LOPP vs SQEW

LOPP vs SQEW

Which is better, LOPP or SQEW?

LOPP has been ahead.

LOPP has a lower expense ratio. LOPP led over 1Y and the full window.

Lower Fees: LOPPHigher Returns: 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

MetricLOPPSQEW
Expense Ratio0.00%Best0.84%
AUM$15M$16M
Dividend Yield0.78%0.96%
Holdings146159
Volatility (annualized)17.2%16.1%Best
Max Drawdown-25.3%Best-26.1%
$10,000 over 4.7 years$14,097Best$11,686
Fund FamilyGabelli FundsLeaderShares
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionJan 29, 2021May 11, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 355 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 14, 2026 and SQEW through Oct 24, 2025.

Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 1, 2021 to Oct 24, 2025 (4.7 years).

Compare LOPP against instead:LOPP vs SPYLOPP vs QQQLOPP vs VOOLOPP vs VTISQEW against:SQEW vs VXUS

Risk: Volatility and Drawdowns

LOPP has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 16.1% for SQEW. 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 -26.1% for SQEW. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LOPP charges 0.00% per year while SQEW charges 0.84%. On a $10,000 position that is $0 vs $84 annually, a gap of $84 per year that compounds over a long holding period. On income, LOPP currently yields 0.78% against 0.96% for SQEW.

You are not choosing between two funds in isolation.

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

LOPPSQEW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LOPP or SQEW?

LOPP has an expense ratio of 0.00% while SQEW charges 0.84%. LOPP is the cheaper option, by $84 a year on a $10,000 investment.

Which is riskier, LOPP or SQEW?

LOPP has been the more volatile fund at 17.2% annualized versus 16.1% for SQEW. Worst drawdown: LOPP -25.3% vs SQEW -26.1%.

Should I hold both LOPP and SQEW?

LOPP and SQEW have a monthly-return correlation of 0.89, 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 SQEW?

LOPP yields 0.78% while SQEW yields 0.96%, so SQEW currently pays the higher dividend yield.

Is SQEW better than LOPP?

LOPP has a lower expense ratio. LOPP led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.