FMTM vs LOPP

FMTM vs LOPP

Which is better, FMTM or LOPP?

FMTM has been ahead.

LOPP has a lower expense ratio. FMTM led over 1Y and the full window. LOPP is less concentrated, with 29.1% of the fund in its ten largest positions against 34.9%.

Lower Fees: LOPPHigher Returns: FMTMLess Concentrated: LOPP

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

MetricFMTMLOPP
Expense Ratio0.45%0.00%Best
AUM$284M$15M
Dividend Yield0.24%0.78%
Holdings86146
YTD Return+19.94%Best+6.05%
1Y Return+32.01%Best+9.51%
3Y Return (annualized)-+17.26%
5Y Return (annualized)-+5.94%
Volatility (annualized)19.8%14.2%Best
Max Drawdown-15.4%-13.6%Best
$10,000 over 1.6 years$15,919Best$13,199
Top 10 Weight34.9%29.1%Best
Fund FamilyMarketDesk IndicesGabelli Funds
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionMar 20, 2025Jan 29, 2021

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 20, 2025 to Oct 15, 2026 (1.6 years).

FMTM 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 1.6 years both funds cover.

Compare FMTM against instead:FMTM vs SPYFMTM vs QQQFMTM vs VOOFMTM vs VTILOPP against:LOPP vs VXUS

FMTM vs LOPP Performance

MarketDesk Focused US Momentum ETF (FMTM) is an ETF from MarketDesk Indices and Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds. Over the past year FMTM returned +32.01% while LOPP returned +9.51%. Year to date, FMTM is up 19.94% versus a gain of 6.05% for LOPP.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FMTM has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 14.2% for LOPP. 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 -15.4% for FMTM and -13.6% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMTM charges 0.45% per year while LOPP charges 0.00%. On a $10,000 position that is $45 vs $0 annually, a gap of $45 per year that compounds over a long holding period. On income, FMTM currently yields 0.24% against 0.78% for LOPP.

Holdings Overlap

We hold position weights for 31 holdings in FMTM and 69 in LOPP, totalling 100.0% and 95.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 31 positions we hold weights for in FMTM and 69 in LOPP, against full books of 86 and 146.

What only one of them owns

Our book lists 58 positions for LOPP that do not appear in our book for FMTM (84.5% of the fund), and 31 for FMTM that do not appear in LOPP (100.0%).

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.

You are not choosing between two funds in isolation.

Whichever of FMTM and LOPP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FMTMLOPP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FMTM or LOPP?

FMTM has an expense ratio of 0.45% while LOPP charges 0.00%. LOPP is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, FMTM or LOPP?

Over the past year FMTM returned +32.01% vs +9.51% for LOPP, so FMTM leads on 1-year performance. Over the longest common window we track (2 years), FMTM annualized +33.72% vs +18.94% for LOPP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FMTM or LOPP?

FMTM has been the more volatile fund at 19.8% annualized versus 14.2% for LOPP. Worst drawdown: FMTM -15.4% vs LOPP -13.6%.

Should I hold both FMTM and LOPP?

FMTM and LOPP have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FMTM or LOPP?

FMTM yields 0.24% while LOPP yields 0.78%, so LOPP currently pays the higher dividend yield.

Is LOPP better than FMTM?

LOPP has a lower expense ratio. FMTM led over 1Y and the full window. LOPP is less concentrated, with 29.1% of the fund in its ten largest positions against 34.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.