LOPP vs VOO

LOPP vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricLOPPVOOWinner
Expense Ratio0.90%0.03%
AUM$16M$997.4B
Dividend Yield0.74%1.08%
Holdings69509
YTD Return+12.74%+13.20%
1Y Return+20.01%+21.62%
3Y Return (annualized)+16.90%+22.16%
5Y Return (annualized)+7.54%+13.42%
Volatility (annualized)17.1%14.1%
Max Drawdown-25.3%-34.3%
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
InceptionJan 29, 2021Sep 7, 2010

LOPP vs VOO Performance

Gabelli Love Our Planet & People ETF (LOPP) is a ETF from Gabelli Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LOPP returned +20.01% while VOO returned +21.62%. Year to date, LOPP is up 12.74% versus a gain of 13.20% for VOO.

Over three years, LOPP compounded at +16.90% per year against +22.16% for VOO; over five years the annualized figures are +7.54% and +13.42% respectively. Across the full 6-year window we track, VOO has the edge at +13.51% annualized vs +9.22%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LOPP has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.1% 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 -34.3% for VOO. 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 0.84. 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 0.74% against 1.08% for VOO.

Holdings Overlap

3.2%overlap

LOPP and VOO share 21 holdings out of 552 unique holdings combined, representing a 3.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LOPPWeight in VOODifference
GEV3.41%0.49%2.92%
GOOG0.65%2.59%1.94%
CMI2.89%0.15%2.74%
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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. On a $10,000 investment, that is $87 per year of difference.

Which performed better, LOPP or VOO?

Over the past year LOPP returned +20.01% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +9.22% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, LOPP or VOO?

LOPP has been the more volatile fund at 17.1% annualized versus 14.1% for VOO. Worst drawdown: LOPP -25.3% vs VOO -34.3%.

Should I hold both LOPP and VOO?

LOPP and VOO have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LOPP and VOO?

LOPP and VOO share 21 common holdings with a 3.2% weight overlap. Combined, they hold 552 unique securities.

Which pays a higher dividend, LOPP or VOO?

LOPP yields 0.74% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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