LOPP vs. ESGU
Compare and contrast key facts about Gabelli Love Our Planet & People ETF (LOPP) and iShares ESG MSCI USA ETF (ESGU).
LOPP and ESGU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LOPP is an actively managed fund by GAMCO Investors, Inc.. It was launched on Feb 1, 2021. ESGU is a passively managed fund by iShares that tracks the performance of the MSCI USA ESG Focus Index. It was launched on Dec 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOPP or ESGU.
Key characteristics
| LOPP | ESGU | |
|---|---|---|
| YTD Return | 8.32% | 11.24% |
| 1Y Return | 12.71% | 29.09% |
| 3Y Return (Ann) | 1.21% | 8.58% |
| Sharpe Ratio | 0.94 | 2.59 |
| Daily Std Dev | 14.65% | 11.89% |
| Max Drawdown | -25.28% | -33.87% |
| Current Drawdown | -5.03% | -0.27% |
Correlation
The correlation between LOPP and ESGU is 0.84, 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.
Performance
LOPP vs. ESGU - Performance Comparison
In the year-to-date period, LOPP achieves a 8.32% return, which is significantly lower than ESGU's 11.24% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LOPP vs. ESGU - Expense Ratio Comparison
LOPP has a 0.90% expense ratio, which is higher than ESGU's 0.15% expense ratio.
Risk-Adjusted Performance
LOPP vs. ESGU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Love Our Planet & People ETF (LOPP) and iShares ESG MSCI USA ETF (ESGU). 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.
Dividends
LOPP vs. ESGU - Dividend Comparison
LOPP's dividend yield for the trailing twelve months is around 2.06%, more than ESGU's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
LOPP Gabelli Love Our Planet & People ETF | 2.06% | 2.23% | 2.01% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% |
ESGU iShares ESG MSCI USA ETF | 1.22% | 1.43% | 1.58% | 1.06% | 1.27% | 1.32% | 1.81% | 1.82% |
Drawdowns
LOPP vs. ESGU - Drawdown Comparison
The maximum LOPP drawdown since its inception was -25.28%, smaller than the maximum ESGU drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for LOPP and ESGU. For additional features, visit the drawdowns tool.
Volatility
LOPP vs. ESGU - Volatility Comparison
Gabelli Love Our Planet & People ETF (LOPP) has a higher volatility of 3.96% compared to iShares ESG MSCI USA ETF (ESGU) at 3.41%. This indicates that LOPP's price experiences larger fluctuations and is considered to be riskier than ESGU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.