COPX vs EWA overlap - what they share and where they differ

COPX and EWA share 4.9% of their weight across 1 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

COPX and EWA

4.9%

1 shared positions

COPX

Global X Copper Miners ETF

Reported positions cover 100% of the fund, 39 positions · Apr 30, 2026

Top 10: 53.3%·Holdings of COPX

EWA

iShares MSCI Australia ETF

Reported positions cover 91% of the fund, 40 positions · May 31, 2026

Top 10: 64.1%·Holdings of EWA

Reported positions cover COPX 100%, EWA 91% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EWA vs COPX side by side

COPXGlobal X Copper Miners ETF

39

stock positions reported to the SEC

94.9% of its weight is in 38 names EWA does not hold

EWAiShares MSCI Australia ETF

40

stock positions reported to the SEC

75.5% of its weight is in 39 names COPX does not hold

Where each fund's weight sits

COPX
EWA
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Basic Materials
28.3%
19.1%
Financial Services
0.5%
3.6%
Energy
0.0%
2.9%
Consumer Cyclical
2.6%
0.0%
Technology
0.0%
0.6%

The widest gap is Basic Materials: COPX has 9.2 points more of it.

The figures side by side

COPXEWA
Filing dateApr 30, 2026May 31, 2026
Stock positions reported3940
Weight of the ten largest53.3%64.1%
Largest positionLUNDIN MINING CORPORATION 6.1%BHP 15.7%
Held alone38 positions, 94.9%39 positions, 75.5%
Covered by stock positions100%91%

Holdings they share

StockIn COPXIn EWACounted
BHPBHP GROUP LIMITED4.91%15.69%4.91%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in COPX

LUNDIN MINING CORPORATION6.06%
GLENCORE PLC5.99%
SUMITOMO METAL MINING CO., LTD.5.97%
KGHM POLSKA MIEDZ SPOLKA AKCYJNA5.81%
FCXFREEPORT-MCMORAN INC.5.04%
HBMHudbay Minerals Inc.4.94%
ANTOFAGASTA PLC4.86%
TECKTeck Resources Limited4.85%
SCCOSOUTHERN COPPER CORPORATION4.84%
BOLIDEN AB4.33%

Only in EWA

COMMONWEALTH BANK OF AUSTRALIA13.76%
WESTPAC BANKING CORPORATION6.14%
NATIONAL AUSTRALIA BANK LIMITED5.71%
ANZ GROUP HOLDINGS LIMITED5.30%
WESFARMERS LIMITED4.51%
MACQUARIE GROUP LIMITED4.31%
RIORIO TINTO LIMITED3.45%
WDSWOODSIDE ENERGY GROUP LTD2.89%
KOYNCSL LIMITED2.34%
WOOLWORTHS GROUP LIMITED2.14%

Questions people ask

Is COPX the same as EWA?

4.9% of their weight sits in the same 1 holdings. COPX also reports LUNDIN MINING CORPORATION, GLENCORE PLC, SUMITOMO METAL MINING CO., LTD., which the other does not. EWA also reports COMMONWEALTH BANK OF AUSTRALIA, WESTPAC BANKING CORPORATION, NATIONAL AUSTRALIA BANK LIMITED, which the other does not.

How is the overlap between COPX and EWA measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of COPX and 91% of EWA, so the number cannot exceed the smaller coverage.

Which holds more, EWA or COPX?

COPX reports 39 stock positions and EWA reports 40. 94.9% of COPX's weight sits in names EWA does not hold, and 75.5% of EWA's weight in names COPX does not hold. The ten largest positions are 53.3% of COPX and 64.1% of EWA.

How do COPX and EWA differ by sector?

The widest gap is Basic Materials: COPX has 9.2 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.