LOPP vs QQQ

LOPP vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricLOPPQQQWinner
Expense Ratio0.90%0.18%
AUM$16M$496.3B
Dividend Yield0.74%0.44%
Holdings69108
YTD Return+11.88%+16.23%
1Y Return+19.49%+26.23%
3Y Return (annualized)+16.58%+25.75%
5Y Return (annualized)+7.19%+14.78%
Volatility (annualized)17.1%30.6%
Max Drawdown-25.3%-83.0%
Fund FamilyGabelli FundsInvesco (US)
CategoryEquityEquity
InceptionJan 29, 2021Mar 10, 1999

LOPP vs QQQ Performance

Gabelli Love Our Planet & People ETF (LOPP) is a ETF from Gabelli Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year LOPP returned +19.49% while QQQ returned +26.23%. Year to date, LOPP is up 11.88% versus a gain of 16.23% for QQQ.

Over three years, LOPP compounded at +16.58% per year against +25.75% for QQQ; over five years the annualized figures are +7.19% and +14.78% respectively. Across the full 6-year window we track, QQQ has the edge at +13.02% annualized vs +9.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.1% 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 -25.3% for LOPP and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LOPP charges 0.90% per year while QQQ charges 0.18%. On a $10,000 position that is $90 vs $18 annually, a gap of $72 per year that compounds over a long holding period. On income, LOPP currently yields 0.74% against 0.44% for QQQ.

Holdings Overlap

0.9%overlap

LOPP and QQQ share 2 holdings out of 168 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LOPPWeight in QQQDifference
GOOG0.65%3.13%2.48%
VRTX0.26%0.54%0.28%

Frequently Asked Questions

Which is cheaper, LOPP or QQQ?

LOPP has an expense ratio of 0.90% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, LOPP or QQQ?

Over the past year LOPP returned +19.49% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +9.07% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, LOPP or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 17.1% for LOPP. Worst drawdown: LOPP -25.3% vs QQQ -83.0%.

Should I hold both LOPP and QQQ?

LOPP and QQQ have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LOPP and QQQ?

LOPP and QQQ share 2 common holdings with a 0.9% weight overlap. Combined, they hold 168 unique securities.

Which pays a higher dividend, LOPP or QQQ?

LOPP yields 0.74% while QQQ yields 0.44%, so LOPP currently pays the higher dividend yield.

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