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.
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 | $850.0B | $15M |
| Dividend Yield | 1.09% | 0.76% |
| Holdings | 1,018 | 148 |
| YTD Return | +12.12%Best | +8.51% |
| 1Y Return | +12.53%Best | +11.07% |
| 3Y Return (annualized) | +21.54%Best | +19.00% |
| 5Y Return (annualized) | +11.93%Best | +5.65% |
| Volatility (annualized) | 15.1%Best | 16.9% |
| Max Drawdown | -24.5%Best | -25.3% |
| $10,000 over 5 years | $17,568Best | $13,163 |
| 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 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2021 to Nov 11, 2026 (5.8 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 5.8 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 +12.53% while LOPP returned +11.07%. Year to date, IVV is up 12.12% versus a gain of 8.51% for LOPP.
Over three years, IVV compounded at +21.54% per year against +19.00% for LOPP; over five years the annualized figures are +11.93% and +5.65% respectively. Across the full 6-year window we track, IVV has the edge at +14.52% annualized vs +8.12%.
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 15.1% 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 0.83. 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 1.09% against 0.76% for LOPP.
Holdings Overlap
At least 4.8% of IVV's money is in holdings LOPP also owns.
Stated as a floor: for LOPP, our book for it covers 95.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and LOPP share little of their money.
22 positions in common, counted across the 505 positions we hold weights for in IVV and 69 in LOPP, against full books of 1,018 and 148.
Top Shared Holdings
| Stock | Weight in IVV | Weight in LOPP | Difference |
|---|---|---|---|
| GEVGE Vernova Inc. CDR (CAD Hedged) | 0.38% | 3.55% | 3.17% |
| GOOGAlphabet Inc. C | 2.45% | 0.70% | 1.75% |
| FCXFreeport-mcmoran Copper & Gold Inc. | 0.15% | 2.89% | 2.74% |
| DEDeere & Co Sedol 2261203 | 0.25% | 2.55% | 2.30% |
| CMICummins Inc. | 0.11% | 2.56% | 2.45% |
| XYLXylem Inc./ NY | 0.04% | 2.55% | 2.51% |
| WYWeyerhaeuser Co. | 0.02% | 2.44% | 2.42% |
| JCIJohnson Controls Intl Plc | 0.14% | 2.31% | 2.17% |
| BDXBecton Dickinson And Co. | 0.08% | 2.15% | 2.07% |
| AWKAmerican Water Works Co. Inc. | 0.04% | 1.91% | 1.87% |
You are not choosing between two funds in isolation.
Whichever of IVV and LOPP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
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 +12.53% vs +11.07% for LOPP, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +14.52% vs +8.12% 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 15.1% 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 0.83, 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?
At least 4.8% of IVV's money is in holdings LOPP also owns. Our book for LOPP is partial, so the real figure is this or higher. They hold 22 positions in common, counted across the 505 positions we hold weights for in IVV and 69 in LOPP.
Which pays a higher dividend, IVV or LOPP?
IVV yields 1.09% while LOPP yields 0.76%, 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. Which one suits a particular account depends on what it is for. This is information, not a recommendation.