COPJ vs IVV
Sprott Junior Copper Miners ETF vs iShares Core S&P 500 ETF
Which is better, COPJ or IVV?
Precious Metals against Large Cap Blend.
IVV has a lower expense ratio. COPJ led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 43.3%.
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 | COPJ | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $176M | $876.4B |
| Dividend Yield | 9.59% | 1.06% |
| Holdings | 70 | 508 |
| YTD Return | +12.03% | +12.39%Best |
| 1Y Return | +79.02%Best | +16.61% |
| 3Y Return (annualized) | +50.65%Best | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 31.0% | 12.4%Best |
| Max Drawdown | -32.3% | -18.8%Best |
| $10,000 over 3.6 years | $31,834Best | $19,128 |
| Top 10 Weight | 43.3% | 37.8%Best |
| Fund Family | Sprott ETFS | iShares by BlackRock (US) |
| Category | Commodity | Equity |
| Style | Precious Metals | Large Cap Blend |
| Inception | Feb 1, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 2, 2023 to Sep 18, 2026 (3.6 years).
COPJ vs IVV 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 3.6 years both funds cover.
COPJ vs IVV Performance
Sprott Junior Copper Miners ETF (COPJ) is an ETF from Sprott ETFS and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year COPJ returned +79.02% while IVV returned +16.61%. Year to date, COPJ is up 12.03% versus a gain of 12.39% for IVV.
Over three years, COPJ compounded at +50.65% per year against +21.38% for IVV. Across the full 4-year window we track, COPJ has the edge at +37.94% annualized vs +19.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
COPJ has been the more volatile fund, with annualized monthly volatility of 31.0% compared with 12.4% 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 -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.
Fees and Cost Over Time
COPJ charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, COPJ currently yields 9.59% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 71 holdings in COPJ and 490 in IVV, totalling 100.0% and 99.3% 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 71 positions we hold weights for in COPJ and 490 in IVV, against full books of 70 and 508.
What only one of them owns
Our book lists 482 positions for IVV that do not appear in our book for COPJ (98.6% of the fund), and 6 for COPJ that do not appear in IVV (7.2%).
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 COPJ and IVV 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, COPJ or IVV?
COPJ has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, COPJ or IVV?
Over the past year COPJ returned +79.02% vs +16.61% for IVV, so COPJ leads on 1-year performance. Over the longest common window we track (4 years), COPJ annualized +37.94% vs +19.74% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COPJ or IVV?
COPJ has been the more volatile fund at 31.0% annualized versus 12.4% for IVV. Worst drawdown: COPJ -32.3% vs IVV -18.8%.
Should I hold both COPJ and IVV?
COPJ and IVV have a monthly-return correlation of 0.39, 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, COPJ or IVV?
COPJ yields 9.59% while IVV yields 1.06%, so COPJ currently pays the higher dividend yield.
Is IVV better than COPJ?
IVV has a lower expense ratio. COPJ led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.