Holdings | 508 | 72 |
| YTD Return | +12.70%Best | +12.11% |
| 1Y Return | +19.36%Best | +17.87% |
| 3Y Return (annualized) | +21.16%Best | +16.53% |
| 5Y Return (annualized) | +12.75%Best | +7.06% |
| Volatility (annualized) | 15.3%Best | 16.9% |
| Max Drawdown | -24.5%Best | -25.3% |
| $10,000 over 5 years | $18,221Best | $14,065 |
| Top 10 Weight | 37.9% | 29.3%Best |
| Fund Family | iShares by BlackRock (US) | Gabelli Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Blend |
| Inception | May 15, 2000 | Jan 29, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2021 to Sep 8, 2026 (5.6 years).
IVV vs LOPP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.6 years both funds cover.
IVV vs LOPP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds. Over the past year IVV returned +19.36% while LOPP returned +17.87%. Year to date, IVV is up 12.70% versus a gain of 12.11% for LOPP.
Over three years, IVV compounded at +21.16% per year against +16.53% for LOPP; over five years the annualized figures are +12.75% and +7.06% respectively. Across the full 6-year window we track, IVV has the edge at +15.12% annualized vs +9.02%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LOPP has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.3% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.5% for IVV and -25.3% for LOPP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while LOPP charges 0.90%. On a $10,000 position that is $3 vs $90 annually, a gap of $87 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.74% for LOPP.
Holdings Overlap
4.9% of IVV's money is in holdings LOPP also owns. 38.3% of LOPP's money is in holdings IVV also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 504 positions we hold weights for in IVV and 67 in LOPP, against full books of 508 and 72.
What only one of them owns
Our book lists 34 positions for LOPP that do not appear in our book for IVV (46.4% of the fund), and 471 for IVV that do not appear in LOPP (94.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LOPP | Difference |
|---|---|---|---|
| GEVGE Vernova Inc. CDR (CAD Hedged) | 0.41% | 3.63% | 3.22% |
| GOOGAlphabet, Inc., Class C | 2.56% | 0.66% | 1.90% |
| CMICummins Inc. | 0.13% | 2.80% | 2.67% |
| WYWeyerhaeuser Co. | 0.03% | 2.76% | 2.73% |
| FCXFreeport-McMoran Copper & Gold Inc | 0.15% | 2.58% | 2.43% |
| XYLXylem Inc./ NY | 0.04% | 2.62% | 2.58% |
| DEDeere & Co. | 0.23% | 2.20% | 1.97% |
| JCIJohnson Controls Intl Plc | 0.14% | 2.23% | 2.09% |
| BDXBecton, Dickinson And Company | 0.07% | 1.90% | 1.83% |
| AWKAmerican Water Works Co. Inc. | 0.04% | 1.81% | 1.77% |
38.3% of LOPP is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or LOPP?
IVV has an expense ratio of 0.03% while LOPP charges 0.90%. IVV is the cheaper option, by $87 a year on a $10,000 investment.
Which performed better, IVV or LOPP?
Over the past year IVV returned +19.36% vs +17.87% for LOPP, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +15.12% vs +9.02% for LOPP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or LOPP?
LOPP has been the more volatile fund at 16.9% annualized versus 15.3% for IVV. Worst drawdown: IVV -24.5% vs LOPP -25.3%.
Should I hold both IVV and LOPP?
IVV and LOPP have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and LOPP?
38.3% of LOPP's money is in holdings IVV also owns. 38.3% of LOPP's is in holdings IVV also owns. They hold 22 positions in common, counted across the 504 positions we hold weights for in IVV and 67 in LOPP.
Which pays a higher dividend, IVV or LOPP?
IVV yields 1.10% while LOPP yields 0.74%, so IVV currently pays the higher dividend yield.
Is LOPP better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. LOPP is less concentrated, with 29.3% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.