LOPP vs VOO

LOPP vs VOO

Which is better, LOPP or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricLOPPVOO
Expense Ratio0.90%0.03%Best
AUM$15M$1.0T
Dividend Yield0.76%1.05%
Holdings148519
YTD Return+8.51%+12.11%Best
1Y Return+11.07%+12.50%Best
3Y Return (annualized)+19.00%+21.54%Best
5Y Return (annualized)+5.65%+11.93%Best
Volatility (annualized)16.9%15.0%Best
Max Drawdown-25.3%-24.5%Best
$10,000 over 5 years$13,163$17,568Best
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionJan 29, 2021Sep 7, 2010

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 VOO 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 VOO Performance

Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LOPP returned +11.07% while VOO returned +12.50%. Year to date, LOPP is up 8.51% versus a gain of 12.11% for VOO.

Over three years, LOPP compounded at +19.00% per year against +21.54% for VOO; over five years the annualized figures are +5.65% and +11.93% respectively. Across the full 6-year window we track, VOO has the edge at +14.53% 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 15.0% for VOO. 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 -24.5% for VOO. 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

LOPP charges 0.90% per year while VOO charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, LOPP currently yields 0.76% against 1.05% for VOO.

Holdings Overlap

VOO already in LOPP4.7%

At least 4.7% of VOO'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.

VOO and LOPP share little of their money.

21 positions in common, counted across the 69 positions we hold weights for in LOPP and 506 in VOO, against full books of 148 and 519.

Top Shared Holdings

StockWeight in LOPPWeight in VOODifference
GEVGE Vernova Inc. CDR (CAD Hedged)3.55%0.38%3.17%
GOOGAlphabet Inc. C0.70%2.45%1.75%
FCXFreeport-mcmoran Copper & Gold Inc.2.89%0.15%2.74%
DEDeere & Co Sedol 22612032.55%0.26%2.29%
CMICummins Inc.2.56%0.11%2.45%
XYLXylem Inc./ NY2.55%0.04%2.51%
WYWeyerhaeuser Co.2.44%0.02%2.42%
JCIJohnson Controls Intl Plc2.31%0.14%2.17%
BDXBecton Dickinson And Co.2.15%0.07%2.08%
AWKAmerican Water Works Co. Inc.1.91%0.04%1.87%

You are not choosing between two funds in isolation.

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

LOPPVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LOPP or VOO?

LOPP has an expense ratio of 0.90% while VOO charges 0.03%. VOO is the cheaper option, by $87 a year on a $10,000 investment.

Which performed better, LOPP or VOO?

Over the past year LOPP returned +11.07% vs +12.50% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +8.12% vs +14.53% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LOPP or VOO?

LOPP has been the more volatile fund at 16.9% annualized versus 15.0% for VOO. Worst drawdown: LOPP -25.3% vs VOO -24.5%.

Should I hold both LOPP and VOO?

LOPP and VOO 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 LOPP and VOO?

At least 4.7% of VOO's money is in holdings LOPP also owns. Our book for LOPP is partial, so the real figure is this or higher. They hold 21 positions in common, counted across the 69 positions we hold weights for in LOPP and 506 in VOO.

Which pays a higher dividend, LOPP or VOO?

LOPP yields 0.76% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.

Is VOO better than LOPP?

VOO has a lower expense ratio. VOO 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.