COPA vs VTI

COPA vs VTI
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Quick Verdict

VTI has a lower expense ratio. COPA delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: COPAMore Diversified: VTI

Side-by-Side Comparison

MetricCOPAVTIWinner
Expense Ratio0.35%0.03%
AUM$13M$666.9B
Dividend Yield3.84%1.07%
Holdings593,543
YTD Return+20.99%+14.82%
1Y Return+86.58%+22.43%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)33.0%15.4%
Max Drawdown-34.7%-56.6%
Fund FamilyThemes ETFsVanguard (US)
CategoryCommodityEquity
InceptionSep 23, 2024May 24, 2001

COPA vs VTI Performance

Themes Copper Miners ETF (COPA) is a ETF from Themes ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year COPA returned +86.58% while VTI returned +22.43%. Year to date, COPA is up 20.99% versus a gain of 14.82% for VTI.

Risk: Volatility and Drawdowns

COPA has been the more volatile fund, with annualized monthly volatility of 33.0% compared with 15.4% for VTI. 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 -56.6% for VTI. 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 VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, COPA currently yields 3.84% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

COPA and VTI share 1 holdings out of 2837 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in COPAWeight in VTIDifference
FCX8.57%0.12%8.45%

Frequently Asked Questions

Which is cheaper, COPA or VTI?

COPA has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, COPA or VTI?

Over the past year COPA returned +86.58% vs +22.43% for VTI, so COPA leads on 1-year performance. Over the longest common window we track (2 years), COPA annualized +47.61% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, COPA or VTI?

COPA has been the more volatile fund at 33.0% annualized versus 15.4% for VTI. Worst drawdown: COPA -34.7% vs VTI -56.6%.

Should I hold both COPA and VTI?

COPA and VTI 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 VTI?

COPA and VTI share 1 common holdings with a 0.1% weight overlap. Combined, they hold 2837 unique securities.

Which pays a higher dividend, COPA or VTI?

COPA yields 3.84% while VTI yields 1.07%, so COPA currently pays the higher dividend yield.

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