LOPP vs SCHD
Gabelli Love Our Planet & People ETF vs Schwab US Dividend Equity ETF
Which is better, LOPP or SCHD?
Mid Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD 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 | LOPP | SCHD |
|---|---|---|
| Expense Ratio | 0.90% | 0.06%Best |
| AUM | $15M | $119.9B |
| Dividend Yield | 0.76% | 2.96% |
| Holdings | 148 | 204 |
| YTD Return | +8.51% | +33.09%Best |
| 1Y Return | +11.07% | +37.17%Best |
| 3Y Return (annualized) | +19.00% | +20.32%Best |
| 5Y Return (annualized) | +5.65% | +10.36%Best |
| Volatility (annualized) | 16.9% | 15.2%Best |
| Max Drawdown | -25.3% | -16.9%Best |
| $10,000 over 5 years | $13,163 | $16,370Best |
| Fund Family | Gabelli Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Jan 29, 2021 | Oct 20, 2011 |
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).
LOPP vs SCHD 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.
LOPP vs SCHD Performance
Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year LOPP returned +11.07% while SCHD returned +37.17%. Year to date, LOPP is up 8.51% versus a gain of 33.09% for SCHD.
Over three years, LOPP compounded at +19.00% per year against +20.32% for SCHD; over five years the annualized figures are +5.65% and +10.36% respectively. Across the full 6-year window we track, SCHD has the edge at +13.30% 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 15.2% for SCHD. 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 -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 SCHD charges 0.06%. On a $10,000 position that is $90 vs $6 annually, a gap of $84 per year that compounds over a long holding period. On income, LOPP currently yields 0.76% against 2.96% for SCHD.
Holdings Overlap
At least 0.1% of SCHD'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.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 69 positions we hold weights for in LOPP and 98 in SCHD, against full books of 148 and 204.
Top Shared Holdings
| Stock | Weight in LOPP | Weight in SCHD | Difference |
|---|---|---|---|
| CWENClearway Energy, Inc., Class C | 0.42% | 0.09% | 0.33% |
You are not choosing between two funds in isolation.
Whichever of LOPP and SCHD 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, LOPP or SCHD?
LOPP has an expense ratio of 0.90% while SCHD charges 0.06%. SCHD is the cheaper option, by $84 a year on a $10,000 investment.
Which performed better, LOPP or SCHD?
Over the past year LOPP returned +11.07% vs +37.17% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +8.12% vs +13.30% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LOPP or SCHD?
LOPP has been the more volatile fund at 16.9% annualized versus 15.2% for SCHD. Worst drawdown: LOPP -25.3% vs SCHD -16.9%.
Should I hold both LOPP and SCHD?
LOPP and SCHD have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, LOPP or SCHD?
LOPP yields 0.76% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than LOPP?
SCHD has a lower expense ratio. SCHD 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.