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SPMD vs. ICOP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPMD vs. ICOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) and iShares Copper and Metals Mining ETF (ICOP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPMD achieves a 15.96% return, which is significantly lower than ICOP's 27.00% return.


SPMD

1D
0.39%
1M
5.72%
YTD
15.96%
6M
14.71%
1Y
28.46%
3Y*
15.58%
5Y*
8.72%
10Y*
11.85%

ICOP

1D
3.80%
1M
8.46%
YTD
27.00%
6M
33.16%
1Y
98.32%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPMD vs. ICOP - Yearly Performance Comparison


2026 (YTD)202520242023
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
15.96%7.44%13.91%10.29%
ICOP
iShares Copper and Metals Mining ETF
27.00%78.01%1.10%8.08%

Correlation

The correlation between SPMD and ICOP is 0.52, 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

0.52

Correlation (All Time)
Calculated using the full available price history since Jun 23, 2023

0.50

The correlation between SPMD and ICOP has been stable across timeframes, ranging from 0.50 to 0.52 - a consistent structural relationship.

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Return for Risk

SPMD vs. ICOP — Risk / Return Rank

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

SPMD
SPMD Risk / Return Rank: 6464
Overall Rank
SPMD Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
SPMD Sortino Ratio Rank: 6262
Sortino Ratio Rank
SPMD Omega Ratio Rank: 5757
Omega Ratio Rank
SPMD Calmar Ratio Rank: 7070
Calmar Ratio Rank
SPMD Martin Ratio Rank: 7070
Martin Ratio Rank

ICOP
ICOP Risk / Return Rank: 7777
Overall Rank
ICOP Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
ICOP Sortino Ratio Rank: 7070
Sortino Ratio Rank
ICOP Omega Ratio Rank: 7373
Omega Ratio Rank
ICOP Calmar Ratio Rank: 8080
Calmar Ratio Rank
ICOP Martin Ratio Rank: 7878
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.

SPMD vs. ICOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SPMDICOPDifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-0.25

Omega ratioGain probability vs. loss probability

1.32

1.39

-0.07

Calmar ratioReturn relative to maximum drawdown

3.23

3.78

-0.56

Martin ratioReturn relative to average drawdown

11.84

13.47

-1.63

SPMD vs. ICOP - Sharpe Ratio Comparison

The current SPMD Sharpe Ratio is 1.81, which is comparable to the ICOP Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of SPMD and ICOP, 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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Drawdowns

SPMD vs. ICOP - Drawdown Comparison

The maximum SPMD drawdown since its inception was -57.62%, which is greater than ICOP's maximum drawdown of -38.67%. Use the drawdown chart below to compare losses from any high point for SPMD and ICOP.


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Drawdown Indicators


SPMDICOPDifference

Max Drawdown

Largest peak-to-trough decline

-57.62%

-38.67%

-18.95%

Max Drawdown (1Y)

Largest decline over 1 year

-8.86%

-26.13%

+17.27%

Max Drawdown (3Y)

Largest decline over 3 years

-24.08%

Max Drawdown (5Y)

Largest decline over 5 years

-24.08%

Max Drawdown (10Y)

Largest decline over 10 years

-41.86%

Current Drawdown

Current decline from peak

0.00%

-3.51%

+3.51%

Average Drawdown

Average peak-to-trough decline

-8.11%

-11.63%

+3.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

7.33%

-4.92%

Volatility

SPMD vs. ICOP - Volatility Comparison

The current volatility for SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) is 5.07%, while iShares Copper and Metals Mining ETF (ICOP) has a volatility of 17.02%. This indicates that SPMD experiences smaller price fluctuations and is considered to be less risky than ICOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPMDICOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.07%

17.02%

-11.95%

Volatility (6M)

Calculated over the trailing 6-month period

11.74%

34.42%

-22.68%

Volatility (1Y)

Calculated over the trailing 1-year period

15.86%

39.31%

-23.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.75%

34.34%

-14.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.20%

34.34%

-13.14%

SPMD vs. ICOP - Expense Ratio Comparison

SPMD has a 0.05% expense ratio, which is lower than ICOP's 0.47% expense ratio.


Dividends

SPMD vs. ICOP - Dividend Comparison

SPMD's dividend yield for the trailing twelve months is around 1.21%, less than ICOP's 2.13% yield.


PositionTTM20252024202320222021202020192018201720162015
ICOP
iShares Copper and Metals Mining ETF
2.13%2.08%1.87%2.15%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
1.21%1.39%1.42%1.47%1.64%1.24%1.30%1.57%1.85%1.97%2.13%5.33%

Frequently Asked Questions


SPMD and ICOP have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ICOP has higher volatility (17.02%) compared to SPMD (5.07%). In terms of maximum drawdown, SPMD dropped -57.62% vs ICOP's -38.67%.

On 1-year performance, ICOP leads with 98.32% vs 28.46% for SPMD. On fees, SPMD is cheaper at 0.05% per year. On volatility, SPMD has been the lower-risk option at 5.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, ICOP has performed better with a 98.32% return vs 28.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPMD is cheaper with a 0.05% expense ratio, compared with 0.47% for ICOP.

ICOP has the higher dividend yield at 2.13%, compared with 1.21% for SPMD.

SPMD is categorized as Mid Cap Blend Equities, while ICOP is Copper. SPMD tracks S&P MidCap 400 Index, while ICOP tracks STOXX Global Copper and Metals Mining Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.05% for SPMD and 0.47% for ICOP.

ICOP currently has the higher Sharpe Ratio (2.52 vs 1.81), 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 SPMD and ICOP

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