LOPP vs VYM

LOPP vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricLOPPVYMWinner
Expense Ratio0.90%0.04%
AUM$16M$81.6B
Dividend Yield0.74%2.24%
Holdings69616
YTD Return+15.21%+16.42%
1Y Return+22.33%+24.22%
3Y Return (annualized)+17.34%+19.03%
5Y Return (annualized)+7.47%+12.21%
Volatility (annualized)17.1%14.6%
Max Drawdown-25.3%-58.8%
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
InceptionJan 29, 2021Nov 10, 2006

LOPP vs VYM Performance

Gabelli Love Our Planet & People ETF (LOPP) is a ETF from Gabelli Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LOPP returned +22.33% while VYM returned +24.22%. Year to date, LOPP is up 15.21% versus a gain of 16.42% for VYM.

Over three years, LOPP compounded at +17.34% per year against +19.03% for VYM; over five years the annualized figures are +7.47% and +12.21% respectively. Across the full 6-year window we track, LOPP has the edge at +9.67% annualized vs +7.10%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LOPP charges 0.90% per year while VYM charges 0.04%. On a $10,000 position that is $90 vs $4 annually, a gap of $86 per year that compounds over a long holding period. On income, LOPP currently yields 0.74% against 2.24% for VYM.

Holdings Overlap

2.1%overlap

LOPP and VYM share 17 holdings out of 654 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LOPPWeight in VYMDifference
CMI2.89%0.41%2.48%
IDA3.24%0.03%3.21%
XYL2.87%0.12%2.75%
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Frequently Asked Questions

Which is cheaper, LOPP or VYM?

LOPP has an expense ratio of 0.90% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, LOPP or VYM?

Over the past year LOPP returned +22.33% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +9.67% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, LOPP or VYM?

LOPP has been the more volatile fund at 17.1% annualized versus 14.6% for VYM. Worst drawdown: LOPP -25.3% vs VYM -58.8%.

Should I hold both LOPP and VYM?

LOPP and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LOPP and VYM?

LOPP and VYM share 17 common holdings with a 2.1% weight overlap. Combined, they hold 654 unique securities.

Which pays a higher dividend, LOPP or VYM?

LOPP yields 0.74% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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