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

COPX and PICK share 28.2% of their weight across 33 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 PICK

28.2%

33 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

PICK

iShares MSCI Global Metals & Mining Producers ETF

Reported positions cover 99% of the fund, 230 positions · May 31, 2026

Top 10: 48.9%·Holdings of PICK

Reported positions cover COPX 100%, PICK 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

PICK vs COPX side by side

COPXGlobal X Copper Miners ETF

39

stock positions reported to the SEC

8.3% of its weight is in 6 names PICK does not hold

PICKiShares MSCI Global Metals & Mining Producers ETF

230

stock positions reported to the SEC

61.6% of its weight is in 197 names COPX does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Basic Materials
28.3%
47.8%
Consumer Cyclical
2.6%
1.8%
Financial Services
0.5%
1.2%
Real Estate
0.0%
0.1%
Technology
0.0%
0.1%

The widest gap is Basic Materials: PICK has 19.5 points more of it.

The figures side by side

COPXPICK
Filing dateApr 30, 2026May 31, 2026
Stock positions reported39230
Weight of the ten largest53.3%48.9%
Largest positionLUNDIN MINING CORPORATION 6.1%BHP 13.0%
Held alone6 positions, 8.3%197 positions, 61.6%
Covered by stock positions100%99%

Holdings they share

StockIn COPXIn PICKCounted
FCXFREEPORT-MCMORAN INC.5.04%5.44%5.04%
BHPBHP GROUP LIMITED4.91%13.03%4.91%
GLENCORE PLC5.99%4.37%4.37%
TECKTeck Resources Limited4.85%1.75%1.75%
FIRST QUANTUM MINERALS LTD.3.97%1.26%1.26%
ANTOFAGASTA PLC4.86%1.25%1.25%
LUNDIN MINING CORPORATION6.06%1.18%1.18%
BOLIDEN AB4.33%1.02%1.02%
SCCOSOUTHERN COPPER CORPORATION4.84%1.01%1.01%
SUMITOMO METAL MINING CO., LTD.5.97%0.81%0.81%

What each holds alone

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

Only in COPX

ZIJIN MINING GROUP COMPANY LIMITED3.90%
CHINA GOLD INTERNATIONAL RESOURCES CORP. LTD.2.84%
WANGUO GOLD GROUP LIMITED0.94%
LUNR ROYALTIES CORP0.35%
CENTRAL ASIA METALS PLC0.19%
LUCA MINING CORP0.12%

Only in PICK

RIORIO TINTO LIMITED9.77%
ANGLO AMERICAN PLC3.45%
VALEVALE S.A.3.43%
NUENUCOR CORPORATION3.30%
GRUPO MEXICO, S.A.B. DE C.V.2.23%
STLDSTEEL DYNAMICS, INC.2.08%
ARCELORMITTAL SA1.69%
FORTESCUE LTD1.57%
VALTERRA PLATINUM LIMITED1.26%
PKXPOSCO Holdings Inc.1.18%

Questions people ask

Is COPX the same as PICK?

28.2% of their weight sits in the same 33 holdings. COPX also reports ZIJIN MINING GROUP COMPANY LIMITED, CHINA GOLD INTERNATIONAL RESOURCES CORP. LTD., WANGUO GOLD GROUP LIMITED, which the other does not. PICK also reports RIO, ANGLO AMERICAN PLC, VALE, which the other does not.

How is the overlap between COPX and PICK 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 99% of PICK, so the number cannot exceed the smaller coverage.

Which holds more, PICK or COPX?

COPX reports 39 stock positions and PICK reports 230. 8.3% of COPX's weight sits in names PICK does not hold, and 61.6% of PICK's weight in names COPX does not hold. The ten largest positions are 53.3% of COPX and 48.9% of PICK.

How do COPX and PICK differ by sector?

The widest gap is Basic Materials: PICK has 19.5 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.