CPER vs. COPA.L
Compare and contrast key facts about United States Copper Index Fund (CPER) and WisdomTree Copper (COPA.L).
CPER and COPA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CPER is a passively managed fund by Concierge Technologies that tracks the performance of the SummerHaven Copper Index Total Return. It was launched on Nov 15, 2011. COPA.L is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg Copper. It was launched on Sep 22, 2006. Both CPER and COPA.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPER or COPA.L.
Correlation
The correlation between CPER and COPA.L is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CPER vs. COPA.L - Performance Comparison
Key characteristics
CPER:
0.35
COPA.L:
0.24
CPER:
0.67
COPA.L:
0.51
CPER:
1.09
COPA.L:
1.06
CPER:
0.46
COPA.L:
0.21
CPER:
0.76
COPA.L:
0.44
CPER:
12.94%
COPA.L:
14.15%
CPER:
27.67%
COPA.L:
26.02%
CPER:
-54.04%
COPA.L:
-67.45%
CPER:
-7.24%
COPA.L:
-16.10%
Returns By Period
In the year-to-date period, CPER achieves a 20.75% return, which is significantly higher than COPA.L's 18.85% return. Over the past 10 years, CPER has outperformed COPA.L with an annualized return of 5.15%, while COPA.L has yielded a comparatively lower 4.37% annualized return.
CPER
20.75%
-7.24%
10.75%
7.08%
15.56%
5.15%
COPA.L
18.85%
-7.84%
9.27%
6.72%
15.29%
4.37%
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CPER vs. COPA.L - Expense Ratio Comparison
CPER has a 0.80% expense ratio, which is higher than COPA.L's 0.49% expense ratio.
Risk-Adjusted Performance
CPER vs. COPA.L — Risk-Adjusted Performance Rank
CPER
COPA.L
CPER vs. COPA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United States Copper Index Fund (CPER) and WisdomTree Copper (COPA.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CPER vs. COPA.L - Dividend Comparison
Neither CPER nor COPA.L has paid dividends to shareholders.
Drawdowns
CPER vs. COPA.L - Drawdown Comparison
The maximum CPER drawdown since its inception was -54.04%, smaller than the maximum COPA.L drawdown of -67.45%. Use the drawdown chart below to compare losses from any high point for CPER and COPA.L. For additional features, visit the drawdowns tool.
Volatility
CPER vs. COPA.L - Volatility Comparison
United States Copper Index Fund (CPER) has a higher volatility of 15.15% compared to WisdomTree Copper (COPA.L) at 12.85%. This indicates that CPER's price experiences larger fluctuations and is considered to be riskier than COPA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.