BWTG vs LOPP
Brendan Wood TopGun ETF vs Gabelli Love Our Planet & People ETF
Which is better, BWTG or LOPP?
BWTG has been ahead.
LOPP has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. LOPP is less concentrated, with 29.1% of the fund in its ten largest positions against 56.7%.
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
| Metric | BWTG | LOPP |
|---|---|---|
| Expense Ratio | 0.95% | 0.00%Best |
| AUM | $21M | $15M |
| Dividend Yield | 0.33% | 0.78% |
| Holdings | 42 | 146 |
| YTD Return | +5.61% | +5.72%Best |
| 1Y Return | +10.02%Best | +9.54% |
| 3Y Return (annualized) | +19.00%Best | +17.16% |
| 5Y Return (annualized) | - | +5.97% |
| Volatility (annualized) | 11.8%Best | 15.8% |
| Max Drawdown | -13.2%Best | -20.3% |
| $10,000 over 2.9 years | $16,561Best | $16,372 |
| Top 10 Weight | 56.7% | 29.1%Best |
| Fund Family | Brendan Wood TopGun | Gabelli Funds |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 9, 2023 | Jan 29, 2021 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 9, 2023 to Oct 14, 2026 (2.9 years).
BWTG vs LOPP 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 2.9 years both funds cover.
BWTG vs LOPP Performance
Brendan Wood TopGun ETF (BWTG) is an ETF from Brendan Wood TopGun and Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds. Over the past year BWTG returned +10.02% while LOPP returned +9.54%. Year to date, BWTG is up 5.61% versus a gain of 5.72% for LOPP.
Over three years, BWTG compounded at +19.00% per year against +17.16% for LOPP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LOPP has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 11.8% for BWTG. 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 -13.2% for BWTG and -20.3% for LOPP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BWTG charges 0.95% per year while LOPP charges 0.00%. On a $10,000 position that is $95 vs $0 annually, a gap of $95 per year that compounds over a long holding period. On income, BWTG currently yields 0.33% against 0.78% for LOPP.
Holdings Overlap
6.0% of BWTG's money is in holdings LOPP also owns. 0.7% of LOPP's money is in holdings BWTG also owns.
BWTG and LOPP share little of their money.
1 positions in common, counted across the 20 positions we hold weights for in BWTG and 69 in LOPP, against full books of 42 and 146.
What only one of them owns
Our book lists 57 positions for LOPP that do not appear in our book for BWTG (83.8% of the fund), and 14 for BWTG that do not appear in LOPP (68.5%).
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
| Stock | Weight in BWTG | Weight in LOPP | Difference |
|---|---|---|---|
| GOOGAlphabet Inc. C | 5.97% | 0.71% | 5.26% |
You are not choosing between two funds in isolation.
Whichever of BWTG and LOPP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BWTG or LOPP?
BWTG has an expense ratio of 0.95% while LOPP charges 0.00%. LOPP is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, BWTG or LOPP?
Over the past year BWTG returned +10.02% vs +9.54% for LOPP, so BWTG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BWTG or LOPP?
LOPP has been the more volatile fund at 15.8% annualized versus 11.8% for BWTG. Worst drawdown: BWTG -13.2% vs LOPP -20.3%.
Should I hold both BWTG and LOPP?
BWTG and LOPP have a monthly-return correlation of 0.73, 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 BWTG and LOPP?
6.0% of BWTG's money is in holdings LOPP also owns. 0.7% of LOPP's is in holdings BWTG also owns. They hold 1 positions in common, counted across the 20 positions we hold weights for in BWTG and 69 in LOPP.
Which pays a higher dividend, BWTG or LOPP?
BWTG yields 0.33% while LOPP yields 0.78%, so LOPP currently pays the higher dividend yield.
Is LOPP better than BWTG?
LOPP has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. LOPP is less concentrated, with 29.1% of the fund in its ten largest positions against 56.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.