COPA vs SCHD
Themes Copper Miners ETF vs Schwab US Dividend Equity ETF
Which is better, COPA or SCHD?
Commodities against Large Cap Value.
SCHD has a lower expense ratio. COPA led over 1Y and the full window. COPA is less concentrated, with 40.7% of the fund in its ten largest positions against 41.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | COPA | SCHD |
|---|---|---|
| Expense Ratio | 0.35% | 0.06%Best |
| AUM | $14M | $112.2B |
| Dividend Yield | 3.84% | 3.13% |
| Holdings | 59 | 103 |
| YTD Return | +28.96%Best | +27.56% |
| 1Y Return | +86.58%Best | +30.29% |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 34.2% | 13.5%Best |
| Max Drawdown | -34.7% | -16.1%Best |
| $10,000 over 1.9 years | $21,820Best | $13,121 |
| Top 10 Weight | 40.7%Best | 41.5% |
| Fund Family | Themes ETFs | Charles Schwab Asset Management |
| Category | Commodity | Equity |
| Style | Commodities | Large Cap Value |
| Inception | Sep 23, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Sep 24, 2024 to Sep 4, 2026 (1.9 years).
COPA vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
COPA vs SCHD Performance
Themes Copper Miners ETF (COPA) is an ETF from Themes ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year COPA returned +86.58% while SCHD returned +30.29%. Year to date, COPA is up 28.96% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
COPA has been the more volatile fund, with annualized monthly volatility of 34.2% compared with 13.5% for SCHD. 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 -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
COPA charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, COPA currently yields 3.84% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 51 holdings in COPA and 100 in SCHD, totalling 99.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 51 positions we hold weights for in COPA and 100 in SCHD, against full books of 59 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for COPA (99.9% of the fund), and 4 for COPA that do not appear in SCHD (12.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of COPA and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, COPA or SCHD?
COPA has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, COPA or SCHD?
Over the past year COPA returned +86.58% vs +30.29% for SCHD, so COPA leads on 1-year performance. Over the longest common window we track (2 years), COPA annualized +50.78% vs +15.37% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COPA or SCHD?
COPA has been the more volatile fund at 34.2% annualized versus 13.5% for SCHD. Worst drawdown: COPA -34.7% vs SCHD -16.1%.
Should I hold both COPA and SCHD?
COPA and SCHD have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, COPA or SCHD?
COPA yields 3.84% while SCHD yields 3.13%, so COPA currently pays the higher dividend yield.
Is SCHD better than COPA?
SCHD has a lower expense ratio. COPA led over 1Y and the full window. COPA is less concentrated, with 40.7% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.