CTEF vs. LOPP

Last updated Apr 1, 2026

Compare and contrast key facts about Castellan Targeted Equity ETF (CTEF) and Gabelli Love Our Planet & People ETF (LOPP).

CTEF and LOPP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CTEF is an actively managed fund by Castellan. It was launched on Jun 18, 2025. LOPP is an actively managed fund by Gabelli. It was launched on Feb 1, 2021.

Performance

CTEF vs. LOPP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Castellan Targeted Equity ETF (CTEF) and Gabelli Love Our Planet & People ETF (LOPP). The values are adjusted to include any dividend payments, if applicable.

CTEF vs. LOPP - Yearly Performance Comparison

	2026 (YTD)	2025
CTEF Castellan Targeted Equity ETF	1.71%	33.22%
LOPP Gabelli Love Our Planet & People ETF	4.90%	15.47%

Returns By Period

In the year-to-date period, CTEF achieves a 1.71% return, which is significantly lower than LOPP's 4.90% return.

CTEF

• 1D: 4.03%
• 1M: -9.59%
• YTD: 1.71%
• 6M: 4.35%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LOPP

• 1D: 3.09%
• 1M: -5.43%
• YTD: 4.90%
• 6M: 7.80%
• 1Y: 32.00%
• 3Y*: 13.37%
• 5Y*: 6.97%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CTEF vs. LOPP - Expense Ratio Comparison

CTEF has a 0.45% expense ratio, which is higher than LOPP's 0.00% expense ratio.

CTEF

Castellan Targeted Equity ETF

LOPP

Gabelli Love Our Planet & People ETF

Return for Risk

CTEF vs. LOPP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LOPP

LOPP Risk / Return Rank: 85
LOPP Sharpe Ratio Rank: 85
LOPP Sortino Ratio Rank: 87
LOPP Omega Ratio Rank: 82
LOPP Calmar Ratio Rank: 85
LOPP Martin Ratio Rank: 88

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CTEF vs. LOPP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Castellan Targeted Equity ETF (CTEF) and Gabelli Love Our Planet & People ETF (LOPP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	CTEF	LOPP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.70	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.39	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.28	0.47	+1.82

Correlation

The correlation between CTEF and LOPP is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

CTEF vs. LOPP - Dividend Comparison

CTEF's dividend yield for the trailing twelve months is around 0.07%, less than LOPP's 0.79% yield.

	TTM	2025	2024	2023	2022	2021
CTEF Castellan Targeted Equity ETF	0.07%	0.08%	0.00%	0.00%	0.00%	0.00%
LOPP Gabelli Love Our Planet & People ETF	0.79%	0.83%	1.88%	2.23%	2.01%	1.25%

Drawdowns

CTEF vs. LOPP - Drawdown Comparison

The maximum CTEF drawdown since its inception was -15.00%, smaller than the maximum LOPP drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for CTEF and LOPP.

Drawdown Indicators

	CTEF	LOPP	Difference
Max Drawdown Largest peak-to-trough decline	-15.00%	-25.28%	+10.28%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.31%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.28%	—
Current Drawdown Current decline from peak	-11.58%	-6.90%	-4.68%
Average Drawdown Average peak-to-trough decline	-1.77%	-8.46%	+6.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.91%	—

Volatility

Volatility by Period

	CTEF	LOPP	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.24%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.79%	—
Volatility (1Y) Calculated over the trailing 1-year period	20.97%	18.94%	+2.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.97%	17.75%	+3.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.97%	17.61%	+3.36%