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

COPX and IYM share 6.6% of their weight across 2 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 IYM

6.6%

2 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

IYM

iShares U.S. Basic Materials ETF

Reported positions cover 100% of the fund, 38 positions · Apr 30, 2026

Top 10: 66.0%·Holdings of IYM

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

IYM vs COPX side by side

COPXGlobal X Copper Miners ETF

39

stock positions reported to the SEC

89.9% of its weight is in 37 names IYM does not hold

IYMiShares U.S. Basic Materials ETF

38

stock positions reported to the SEC

91.0% of its weight is in 36 names COPX does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Basic Materials
28.3%
57.5%
Consumer Defensive
0.0%
7.2%
Consumer Cyclical
2.6%
6.3%
Technology
0.0%
2.8%
Real Estate
0.0%
2.2%
Financial Services
0.5%
0.0%

The widest gap is Basic Materials: IYM has 29.2 points more of it.

The figures side by side

COPXIYM
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported3938
Weight of the ten largest53.3%66.0%
Largest positionLUNDIN MINING CORPORATION 6.1%LINDE PUBLIC LIMITED COMPANY 19.9%
Held alone37 positions, 89.9%36 positions, 91.0%
Covered by stock positions100%100%

Holdings they share

StockIn COPXIn IYMCounted
FCXFREEPORT-MCMORAN INC.5.04%7.25%5.04%
SCCOSOUTHERN COPPER CORPORATION4.84%1.60%1.60%

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%
HBMHudbay Minerals Inc.4.94%
BHPBHP GROUP LIMITED4.91%
ANTOFAGASTA PLC4.86%
TECKTeck Resources Limited4.85%
BOLIDEN AB4.33%
FIRST QUANTUM MINERALS LTD.3.97%

Only in IYM

LINDE PUBLIC LIMITED COMPANY19.89%
NEMNEWMONT CORPORATION10.51%
ECLECOLAB INC.5.80%
APDAIR PRODUCTS AND CHEMICALS, INC.4.75%
NUENUCOR CORPORATION4.43%
FASTFASTENAL COMPANY3.88%
AUANGLOGOLD ASHANTI PLC3.55%
STLDSTEEL DYNAMICS, INC.3.38%
ALBALBEMARLE CORPORATION2.57%
CRSCARPENTER TECHNOLOGY CORPORATION2.29%

Questions people ask

Is COPX the same as IYM?

6.6% of their weight sits in the same 2 holdings. COPX also reports LUNDIN MINING CORPORATION, GLENCORE PLC, SUMITOMO METAL MINING CO., LTD., which the other does not. IYM also reports LINDE PUBLIC LIMITED COMPANY, NEM, ECL, which the other does not.

How is the overlap between COPX and IYM 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 100% of IYM, so the number cannot exceed the smaller coverage.

Which holds more, IYM or COPX?

COPX reports 39 stock positions and IYM reports 38. 89.9% of COPX's weight sits in names IYM does not hold, and 91.0% of IYM's weight in names COPX does not hold. The ten largest positions are 53.3% of COPX and 66.0% of IYM.

How do COPX and IYM differ by sector?

The widest gap is Basic Materials: IYM has 29.2 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.

Add a third fund in the tool·All fund pairs

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.