Compare · 2 funds side by side · dividends reinvested

DUSG and LOPP

DUSGDimensional×LOPPGabelli×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,771LOPP · best of the two

02 / 03

DUSG and LOPP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Gabelli Love Our Planet & People ETFUnsorted0.90%0.75%+10.4%+10.6%+20.0%+6.6%−11.8%17.2%$15M1.1

U.S. Small Cap Growth Portfolio: ETF Class SharesUS Stock Styles · Small cap0.33%0.28%[…][…][…][…][…][…]$2.0B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DUSG 2012 · LOPP 2021

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Growth Portfolio: ETF Class Shares · $2.0B[…]

DUSG

LOPP

Gabelli Love Our Planet & People ETF · $15M$13,771

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

DUSGMeasureLOPP

[…]Year to dateJan 1 → Nov 4+10.4%

[…]1 yearTotal return+10.6%

[…]3 years · per year$10,000 became […] · $17,273+20.0%

[…]5 years · per year$10,000 became […] · $13,771+6.6%

0.33%Expense ratio$33 · $90 a year on $10k · lower is better0.90%

0.28%Trailing 12-mo yield$28 · $75 a year on $10k0.75%

[…]Worst dropSmaller is better−11.8%

[…]VolatilityLower is calmer17.2%

DUSGLOPP Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DUSG vs LOPP: Top 5 Holdings

Today

DUSG

4.0%in top 5

LOPP

in top 515.9%

DUSGStockLOPP

0.8%CCK3.7%

not top 5GEV3.4%

not top 5IDA3.3%

not top 5VMI2.8%

not top 5WCN2.8%

0.9%HALOnot top 5

0.8%MANHnot top 5

0.8%ALLEnot top 5

0.7%BJnot top 5

Held in common4.0%

End-of-day Nov 4, 2026 · share of each fund

DUSG vs LOPP Returns, Every Period

DimensionalDUSG

[…]

past year

LOPPGabelli

+10.6%

past year

Returns […]

DUSGLOPPFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Unsorted: DUSG vs LOPP

YTD

DimensionalDUSG

[…]

LOPPGabelli

+10.4%

[…]Year to date+10.4%

[…]Worst drop · 1Y−11.8%

[…]Volatility · 1Y17.2%

0.3%Yield0.8%

$2.0BAssets$14.8M

1–0LOPP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DUSG, LOPP

Today

0.33%lowest, DUSG

FundExpense ratioFee$10k

DUSG0.33%$33

LOPP0.90%$90

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DUSG, LOPP

0.75%highest, LOPP

FundTrailing yieldYield$10k

LOPP0.75%$75

DUSG0.28%$28

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$5most kept, DUSG

DUSG$28 − $33 = −$5

LOPP$75 − $90 = −$15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DUSG, LOPP

Today

4.0%most shared, DUSG and LOPP

DUSGLOPP

DUSG—4.0%

LOPP4.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.6%LOPP, at 17.2% volatility

LOPPWorst drop−11.8%17.2% vol

DUSGWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026