LOPP vs SCHM
Gabelli Love Our Planet & People ETF vs Schwab US Mid Cap ETF
Which is better, LOPP or SCHM?
Each has led over a different period.
LOPP has a lower expense ratio. LOPP led over 3Y, SCHM over 1Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. SCHM is less concentrated, with 5.0% of the fund in its ten largest positions against 29.1%.
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 | SCHM |
|---|---|---|
| Expense Ratio | 0.00%Best | 0.03% |
| AUM | $15M | $14.6B |
| Dividend Yield | 0.78% | 1.31% |
| Holdings | 146 | 495 |
| YTD Return | +5.72% | +12.80%Best |
| 1Y Return | +9.54% | +16.12%Best |
| 3Y Return (annualized) | +17.16%Best | +16.61% |
| 5Y Return (annualized) | +5.97% | +6.70%Best |
| Volatility (annualized) | 17.0%Best | 17.7% |
| Max Drawdown | -25.3%Best | -26.5% |
| $10,000 over 5 years | $13,363 | $13,830Best |
| Top 10 Weight | 29.1% | 5.0%Best |
| 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 SCHM 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 SCHM Performance
Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds and Schwab US Mid Cap ETF (SCHM) is an ETF from Charles Schwab Asset Management. Over the past year LOPP returned +9.54% while SCHM returned +16.12%. Year to date, LOPP is up 5.72% versus a gain of 12.80% for SCHM.
Over three years, LOPP compounded at +17.16% per year against +16.61% for SCHM; over five years the annualized figures are +5.97% and +6.70% respectively. Across the full 6-year window we track, SCHM has the edge at +8.46% annualized vs +7.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHM has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -26.5% for SCHM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LOPP charges 0.00% per year while SCHM charges 0.03%. On a $10,000 position that is $0 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, LOPP currently yields 0.78% against 1.31% for SCHM.
Holdings Overlap
21.1% of LOPP's money is in holdings SCHM also owns. 2.7% of SCHM's money is in holdings LOPP also owns.
LOPP and SCHM share little of their money.
15 positions in common, counted across the 69 positions we hold weights for in LOPP and 502 in SCHM, against full books of 146 and 495.
What only one of them owns
Our book lists 479 positions for SCHM that do not appear in our book for LOPP (95.9% of the fund), and 43 for LOPP that do not appear in SCHM (63.4%).
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 SCHM | Difference |
|---|---|---|---|
| CCKCrown Holdings Inc. | 3.30% | 0.23% | 3.07% |
| IDAIdacorp Inc Ida | 3.03% | 0.16% | 2.87% |
| VMIValmont Industries Inc | 2.99% | 0.19% | 2.80% |
| NXTNextpower Inc Class A Common Stock | 1.78% | 0.26% | 1.52% |
| LNTAlliant Energy Corp. | 1.56% | 0.34% | 1.22% |
| TREXTrex Co Inc | 1.56% | 0.09% | 1.47% |
| TKRTimken Co | 1.35% | 0.16% | 1.19% |
| WTSWatts Water Technologies Inc | 1.09% | 0.21% | 0.88% |
| FLRFluor Corp | 1.15% | 0.14% | 1.01% |
| FLSFlowserve Corp. | 0.92% | 0.19% | 0.73% |
21.1% of LOPP is already inside SCHM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LOPP or SCHM?
LOPP has an expense ratio of 0.00% while SCHM charges 0.03%. LOPP is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, LOPP or SCHM?
Over the past year LOPP returned +9.54% vs +16.12% for SCHM, so SCHM leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +7.74% vs +8.46% for SCHM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LOPP or SCHM?
SCHM has been the more volatile fund at 17.7% annualized versus 17.0% for LOPP. Worst drawdown: LOPP -25.3% vs SCHM -26.5%.
Should I hold both LOPP and SCHM?
LOPP and SCHM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LOPP and SCHM?
21.1% of LOPP's money is in holdings SCHM also owns. 2.7% of SCHM's is in holdings LOPP also owns. They hold 15 positions in common, counted across the 69 positions we hold weights for in LOPP and 502 in SCHM.
Which pays a higher dividend, LOPP or SCHM?
LOPP yields 0.78% while SCHM yields 1.31%, so SCHM currently pays the higher dividend yield.
Is SCHM better than LOPP?
LOPP has a lower expense ratio. LOPP led over 3Y, SCHM over 1Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. SCHM is less concentrated, with 5.0% of the fund in its ten largest positions against 29.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.