CPER vs. ICOP
Compare and contrast key facts about United States Copper Index Fund (CPER) and Ishares Copper And Metals Mining ETF (ICOP).
CPER and ICOP 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. ICOP is a passively managed fund by iShares that tracks the performance of the STOXX Global Copper and Metals Mining Index - Benchmark TR Net. It was launched on Jun 21, 2023. Both CPER and ICOP 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 ICOP.
Correlation
The correlation between CPER and ICOP is 0.29, 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. ICOP - Performance Comparison
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Key characteristics
CPER:
-0.01
ICOP:
-0.34
CPER:
0.34
ICOP:
-0.22
CPER:
1.04
ICOP:
0.97
CPER:
0.14
ICOP:
-0.29
CPER:
0.22
ICOP:
-0.56
CPER:
13.15%
ICOP:
20.14%
CPER:
28.19%
ICOP:
35.73%
CPER:
-54.04%
ICOP:
-38.67%
CPER:
-10.20%
ICOP:
-19.55%
Returns By Period
In the year-to-date period, CPER achieves a 16.89% return, which is significantly higher than ICOP's 9.72% return.
CPER
16.89%
3.16%
12.85%
-0.37%
14.88%
4.24%
ICOP
9.72%
15.75%
0.77%
-12.02%
N/A
N/A
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CPER vs. ICOP - Expense Ratio Comparison
CPER has a 0.80% expense ratio, which is higher than ICOP's 0.47% expense ratio.
Risk-Adjusted Performance
CPER vs. ICOP — Risk-Adjusted Performance Rank
CPER
ICOP
CPER vs. ICOP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United States Copper Index Fund (CPER) and Ishares Copper And Metals Mining ETF (ICOP). 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.
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Dividends
CPER vs. ICOP - Dividend Comparison
CPER has not paid dividends to shareholders, while ICOP's dividend yield for the trailing twelve months is around 1.70%.
| TTM | 2024 | 2023 | |
|---|---|---|---|
CPER United States Copper Index Fund | 0.00% | 0.00% | 0.00% |
ICOP Ishares Copper And Metals Mining ETF | 1.70% | 1.87% | 2.15% |
Drawdowns
CPER vs. ICOP - Drawdown Comparison
The maximum CPER drawdown since its inception was -54.04%, which is greater than ICOP's maximum drawdown of -38.67%. Use the drawdown chart below to compare losses from any high point for CPER and ICOP. For additional features, visit the drawdowns tool.
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Volatility
CPER vs. ICOP - Volatility Comparison
United States Copper Index Fund (CPER) has a higher volatility of 8.52% compared to Ishares Copper And Metals Mining ETF (ICOP) at 7.04%. This indicates that CPER's price experiences larger fluctuations and is considered to be riskier than ICOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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