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ICOP vs. ERO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ICOP vs. ERO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Copper and Metals Mining ETF (ICOP) and Ero Copper Corp (ERO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ICOP achieves a 27.29% return, which is significantly higher than ERO's 9.47% return.


ICOP

1D
-3.29%
1M
17.09%
YTD
27.29%
6M
37.08%
1Y
102.60%
3Y*
5Y*
10Y*

ERO

1D
-3.82%
1M
26.61%
YTD
9.47%
6M
22.85%
1Y
111.40%
3Y*
20.41%
5Y*
6.13%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ICOP vs. ERO - Yearly Performance Comparison


2026 (YTD)202520242023
ICOP
iShares Copper and Metals Mining ETF
27.29%78.01%1.10%8.08%
ERO
Ero Copper Corp
9.47%109.87%-14.63%-20.93%

Correlation

The correlation between ICOP and ERO is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.77

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2023

0.80

The correlation between ICOP and ERO has been stable across timeframes, ranging from 0.77 to 0.80 - a consistent structural relationship.

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Return for Risk

ICOP vs. ERO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ICOP
ICOP Risk / Return Rank: 7474
Overall Rank
ICOP Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
ICOP Sortino Ratio Rank: 6666
Sortino Ratio Rank
ICOP Omega Ratio Rank: 6868
Omega Ratio Rank
ICOP Calmar Ratio Rank: 7777
Calmar Ratio Rank
ICOP Martin Ratio Rank: 7575
Martin Ratio Rank

ERO
ERO Risk / Return Rank: 8282
Overall Rank
ERO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
ERO Sortino Ratio Rank: 8181
Sortino Ratio Rank
ERO Omega Ratio Rank: 7979
Omega Ratio Rank
ERO Calmar Ratio Rank: 8181
Calmar Ratio Rank
ERO Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ICOP vs. ERO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Copper and Metals Mining ETF (ICOP) and Ero Copper Corp (ERO). 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.


ICOPERODifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+0.68

Omega ratioGain probability vs. loss probability

1.42

1.31

+0.11

Calmar ratioReturn relative to maximum drawdown

3.95

2.95

+1.00

Martin ratioReturn relative to average drawdown

14.50

6.53

+7.98

ICOP vs. ERO - Sharpe Ratio Comparison

The current ICOP Sharpe Ratio is 2.77, which is higher than the ERO Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of ICOP and ERO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ICOPERODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.77

2.03

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

1.08

0.54

+0.54

Drawdowns

ICOP vs. ERO - Drawdown Comparison

The maximum ICOP drawdown since its inception was -38.67%, smaller than the maximum ERO drawdown of -67.17%. Use the drawdown chart below to compare losses from any high point for ICOP and ERO.


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Drawdown Indicators


ICOPERODifference

Max Drawdown

Largest peak-to-trough decline

-38.67%

-67.17%

+28.50%

Max Drawdown (1Y)

Largest decline over 1 year

-26.13%

-37.97%

+11.84%

Max Drawdown (3Y)

Largest decline over 3 years

-59.84%

Max Drawdown (5Y)

Largest decline over 5 years

-64.56%

Current Drawdown

Current decline from peak

-3.29%

-18.56%

+15.27%

Average Drawdown

Average peak-to-trough decline

-11.67%

-27.05%

+15.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.10%

17.13%

-10.03%

Volatility

ICOP vs. ERO - Volatility Comparison

The current volatility for iShares Copper and Metals Mining ETF (ICOP) is 13.69%, while Ero Copper Corp (ERO) has a volatility of 20.07%. This indicates that ICOP experiences smaller price fluctuations and is considered to be less risky than ERO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ICOPERODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.69%

20.07%

-6.38%

Volatility (6M)

Calculated over the trailing 6-month period

32.28%

42.84%

-10.56%

Volatility (1Y)

Calculated over the trailing 1-year period

37.29%

55.27%

-17.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.77%

54.41%

-20.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.77%

59.08%

-25.31%

Dividends

ICOP vs. ERO - Dividend Comparison

ICOP's dividend yield for the trailing twelve months is around 1.63%, while ERO has not paid dividends to shareholders.


PositionTTM202520242023
ERO
Ero Copper Corp
0.00%0.00%0.00%0.00%
ICOP
iShares Copper and Metals Mining ETF
1.63%2.08%1.87%2.15%

Frequently Asked Questions


ICOP and ERO have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ERO has higher volatility (20.07%) compared to ICOP (13.69%). In terms of maximum drawdown, ICOP dropped -38.67% vs ERO's -67.17%.

ICOP currently has the higher Sharpe Ratio (2.77 vs 2.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ICOP and ERO

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