COPA vs QQQ

COPA vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. COPA delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: COPAMore Diversified: QQQ

Side-by-Side Comparison

MetricCOPAQQQWinner
Expense Ratio0.35%0.18%
AUM$13M$496.3B
Dividend Yield3.84%0.44%
Holdings59108
YTD Return+20.89%+17.30%
1Y Return+84.48%+24.93%
3Y Return (annualized)-+26.19%
5Y Return (annualized)-+15.34%
Volatility (annualized)32.9%30.6%
Max Drawdown-34.7%-83.0%
Fund FamilyThemes ETFsInvesco (US)
CategoryCommodityEquity
InceptionSep 23, 2024Mar 10, 1999

COPA vs QQQ Performance

Themes Copper Miners ETF (COPA) is a ETF from Themes ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year COPA returned +84.48% while QQQ returned +24.93%. Year to date, COPA is up 20.89% versus a gain of 17.30% for QQQ.

Risk: Volatility and Drawdowns

COPA has been the more volatile fund, with annualized monthly volatility of 32.9% compared with 30.6% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -34.7% for COPA and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

COPA charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, COPA currently yields 3.84% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

COPA and QQQ share 0 holdings out of 153 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, COPA or QQQ?

COPA has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, COPA or QQQ?

Over the past year COPA returned +84.48% vs +24.93% for QQQ, so COPA leads on 1-year performance. Over the longest common window we track (2 years), COPA annualized +47.21% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, COPA or QQQ?

COPA has been the more volatile fund at 32.9% annualized versus 30.6% for QQQ. Worst drawdown: COPA -34.7% vs QQQ -83.0%.

Should I hold both COPA and QQQ?

COPA and QQQ have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between COPA and QQQ?

COPA and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 153 unique securities.

Which pays a higher dividend, COPA or QQQ?

COPA yields 3.84% while QQQ yields 0.44%, so COPA currently pays the higher dividend yield.

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