LOPP vs VYM

LOPP vs VYM

Which is better, LOPP or VYM?

Mid Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 29.3%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricLOPPVYM
Expense Ratio0.90%0.04%Best
AUM$15M$81.6B
Dividend Yield0.74%2.24%
Holdings72613
YTD Return+11.60%+14.82%Best
1Y Return+17.71%+20.84%Best
3Y Return (annualized)+16.04%+18.64%Best
5Y Return (annualized)+6.88%+12.28%Best
Volatility (annualized)16.9%13.4%Best
Max Drawdown-25.3%-15.8%Best
$10,000 over 5 years$13,947$17,845Best
Top 10 Weight29.3%25.9%Best
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionJan 29, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2021 to Sep 4, 2026 (5.6 years).

LOPP vs VYM 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 5.6 years both funds cover.

LOPP vs VYM Performance

Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LOPP returned +17.71% while VYM returned +20.84%. Year to date, LOPP is up 11.60% versus a gain of 14.82% for VYM.

Over three years, LOPP compounded at +16.04% per year against +18.64% for VYM; over five years the annualized figures are +6.88% and +12.28% respectively. Across the full 6-year window we track, VYM has the edge at +14.21% annualized vs +8.95%.

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 13.4% 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 -15.8% for VYM. 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 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

LOPP already in VYM28.9%
VYM already in LOPP2.1%

28.9% of LOPP's money is in holdings VYM also owns. 2.1% of VYM's money is in holdings LOPP also owns.

LOPP and VYM share little of their money.

The two holdings books were reported 50 days apart, LOPP as of Aug 19, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

17 positions in common, counted across the 67 positions we hold weights for in LOPP and 603 in VYM, against full books of 72 and 613.

What only one of them owns

Our book lists 552 positions for VYM that do not appear in our book for LOPP (95.3% of the fund), and 38 for LOPP that do not appear in VYM (55.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in LOPPWeight in VYMDifference
CMICummins Inc.2.80%0.41%2.39%
IDAIdacorp Inc Ida3.10%0.03%3.07%
SXTSensient Technologies Corp2.87%0.02%2.85%
XYLXylem,Inc.2.62%0.12%2.50%
JCIJohnson Controls Intl Plc2.23%0.37%1.86%
BDXBecton Dickinson And Co.1.90%0.18%1.72%
AWKAmerican Water Works Co. Inc.1.81%0.11%1.70%
AVAAvista Corp1.82%0.01%1.81%
HUBBHubbell Inc1.59%0.11%1.48%
LNTAlliant Energy Corp.1.59%0.08%1.51%

28.9% of LOPP is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LOPPVYM

Free for up to 10 holdings. No account needed.

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, by $86 a year on a $10,000 investment.

Which performed better, LOPP or VYM?

Over the past year LOPP returned +17.71% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +8.95% vs +14.21% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LOPP or VYM?

LOPP has been the more volatile fund at 16.9% annualized versus 13.4% for VYM. Worst drawdown: LOPP -25.3% vs VYM -15.8%.

Should I hold both LOPP and VYM?

LOPP and VYM 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 VYM?

28.9% of LOPP's money is in holdings VYM also owns. 2.1% of VYM's is in holdings LOPP also owns. They hold 17 positions in common, counted across the 67 positions we hold weights for in LOPP and 603 in VYM.

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.

Is VYM better than LOPP?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 29.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.