COPA vs VXUS

COPA vs VXUS

Which is better, COPA or VXUS?

Commodities against Large Cap Blend.

VXUS has a lower expense ratio. COPA led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: COPA

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

MetricCOPAVXUS
Expense Ratio0.35%0.05%Best
AUM$14M$158.1B
Dividend Yield3.84%2.59%
Holdings598,747
YTD Return+28.96%Best+16.15%
1Y Return+86.58%Best+27.58%
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+9.09%
Volatility (annualized)34.2%12.0%Best
Max Drawdown-34.7%-13.6%Best
$10,000 over 1.9 years$21,820Best$14,419
Fund FamilyThemes ETFsVanguard (US)
CategoryCommodityEquity
StyleCommoditiesLarge Cap Blend
InceptionSep 23, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 VXUS 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 VXUS Performance

Themes Copper Miners ETF (COPA) is an ETF from Themes ETFs and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year COPA returned +86.58% while VXUS returned +27.58%. Year to date, COPA is up 28.96% versus a gain of 16.15% for VXUS.

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 12.0% for VXUS. 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

COPA charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, COPA currently yields 3.84% against 2.59% for VXUS.

Holdings Overlap

COPA already in VXUS52.9%

At least 52.9% of COPA's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 49 days apart, COPA as of Aug 18, 2026 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

23 positions in common, counted across the 51 positions we hold weights for in COPA and 8,094 in VXUS, against full books of 59 and 8,747.

Top Shared Holdings

StockWeight in COPAWeight in VXUSDifference
HBM:CAHudbay Minerals Inc4.50%0.02%4.48%
FM:CAFirst Quantum Minerals Ltd3.70%0.04%3.66%
AAL:LNAnglo American Plc3.38%0.12%3.26%
LUN:CALundin Mining Corp3.21%0.04%3.17%
TECK.B:CATeck Resources Ltd. Class B3.19%0.06%3.13%
TKO:CATaseko Mines Ltd3.10%0.01%3.09%
CS:CACapstone Mining Corp2.99%0.01%2.98%
ERO:CAEro Copper Corp2.79%0.01%2.78%
ANTO:LNAntofagasta Plc2.72%0.04%2.68%
IVN:CAIvanhoe Mines Ltd., Class A2.63%0.01%2.62%

52.9% of COPA is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

COPAVXUS

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Frequently Asked Questions

Which is cheaper, COPA or VXUS?

COPA has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, COPA or VXUS?

Over the past year COPA returned +86.58% vs +27.58% for VXUS, so COPA leads on 1-year performance. Over the longest common window we track (2 years), COPA annualized +50.78% vs +21.24% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, COPA or VXUS?

COPA has been the more volatile fund at 34.2% annualized versus 12.0% for VXUS. Worst drawdown: COPA -34.7% vs VXUS -13.6%.

Should I hold both COPA and VXUS?

COPA and VXUS have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between COPA and VXUS?

At least 52.9% of COPA's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 23 positions in common, counted across the 51 positions we hold weights for in COPA and 8,094 in VXUS.

Which pays a higher dividend, COPA or VXUS?

COPA yields 3.84% while VXUS yields 2.59%, so COPA currently pays the higher dividend yield.

Is VXUS better than COPA?

VXUS has a lower expense ratio. COPA led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.