LOPP vs SCHH
Gabelli Love Our Planet & People ETF vs Schwab US REIT ETF
Which is better, LOPP or SCHH?
LOPP has been ahead.
LOPP has a lower expense ratio. LOPP led over 1Y, 3Y, 5Y and the full window. LOPP is less concentrated, with 29.1% of the fund in its ten largest positions against 51.2%.
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 | SCHH |
|---|---|---|
| Expense Ratio | 0.00%Best | 0.07% |
| AUM | $15M | $10.8B |
| Dividend Yield | 0.78% | 3.08% |
| Holdings | 146 | 120 |
| YTD Return | +5.72% | +8.22%Best |
| 1Y Return | +9.54%Best | +8.03% |
| 3Y Return (annualized) | +17.16%Best | +10.69% |
| 5Y Return (annualized) | +5.97%Best | +1.48% |
| Volatility (annualized) | 17.0%Best | 18.4% |
| Max Drawdown | -25.3%Best | -33.3% |
| $10,000 over 5 years | $13,363Best | $10,762 |
| Top 10 Weight | 29.1%Best | 51.2% |
| Fund Family | Gabelli Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Jan 29, 2021 | Jan 13, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2021 to Oct 14, 2026 (5.7 years).
LOPP vs SCHH 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 SCHH Performance
Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds and Schwab US REIT ETF (SCHH) is an ETF from Charles Schwab Asset Management. Over the past year LOPP returned +9.54% while SCHH returned +8.03%. Year to date, LOPP is up 5.72% versus a gain of 8.22% for SCHH.
Over three years, LOPP compounded at +17.16% per year against +10.69% for SCHH; over five years the annualized figures are +5.97% and +1.48% respectively. Across the full 6-year window we track, LOPP has the edge at +7.74% annualized vs +5.29%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHH has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -33.3% for SCHH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LOPP charges 0.00% per year while SCHH charges 0.07%. On a $10,000 position that is $0 vs $7 annually, a gap of $7 per year that compounds over a long holding period. On income, LOPP currently yields 0.78% against 3.08% for SCHH.
Holdings Overlap
2.3% of LOPP's money is in holdings SCHH also owns. 1.0% of SCHH's money is in holdings LOPP also owns.
LOPP and SCHH share little of their money.
1 positions in common, counted across the 69 positions we hold weights for in LOPP and 119 in SCHH, against full books of 146 and 120.
What only one of them owns
Measured across the 69 and 119 positions we hold weights for.
LOPP holds 57 positions SCHH does not, 82.2% of the fund.
Largest: GEV 3.80%, CCK 3.30%, SXT 3.07%, IDA 3.03%, VMI 2.99%
Top Shared Holdings
| Stock | Weight in LOPP | Weight in SCHH | Difference |
|---|---|---|---|
| WYWeyerhaeuser Co. | 2.28% | 1.00% | 1.28% |
You are not choosing between two funds in isolation.
Whichever of LOPP and SCHH 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 SCHH?
LOPP has an expense ratio of 0.00% while SCHH charges 0.07%. LOPP is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, LOPP or SCHH?
Over the past year LOPP returned +9.54% vs +8.03% for SCHH, so LOPP leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +7.74% vs +5.29% for SCHH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LOPP or SCHH?
SCHH has been the more volatile fund at 18.4% annualized versus 17.0% for LOPP. Worst drawdown: LOPP -25.3% vs SCHH -33.3%.
Should I hold both LOPP and SCHH?
LOPP and SCHH have a monthly-return correlation of 0.79, 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 SCHH?
2.3% of LOPP's money is in holdings SCHH also owns. 1.0% of SCHH'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 119 in SCHH.
Which pays a higher dividend, LOPP or SCHH?
LOPP yields 0.78% while SCHH yields 3.08%, so SCHH currently pays the higher dividend yield.
Is SCHH better than LOPP?
LOPP has a lower expense ratio. LOPP led over 1Y, 3Y, 5Y and the full window. LOPP is less concentrated, with 29.1% of the fund in its ten largest positions against 51.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.