COPX vs SCHD
Global X Copper Miners ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. COPX delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | COPX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $8.0B | $108.7B | |
| Dividend Yield | 2.45% | 3.13% | |
| Holdings | 45 | 104 | |
| YTD Return | +17.70% | +26.54% | |
| 1Y Return | +89.26% | +30.90% | |
| 3Y Return (annualized) | +35.54% | +16.29% | |
| 5Y Return (annualized) | +20.92% | +9.65% | |
| Volatility (annualized) | 37.7% | 13.6% | |
| Max Drawdown | -85.4% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 19, 2010 | Oct 20, 2011 |
COPX vs SCHD Performance
Global X Copper Miners ETF (COPX) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year COPX returned +89.26% while SCHD returned +30.90%. Year to date, COPX is up 17.70% versus a gain of 26.54% for SCHD.
Over three years, COPX compounded at +35.54% per year against +16.29% for SCHD; over five years the annualized figures are +20.92% and +9.65% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs +4.94%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
COPX has been the more volatile fund, with annualized monthly volatility of 37.7% 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 -85.4% for COPX 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
COPX charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, COPX currently yields 2.45% against 3.13% for SCHD.
Holdings Overlap
COPX and SCHD share 0 holdings out of 139 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, COPX or SCHD?
COPX has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, COPX or SCHD?
Over the past year COPX returned +89.26% vs +30.90% for SCHD, so COPX leads on 1-year performance. Over the longest common window we track (15 years), COPX annualized +4.94% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, COPX or SCHD?
COPX has been the more volatile fund at 37.7% annualized versus 13.6% for SCHD. Worst drawdown: COPX -85.4% vs SCHD -33.4%.
Should I hold both COPX and SCHD?
COPX and SCHD have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COPX and SCHD?
COPX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 139 unique securities.
Which pays a higher dividend, COPX or SCHD?
COPX yields 2.45% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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