LOPP vs. SWPPX
Compare and contrast key facts about Gabelli Love Our Planet & People ETF (LOPP) and Schwab S&P 500 Index Fund (SWPPX).
LOPP is an actively managed fund by GAMCO Investors, Inc.. It was launched on Feb 1, 2021. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOPP or SWPPX.
Correlation
The correlation between LOPP and SWPPX is 0.82, 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. SWPPX - Performance Comparison
Key characteristics
LOPP:
1.05
SWPPX:
1.96
LOPP:
1.53
SWPPX:
2.63
LOPP:
1.18
SWPPX:
1.36
LOPP:
1.03
SWPPX:
2.97
LOPP:
4.50
SWPPX:
12.29
LOPP:
3.48%
SWPPX:
2.04%
LOPP:
14.54%
SWPPX:
12.79%
LOPP:
-25.28%
SWPPX:
-55.06%
LOPP:
-4.09%
SWPPX:
0.00%
Returns By Period
In the year-to-date period, LOPP achieves a 4.50% return, which is significantly higher than SWPPX's 4.11% return.
LOPP
4.50%
1.93%
8.69%
14.53%
N/A
N/A
SWPPX
4.11%
2.86%
10.78%
23.16%
14.36%
13.04%
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LOPP vs. SWPPX - Expense Ratio Comparison
LOPP has a 0.90% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
LOPP vs. SWPPX — Risk-Adjusted Performance Rank
LOPP
SWPPX
LOPP vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Love Our Planet & People ETF (LOPP) and Schwab S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
LOPP's dividend yield for the trailing twelve months is around 1.80%, more than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOPP Gabelli Love Our Planet & People ETF | 1.80% | 1.88% | 2.23% | 2.01% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
LOPP vs. SWPPX - Drawdown Comparison
The maximum LOPP drawdown since its inception was -25.28%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for LOPP and SWPPX. For additional features, visit the drawdowns tool.
Volatility
LOPP vs. SWPPX - Volatility Comparison
Gabelli Love Our Planet & People ETF (LOPP) has a higher volatility of 4.85% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.21%. This indicates that LOPP's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.