LOPP vs SEIV

LOPPFGabelli Love Our Planet & People ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

LOPP Old-school Gabelli value with a sustainability screen on top: US-listed stocks priced below what the adviser thinks a buyer would pay for the whole company. Active stockpicking, not an index clone.

SEIV Active quant value stock-picking at an index-fund price. SEIV screens U.S. large caps for cheap valuations plus quality, momentum and low volatility, then runs a concentrated book of roughly 80 names for 0.15% a year.

Stated mandate

LOPP The Fund seeks capital appreciation by investing primarily in U.S.-listed stocks that satisfy its sustainability guidelines. It emphasizes companies trading at a material discount to the Adviser’s estimate of private market value.

SEIV The Fund seeks long-term capital appreciation through primarily U.S. common stocks priced below fundamental valuation measures, using a quantitative, active stock-selection approach.

Why people hold it

• LOPP The private market value test is the whole point. The adviser hunts US-listed stocks trading at a material discount to its estimate of what the entire business is worth to a buyer.
• Two filters, both spelled out in the prospectus: sustainability guidelines and a value discount test. Rare pairing, and you know exactly what the manager is fishing for.
• Actively managed and US-listed only. No index to hug, no foreign-currency layer, and a mandate that has stayed consistent since the 2021 launch.

• SEIV 0.15% a year for genuine active selection, against a 0.55% median in its U.S. value peer group. It matches the cheapest large-value quant funds rather than charging active prices.
• Value is not the only screen. The model also weighs quality, momentum and low volatility, which is how a cheap-stock strategy tries to avoid the cheap-for-a-reason trap.
• Other funds measured against the S&P 500 in this cohort charge far more (LSVD 0.40%, GSPY 0.50%, VNSE 1.34%). SEIV runs its version at 0.15%.
• Sits among the strongest implementations in a crowded U.S. value field, and trades with enough regular activity to be workable for ordinary retail order sizes.

Worth knowing

• LOPP At 0.90% a year, it sits at the expensive end of the US value shelf. Index-based rivals like WTV (0.12%) and AVLV (0.15%) charge a fraction of it.
• A small fund that trades thinly, so bid-ask spreads matter more here than in a mega-cap index product.
• Cash comes back once or twice a year, not quarterly or monthly.

• SEIV About 80 stocks measured against a 500-name benchmark. That concentration means stretches where it looks nothing like the S&P 500, in either direction.
• Launched in 2022, so the live record is short, and the asset base is mid-sized rather than among the giants of the value aisle.
• You get the factor recipe, not the trade-by-trade logic: selection sits inside a quantitative model. Distributions land quarterly, not monthly.

Full LOPP profile⁠

Full SEIV profile⁠