LOPP vs VXUS

LOPP vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricLOPPVXUSWinner
Expense Ratio0.90%0.05%
AUM$16M$158.1B
Dividend Yield0.74%2.59%
Holdings698,747
YTD Return+15.21%+15.22%
1Y Return+22.33%+26.86%
3Y Return (annualized)+17.34%+20.34%
5Y Return (annualized)+7.47%+9.38%
Volatility (annualized)17.1%15.1%
Max Drawdown-25.3%-39.9%
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
InceptionJan 29, 2021Jan 26, 2011

LOPP vs VXUS Performance

Gabelli Love Our Planet & People ETF (LOPP) is a ETF from Gabelli Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LOPP returned +22.33% while VXUS returned +26.86%. Year to date, LOPP is up 15.21% versus a gain of 15.22% for VXUS.

Over three years, LOPP compounded at +17.34% per year against +20.34% for VXUS; over five years the annualized figures are +7.47% and +9.38% respectively. Across the full 6-year window we track, LOPP has the edge at +9.67% annualized vs +4.89%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LOPP charges 0.90% per year while VXUS charges 0.05%. On a $10,000 position that is $90 vs $5 annually, a gap of $85 per year that compounds over a long holding period. On income, LOPP currently yields 0.74% against 2.59% for VXUS.

Holdings Overlap

0.3%overlap

LOPP and VXUS share 6 holdings out of 7931 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LOPPWeight in VXUSDifference
WCN:CA2.41%0.10%2.31%
CCJ1.97%0.11%1.86%
BEPC:CA0.95%0.01%0.94%
VIE:PAProProPro
6361:TKProProPro
SVT:LNProProPro
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Frequently Asked Questions

Which is cheaper, LOPP or VXUS?

LOPP has an expense ratio of 0.90% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

Which performed better, LOPP or VXUS?

Over the past year LOPP returned +22.33% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +9.67% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, LOPP or VXUS?

LOPP has been the more volatile fund at 17.1% annualized versus 15.1% for VXUS. Worst drawdown: LOPP -25.3% vs VXUS -39.9%.

Should I hold both LOPP and VXUS?

LOPP and VXUS have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LOPP and VXUS?

LOPP and VXUS share 6 common holdings with a 0.3% weight overlap. Combined, they hold 7931 unique securities.

Which pays a higher dividend, LOPP or VXUS?

LOPP yields 0.74% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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