LOPP vs NBET

LOPP vs NBET

Which is better, LOPP or NBET?

NBET has been ahead.

NBET has a lower expense ratio. NBET led over 1Y, 3Y and the full window.

Lower Fees: NBETHigher Returns: NBET

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

MetricLOPPNBET
Expense Ratio0.90%0.65%Best
AUM$15M$52M
Dividend Yield0.76%2.33%
Holdings14865
YTD Return+8.51%+25.85%Best
1Y Return+11.07%+25.97%Best
3Y Return (annualized)+19.00%+25.78%Best
5Y Return (annualized)+5.65%-
Volatility (annualized)17.4%Best19.8%
Max Drawdown-20.3%-18.7%Best
$10,000 over 4.6 years$14,505$17,710Best
Fund FamilyGabelli FundsNeuberger Berman ETF Trust
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionJan 29, 2021Apr 6, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Apr 7, 2022 to Nov 11, 2026 (4.6 years).

LOPP vs NBET 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 4.6 years both funds cover.

Compare LOPP against instead:LOPP vs SPYLOPP vs QQQLOPP vs VOOLOPP vs VTINBET against:NBET vs VXUS

LOPP vs NBET Performance

Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds and Neuberger Berman Energy Transition & Infrastructure ETF (NBET) is an ETF from Neuberger Berman ETF Trust. Over the past year LOPP returned +11.07% while NBET returned +25.97%. Year to date, LOPP is up 8.51% versus a gain of 25.85% for NBET.

Over three years, LOPP compounded at +19.00% per year against +25.78% for NBET.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NBET has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 17.4% for LOPP. 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 -20.3% for LOPP and -18.7% for NBET. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LOPP charges 0.90% per year while NBET charges 0.65%. On a $10,000 position that is $90 vs $65 annually, a gap of $25 per year that compounds over a long holding period. On income, LOPP currently yields 0.76% against 2.33% for NBET.

Holdings Overlap

NBET already in LOPP3.8%

At least 3.8% of NBET'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.

NBET and LOPP share little of their money.

1 positions in common, counted across the 69 positions we hold weights for in LOPP and 30 in NBET, against full books of 148 and 65.

Top Shared Holdings

StockWeight in LOPPWeight in NBETDifference
CWENClearway Energy, Inc., Class C0.42%3.77%3.35%

You are not choosing between two funds in isolation.

Whichever of LOPP and NBET you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LOPPNBET

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LOPP or NBET?

LOPP has an expense ratio of 0.90% while NBET charges 0.65%. NBET is the cheaper option, by $25 a year on a $10,000 investment.

Which performed better, LOPP or NBET?

Over the past year LOPP returned +11.07% vs +25.97% for NBET, so NBET leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LOPP or NBET?

NBET has been the more volatile fund at 19.8% annualized versus 17.4% for LOPP. Worst drawdown: LOPP -20.3% vs NBET -18.7%.

Should I hold both LOPP and NBET?

LOPP and NBET have a monthly-return correlation of 0.69, 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 LOPP and NBET?

At least 3.8% of NBET's money is in holdings LOPP also owns. Our book for LOPP is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 69 positions we hold weights for in LOPP and 30 in NBET.

Which pays a higher dividend, LOPP or NBET?

LOPP yields 0.76% while NBET yields 2.33%, so NBET currently pays the higher dividend yield.

Is NBET better than LOPP?

NBET has a lower expense ratio. NBET led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.