LOPP vs SAEF
Gabelli Love Our Planet & People ETF vs Schwab Ariel Opportunities ETF
Which is better, LOPP or SAEF?
Each has led over a different period.
LOPP has a lower expense ratio. LOPP led over the full window, SAEF over 1Y. LOPP is less concentrated, with 29.1% of the fund in its ten largest positions against 34.6%.
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 | SAEF |
|---|---|---|
| Expense Ratio | 0.00%Best | 0.59% |
| AUM | $15M | $19M |
| Dividend Yield | 0.78% | 0.33% |
| Holdings | 146 | 59 |
| Volatility (annualized) | 17.9%Best | 24.6% |
| Max Drawdown | -25.3%Best | -28.1% |
| $10,000 over 4.7 years | $13,653Best | $9,883 |
| Top 10 Weight | 29.1%Best | 34.6% |
| Fund Family | Gabelli Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Jan 29, 2021 | Nov 15, 2021 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 90 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LOPP has data through Oct 15, 2026 and SAEF through Jul 17, 2026.
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Nov 16, 2021 to Jul 17, 2026 (4.7 years).
Risk: Volatility and Drawdowns
SAEF has been the more volatile fund, with annualized monthly volatility of 24.6% compared with 17.9% 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 -28.1% for SAEF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LOPP charges 0.00% per year while SAEF charges 0.59%. On a $10,000 position that is $0 vs $59 annually, a gap of $59 per year that compounds over a long holding period. On income, LOPP currently yields 0.78% against 0.33% for SAEF.
Holdings Overlap
0.5% of LOPP's money is in holdings SAEF also owns. 2.7% of SAEF's money is in holdings LOPP also owns.
SAEF and LOPP share little of their money.
The two holdings books were reported 191 days apart, LOPP as of Oct 8, 2026 and SAEF as of Mar 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 69 positions we hold weights for in LOPP and 58 in SAEF, against full books of 146 and 59.
What only one of them owns
Our book lists 54 positions for SAEF that do not appear in our book for LOPP (91.3% of the fund), and 57 for LOPP that do not appear in SAEF (84.0%).
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.
Top Shared Holdings
| Stock | Weight in LOPP | Weight in SAEF | Difference |
|---|---|---|---|
| REZIResideo Technologies Inc | 0.50% | 2.71% | 2.21% |
You are not choosing between two funds in isolation.
Whichever of LOPP and SAEF 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 SAEF?
LOPP has an expense ratio of 0.00% while SAEF charges 0.59%. LOPP is the cheaper option, by $59 a year on a $10,000 investment.
Which is riskier, LOPP or SAEF?
SAEF has been the more volatile fund at 24.6% annualized versus 17.9% for LOPP. Worst drawdown: LOPP -25.3% vs SAEF -28.1%.
Should I hold both LOPP and SAEF?
LOPP and SAEF have a monthly-return correlation of 0.87, 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 SAEF?
2.7% of SAEF's money is in holdings LOPP also owns. 2.7% of SAEF's is in holdings LOPP also owns. They hold 1 positions in common, counted across the 69 positions we hold weights for in LOPP and 58 in SAEF.
Which pays a higher dividend, LOPP or SAEF?
LOPP yields 0.78% while SAEF yields 0.33%, so LOPP currently pays the higher dividend yield.
Is SAEF better than LOPP?
LOPP has a lower expense ratio. LOPP led over the full window, SAEF over 1Y. LOPP is less concentrated, with 29.1% of the fund in its ten largest positions against 34.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.