COPJ vs IVV
Sprott Junior Copper Miners ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. COPJ delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | COPJ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.76% | 0.03% | |
| AUM | $146M | $865.2B | |
| Dividend Yield | 11.42% | 1.09% | |
| Holdings | 50 | 508 | |
| YTD Return | +13.25% | +13.80% | |
| 1Y Return | +100.10% | +23.01% | |
| 3Y Return (annualized) | +48.42% | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 30.5% | 15.1% | |
| Max Drawdown | -32.3% | -56.5% | |
| Fund Family | Sprott ETFS | iShares by BlackRock (US) | |
| Category | Commodity | Equity | |
| Inception | Feb 1, 2023 | May 15, 2000 |
COPJ vs IVV Performance
Sprott Junior Copper Miners ETF (COPJ) is a ETF from Sprott ETFS and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year COPJ returned +100.10% while IVV returned +23.01%. Year to date, COPJ is up 13.25% versus a gain of 13.80% for IVV.
Over three years, COPJ compounded at +48.42% per year against +21.77% for IVV. Across the full 4-year window we track, COPJ has the edge at +39.72% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
COPJ has been the more volatile fund, with annualized monthly volatility of 30.5% compared with 15.1% for IVV. 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 -32.3% for COPJ and -56.5% for IVV. 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
COPJ charges 0.76% per year while IVV charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, COPJ currently yields 11.42% against 1.09% for IVV.
Holdings Overlap
COPJ and IVV share 0 holdings out of 554 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, COPJ or IVV?
COPJ has an expense ratio of 0.76% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $73 per year of difference.
Which performed better, COPJ or IVV?
Over the past year COPJ returned +100.10% vs +23.01% for IVV, so COPJ leads on 1-year performance. Over the longest common window we track (4 years), COPJ annualized +39.72% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, COPJ or IVV?
COPJ has been the more volatile fund at 30.5% annualized versus 15.1% for IVV. Worst drawdown: COPJ -32.3% vs IVV -56.5%.
Should I hold both COPJ and IVV?
COPJ and IVV 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 COPJ and IVV?
COPJ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, COPJ or IVV?
COPJ yields 11.42% while IVV yields 1.09%, so COPJ currently pays the higher dividend yield.
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