COPA vs SCHD
Themes Copper Miners ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. COPA delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | COPA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $13M | $108.7B | |
| Dividend Yield | 3.84% | 3.13% | |
| Holdings | 59 | 104 | |
| YTD Return | +20.99% | +26.54% | |
| 1Y Return | +86.58% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 33.0% | 13.6% | |
| Max Drawdown | -34.7% | -33.4% | |
| Fund Family | Themes ETFs | Charles Schwab Asset Management | |
| Category | Commodity | Equity | |
| Inception | Sep 23, 2024 | Oct 20, 2011 |
COPA vs SCHD Performance
Themes Copper Miners ETF (COPA) is a ETF from Themes ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year COPA returned +86.58% while SCHD returned +30.90%. Year to date, COPA is up 20.99% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
COPA has been the more volatile fund, with annualized monthly volatility of 33.0% compared with 13.6% 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 -33.4% for SCHD. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
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
COPA and SCHD share 0 holdings out of 151 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 SCHD?
COPA has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, COPA or SCHD?
Over the past year COPA returned +86.58% vs +30.90% for SCHD, so COPA leads on 1-year performance. Over the longest common window we track (2 years), COPA annualized +47.61% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, COPA or SCHD?
COPA has been the more volatile fund at 33.0% annualized versus 13.6% for SCHD. Worst drawdown: COPA -34.7% vs SCHD -33.4%.
Should I hold both COPA and SCHD?
COPA and SCHD have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COPA and SCHD?
COPA and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 151 unique securities.
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.
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