LOPP vs PGZ
Gabelli Love Our Planet & People ETF vs Principal Real Estate Income Fund
Which is better, LOPP or PGZ?
LOPP has been ahead.
LOPP has a lower expense ratio. LOPP led over 1Y, 3Y, 5Y and the full window.
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 | LOPP | PGZ |
|---|---|---|
| Expense Ratio | 0.00%Best | 2.16% |
| AUM | $15M | $69M |
| Dividend Yield | 0.78% | 12.28% |
| Holdings | 146 | 110 |
| YTD Return | +5.72%Best | -4.14% |
| 1Y Return | +9.54%Best | -4.95% |
| 3Y Return (annualized) | +17.16%Best | +10.97% |
| 5Y Return (annualized) | +5.97%Best | -0.32% |
| Volatility (annualized) | 17.0%Best | 18.2% |
| Max Drawdown | -25.3%Best | -35.3% |
| $10,000 over 5 years | $13,363Best | $9,841 |
| Fund Family | Gabelli Funds | Principal Funds |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Jan 29, 2021 | Jun 26, 2013 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2021 to Oct 14, 2026 (5.7 years).
LOPP vs PGZ 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 5.7 years both funds cover.
LOPP vs PGZ Performance
Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds and Principal Real Estate Income Fund (PGZ) is an ETF from Principal Funds. Over the past year LOPP returned +9.54% while PGZ returned -4.95%. Year to date, LOPP is up 5.72% versus a loss of 4.14% for PGZ.
Over three years, LOPP compounded at +17.16% per year against +10.97% for PGZ; over five years the annualized figures are +5.97% and -0.32% respectively. Across the full 6-year window we track, LOPP has the edge at +7.74% annualized vs +4.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PGZ has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 17.0% 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 -25.3% for LOPP and -35.3% for PGZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LOPP charges 0.00% per year while PGZ charges 2.16%. On a $10,000 position that is $0 vs $216 annually, a gap of $216 per year that compounds over a long holding period. On income, LOPP currently yields 0.78% against 12.28% for PGZ.
Holdings Overlap
We hold position weights for 69 holdings in LOPP and 61 in PGZ, totalling 95.0% and 59.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 250 days apart, LOPP as of Oct 8, 2026 and PGZ as of Jan 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 69 positions we hold weights for in LOPP and 61 in PGZ, against full books of 146 and 110.
You are not choosing between two funds in isolation.
Whichever of LOPP and PGZ 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, LOPP or PGZ?
LOPP has an expense ratio of 0.00% while PGZ charges 2.16%. LOPP is the cheaper option, by $216 a year on a $10,000 investment.
Which performed better, LOPP or PGZ?
Over the past year LOPP returned +9.54% vs -4.95% for PGZ, so LOPP leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +7.74% vs +4.44% for PGZ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LOPP or PGZ?
PGZ has been the more volatile fund at 18.2% annualized versus 17.0% for LOPP. Worst drawdown: LOPP -25.3% vs PGZ -35.3%.
Should I hold both LOPP and PGZ?
LOPP and PGZ have a monthly-return correlation of 0.63, 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, LOPP or PGZ?
LOPP yields 0.78% while PGZ yields 12.28%, so PGZ currently pays the higher dividend yield.
Is PGZ better than LOPP?
LOPP has a lower expense ratio. LOPP led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.