SCOP vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSCOPSPYWinner
Expense Ratio1.30%0.09%
AUM$202M$789.1B
Dividend Yield0.00%1.01%
Holdings3505
YTD Return+2.83%+13.68%
1Y Return-+21.53%
3Y Return (annualized)-+21.44%
5Y Return (annualized)-+13.18%
Volatility (annualized)-15.3%
Max Drawdown-21.0%-56.5%
Fund FamilySprott Asset Management LPState Street Investment Management
CategoryCommodityEquity
InceptionJun 6, 2024Jan 22, 1993

SCOP vs SPY Performance

Sprott Physical Copper Trust (SCOP) is a ETF from Sprott Asset Management LP and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, SCOP is up 2.83% versus a gain of 13.68% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -21.0% for SCOP and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SCOP charges 1.30% per year while SPY charges 0.09%. On a $10,000 position that is $130 vs $9 annually, a gap of $121 per year that compounds over a long holding period. On income, SCOP currently yields 0.00% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, SCOP or SPY?

SCOP has an expense ratio of 1.30% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $121 per year of difference.

Which pays a higher dividend, SCOP or SPY?

SCOP yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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