LOPP vs TPLC
Gabelli Love Our Planet & People ETF vs Timothy Plan US Large/Mid Cap Core ETF
Which is better, LOPP or TPLC?
Each has led over a different period.
LOPP has a lower expense ratio. LOPP led over 1Y and 3Y, TPLC over 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. TPLC is less concentrated, with 7.0% 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 | TPLC |
|---|---|---|
| Expense Ratio | 0.00%Best | 0.52% |
| AUM | $15M | $311M |
| Dividend Yield | 0.78% | 0.86% |
| Holdings | 146 | 542 |
| YTD Return | +5.72% | +8.72%Best |
| 1Y Return | +9.54%Best | +9.22% |
| 3Y Return (annualized) | +17.16%Best | +13.58% |
| 5Y Return (annualized) | +5.97% | +7.65%Best |
| Volatility (annualized) | 17.0% | 15.7%Best |
| Max Drawdown | -25.3% | -21.6%Best |
| $10,000 over 5 years | $13,363 | $14,457Best |
| Top 10 Weight | 29.1% | 7.0%Best |
| Fund Family | Gabelli Funds | Timothy Plan |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Jan 29, 2021 | May 5, 2019 |
Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2021 to Oct 14, 2026 (5.7 years).
LOPP vs TPLC 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 TPLC Performance
Gabelli Love Our Planet & People ETF (LOPP) is an ETF from Gabelli Funds and Timothy Plan US Large/Mid Cap Core ETF (TPLC) is an ETF from Timothy Plan. Over the past year LOPP returned +9.54% while TPLC returned +9.22%. Year to date, LOPP is up 5.72% versus a gain of 8.72% for TPLC.
Over three years, LOPP compounded at +17.16% per year against +13.58% for TPLC; over five years the annualized figures are +5.97% and +7.65% respectively. Across the full 6-year window we track, TPLC has the edge at +9.61% annualized vs +7.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LOPP has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.7% for TPLC. 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 -21.6% for TPLC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. 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 TPLC charges 0.52%. On a $10,000 position that is $0 vs $52 annually, a gap of $52 per year that compounds over a long holding period. On income, LOPP currently yields 0.78% against 0.86% for TPLC.
Holdings Overlap
27.0% of LOPP's money is in holdings TPLC also owns. 4.8% of TPLC's money is in holdings LOPP also owns.
LOPP and TPLC share little of their money.
13 positions in common, counted across the 69 positions we hold weights for in LOPP and 268 in TPLC, against full books of 146 and 542.
What only one of them owns
Our book lists 248 positions for TPLC that do not appear in our book for LOPP (92.5% of the fund), and 45 for LOPP that do not appear in TPLC (57.5%).
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 TPLC | Difference |
|---|---|---|---|
| GEVGE Vernova Inc. CDR (CAD Hedged) | 3.80% | 0.22% | 3.58% |
| CCKCrown Holdings Inc. | 3.30% | 0.44% | 2.86% |
| FCXFreeport-mcmoran Copper & Gold Inc. | 2.95% | 0.25% | 2.70% |
| DEDeere & Co Sedol 2261203 | 2.58% | 0.42% | 2.16% |
| XYLXylem,Inc. | 2.47% | 0.35% | 2.12% |
| RSGRepublic Services Inc. Class A | 1.70% | 0.61% | 1.09% |
| AWKAmerican Water Works Co. Inc. | 1.78% | 0.47% | 1.31% |
| LNTAlliant Energy Corp. | 1.56% | 0.64% | 0.92% |
| HUBBHubbell Inc | 1.64% | 0.34% | 1.30% |
| NXTNextpower Inc Class A Common Stock | 1.78% | 0.13% | 1.65% |
27.0% of LOPP is already inside TPLC.
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 TPLC?
LOPP has an expense ratio of 0.00% while TPLC charges 0.52%. LOPP is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, LOPP or TPLC?
Over the past year LOPP returned +9.54% vs +9.22% for TPLC, so LOPP leads on 1-year performance. Over the longest common window we track (6 years), LOPP annualized +7.74% vs +9.61% for TPLC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LOPP or TPLC?
LOPP has been the more volatile fund at 17.0% annualized versus 15.7% for TPLC. Worst drawdown: LOPP -25.3% vs TPLC -21.6%.
Should I hold both LOPP and TPLC?
LOPP and TPLC have a monthly-return correlation of 0.91, 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 TPLC?
27.0% of LOPP's money is in holdings TPLC also owns. 4.8% of TPLC's is in holdings LOPP also owns. They hold 13 positions in common, counted across the 69 positions we hold weights for in LOPP and 268 in TPLC.
Which pays a higher dividend, LOPP or TPLC?
LOPP yields 0.78% while TPLC yields 0.86%, so TPLC currently pays the higher dividend yield.
Is TPLC better than LOPP?
LOPP has a lower expense ratio. LOPP led over 1Y and 3Y, TPLC over 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. TPLC is less concentrated, with 7.0% 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.