LOPP vs. SOVF

Last updated Jun 24, 2026

LOPP (Gabelli Love Our Planet & People ETF) and SOVF (Sovereign's Capital Flourish Fund) are both Mid Cap Blend Equities funds. Both are actively managed. Over the past year, LOPP returned 33.95% vs -2.77% for SOVF. A 0.73 correlation means they provide meaningful diversification when combined. LOPP charges 0.00%/yr vs 0.75%/yr for SOVF.

Performance

LOPP vs. SOVF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gabelli Love Our Planet & People ETF (LOPP) and Sovereign's Capital Flourish Fund (SOVF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LOPP achieves a 16.94% return, which is significantly higher than SOVF's -2.81% return.

LOPP

• 1D: -1.52%
• 1M: 4.44%
• YTD: 16.94%
• 6M: 15.46%
• 1Y: 33.95%
• 3Y*: 16.79%
• 5Y*: 8.44%
• 10Y*: —

SOVF

• 1D: 0.32%
• 1M: -0.81%
• YTD: -2.81%
• 6M: -3.32%
• 1Y: -2.77%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LOPP vs. SOVF - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
LOPP Gabelli Love Our Planet & People ETF	16.94%	22.61%	9.89%	10.81%
SOVF Sovereign's Capital Flourish Fund	-2.81%	-4.38%	8.67%	14.18%

Correlation

The correlation between LOPP and SOVF is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.53
Correlation (All Time) Calculated using the full available price history since Oct 3, 2023	0.73

Over the past year, the correlation between LOPP and SOVF has dropped to 0.53 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.

LOPP vs. SOVF - Sectors Allocation Comparison

Sectors	LOPP	SOVF
Industrials	50.1%	14.4%
Utilities	16.5%	5.1%
Technology	8.5%	32.9%
Basic Materials	6.2%	-
Consumer Cyclical	4.5%	8.1%
Energy	3.8%	0.3%
Healthcare	3.4%	10.6%
Real Estate	3.1%	3.7%
Financial Services	2.5%	16.6%
Communication Services	1.4%	0.3%
Consumer Defensive	0.5%	8.0%

Return for Risk

LOPP vs. SOVF — Risk / Return Rank

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

LOPP

LOPP Risk / Return Rank: 69
LOPP Sharpe Ratio Rank: 67
LOPP Sortino Ratio Rank: 66
LOPP Omega Ratio Rank: 61
LOPP Calmar Ratio Rank: 74
LOPP Martin Ratio Rank: 74

SOVF

SOVF Risk / Return Rank: 7
SOVF Sharpe Ratio Rank: 7
SOVF Sortino Ratio Rank: 7
SOVF Omega Ratio Rank: 7
SOVF Calmar Ratio Rank: 7
SOVF Martin Ratio Rank: 7

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.

LOPP vs. SOVF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli Love Our Planet & People ETF (LOPP) and Sovereign's Capital Flourish Fund (SOVF). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LOPP	SOVF	Difference
Sharpe ratio: Return per unit of total volatility	2.02	-0.19	+2.21
Sortino ratio: Return per unit of downside risk	2.82	-0.17	+2.98
Omega ratio: Gain probability vs. loss probability	1.35	0.98	+0.36
Calmar ratio: Return relative to maximum drawdown	3.49	-0.19	+3.69
Martin ratio: Return relative to average drawdown	13.04	-0.39	+13.43

LOPP vs. SOVF - Sharpe Ratio Comparison

The current LOPP Sharpe Ratio is 2.02, which is higher than the SOVF Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of LOPP and SOVF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

LOPP vs. SOVF - Drawdown Comparison

The maximum LOPP drawdown since its inception was -25.28%, which is greater than SOVF's maximum drawdown of -21.74%. Use the drawdown chart below to compare losses from any high point for LOPP and SOVF.

Drawdown Indicators

	LOPP	SOVF	Difference
Max Drawdown Largest peak-to-trough decline	-25.28%	-21.74%	-3.54%
Max Drawdown (1Y) Largest decline over 1 year	-9.77%	-14.46%	+4.69%
Max Drawdown (3Y) Largest decline over 3 years	-20.28%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.28%	—	—
Current Drawdown Current decline from peak	-1.52%	-14.49%	+12.97%
Average Drawdown Average peak-to-trough decline	-8.17%	-7.41%	-0.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.61%	7.04%	-4.43%

Volatility

LOPP vs. SOVF - Volatility Comparison

Gabelli Love Our Planet & People ETF (LOPP) has a higher volatility of 6.34% compared to Sovereign's Capital Flourish Fund (SOVF) at 3.77%. This indicates that LOPP's price experiences larger fluctuations and is considered to be riskier than SOVF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LOPP	SOVF	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.34%	3.77%	+2.57%
Volatility (6M) Calculated over the trailing 6-month period	13.57%	10.12%	+3.45%
Volatility (1Y) Calculated over the trailing 1-year period	16.90%	14.61%	+2.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.11%	17.17%	+0.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.74%	17.17%	+0.57%

LOPP vs. SOVF - Expense Ratio Comparison

LOPP has a 0.00% expense ratio, which is lower than SOVF's 0.75% expense ratio.

Dividends

LOPP vs. SOVF - Dividend Comparison

LOPP's dividend yield for the trailing twelve months is around 0.71%, less than SOVF's 0.80% yield.

Position	TTM	2025	2024	2023	2022	2021
LOPP Gabelli Love Our Planet & People ETF	0.71%	0.83%	1.88%	2.23%	2.01%	1.25%
SOVF Sovereign's Capital Flourish Fund	0.80%	0.77%	0.30%	0.18%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LOPP and SOVF in my portfolio?

LOPP and SOVF have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LOPP or SOVF?

LOPP has higher volatility (6.34%) compared to SOVF (3.77%). In terms of maximum drawdown, LOPP dropped -25.28% vs SOVF's -21.74%.

Which ETF is better, LOPP or SOVF?

On 1-year performance, LOPP leads with 33.95% vs -2.77% for SOVF. On fees, LOPP is cheaper at 0.00% per year. On volatility, SOVF has been the lower-risk option at 3.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, LOPP or SOVF?

Over the 1-year period, LOPP has performed better with a 33.95% return vs -2.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LOPP or SOVF?

LOPP is cheaper with a 0.00% expense ratio, compared with 0.75% for SOVF.

Which ETF pays a higher dividend yield, LOPP or SOVF?

SOVF has the higher dividend yield at 0.80%, compared with 0.71% for LOPP.

What is the main difference between LOPP and SOVF?

They also come from different issuers: Gabelli and Sovereign's. Their fees differ too: 0.00% for LOPP and 0.75% for SOVF.

Which has better risk-adjusted returns?

LOPP currently has the higher Sharpe Ratio (2.02 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.