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LOPP vs SPY

Comparison between GABELLI LOVE OUR PLANET & PEOPLE ETF (LOPP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed LOPP, delivering a return of +13.3% compared to +7.3%

LOPP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LOPP
$15M
Winner
SPY
$735B
Expense Ratio
LOPP
0.90%
Winner
SPY
0.09%
Max Drawdown
Winner
LOPP
27.66%
SPY
56.47%
Sharpe Ratio
LOPP
1.52
Winner
SPY
1.62
5Y Beta
Winner
LOPP
0.86
SPY
1.00
P/E Ratio
LOPP
76.29
Winner
SPY
28.99
Forward P/E
Winner
LOPP
19.52
SPY
22.37
5Y Dividends CAGR
LOPP
N/A
SPY
5.43%
5Y EPS CAGR
LOPP
12.73%
Winner
SPY
26.05%
Debt to Equity
LOPP
39.42%
Winner
SPY
32.40%
P/S Ratio
Winner
LOPP
2.17
SPY
3.74
P/B Ratio
Winner
LOPP
3.08
SPY
5.61

LOPP vs SPY - Holdings Comparison

LOPP and SPY have 19 common holdings. Overlap is 3.59%

LOPP's top 25 holdings weight is 74.01%. SPY's top 25 holdings weight is 52.37%.

RankLOPPSPY
#1
MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 4.56%
NVIDIA CORP (NVDA) - 8.10%
#2
XYLEM INC (XYL) - 4.56%
APPLE INC (AAPL) - 7.02%
#3
HUBBELL INC (HUBB) - 4.03%
MICROSOFT CORP (MSFT) - 4.79%
#4
GE VERNOVA INC (GEV) - 3.85%
AMAZON.COM INC (AMZN) - 4.02%
#5
CUMMINS INC (CMI) - 3.82%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
WASTE CONNECTIONS INC (WCN) - 3.67%
BROADCOM INC (AVGO) - 3.10%
#7
CAMECO CORP (n/a) - 3.47%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
RESIDEO TECHNOLOGIES INC (REZI) - 3.46%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 3.25%
TESLA INC (TSLA) - 1.89%
#10
VALMONT INDUSTRIES INC (VMI) - 3.13%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
S&P GLOBAL INC (SPGI) - 3.05%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
IDACORP INC (IDA) - 3.04%
ELI LILLY AND CO (LLY) - 1.31%
#13
REPUBLIC SERVICES INC (RSG) - 3.00%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
AZZ INC (AZZ) - 2.86%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CROWN HOLDINGS INC (CCK) - 2.84%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ARCOSA INC (ACA) - 2.61%
INTEL CORP (INTC) - 0.90%
#17
AMERICAN WATER WORKS CO INC (AWK) - 2.54%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
WEYERHAEUSER CO (WY) - 2.48%
VISA INC CLASS A (V) - 0.85%
#19
BLUE BIRD CORP (BLBD) - 2.25%
WALMART INC (WMT) - 0.81%
#20
BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.10%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
DEERE & CO (DE) - 2.04%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
GIBRALTAR INDUSTRIES INC (ROCK) - 2.02%
CATERPILLAR INC (CAT) - 0.66%
#23
ALLIANT ENERGY CORP (LNT) - 1.96%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
AIR PRODUCTS AND CHEMICALS INC (APD) - 1.71%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
MATTHEWS INTERNATIONAL CORP CLASS A (MATW) - 1.71%
ABBVIE INC (ABBV) - 0.58%
Total Holdings51505

LOPP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LOPP
-0.03%
Winner
SPY
+1.90%
3M
LOPP
+5.72%
Winner
SPY
+8.55%
6M
Winner
LOPP
+14.28%
SPY
+8.18%
1Y
Winner
LOPP
+31.08%
SPY
+25.79%
5Y(CAGR)
LOPP
+7.34%
Winner
SPY
+13.32%
10Y(CAGR)
LOPP
N/A
SPY
+15.19%
Max(CAGR)
Winner
LOPP
+9.47%
SPY
+8.47%

LOPP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLOPPSPY
2026+12.01%+8.26%
2025+23.38%+18.00%
2024+10.08%+25.59%
2023+4.90%+26.72%
2022-14.43%-18.64%
2021+19.25%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LOPP vs SPY Drawdown Comparison

The maximum drawdown for LOPP was -25.27%, occurring on Oct 27, 2023. Recovery took 746 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current LOPP drawdown is -2.36%. The current SPY drawdown is -2.90%.

RankLOPPSPY
#1-25.27%
Nov 17, 2021 - Nov 6, 2024
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.27%
Nov 25, 2024 - Jun 26, 2025
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.77%
Feb 24, 2026 - Apr 23, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.71%
Sep 2, 2021 - Nov 1, 2021
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.61%
May 6, 2026 - Jun 4, 2026
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.27%
Oct 29, 2025 - Dec 10, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.66%
Jun 8, 2021 - Aug 3, 2021
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.03%
May 7, 2021 - May 27, 2021
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.99%
Sep 22, 2025 - Oct 21, 2025
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.92%
Feb 24, 2021 - Mar 9, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.90%
Apr 27, 2026 - May 6, 2026
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.86%
Dec 11, 2025 - Jan 5, 2026
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.59%
Aug 11, 2021 - Aug 30, 2021
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.58%
Jul 25, 2025 - Aug 8, 2025
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.46%
Aug 13, 2025 - Sep 11, 2025
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LOPP and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

LOPP vs SPY dividend yield comparison.

YearLOPPSPY
20260.00%0.24%
20250.83%1.07%
20241.88%1.21%
20232.23%1.40%
20222.01%1.65%
20211.25%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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