COPY · Tweedy, Browne Insider + Value ETF
COPY returned +26.0% over the past year.
Points (pts) are percentage points.
| Window | Total return | S&P 500 (SPY) | Gap to SPY |
|---|---|---|---|
| 1M Sep 9 – Oct 9, 2026 | −2.5% | +2.4% | −4.8 pts |
| 3M Jul 10 – Oct 9, 2026 | +1.4% | +3.4% | −2.0 pts |
| 6M Apr 10 – Oct 9, 2026 | +8.2% | +15.2% | −7.0 pts |
| YTD Dec 31, 2025 – Oct 9, 2026 | +18.8% | +15.1% | +3.7 pts |
| 1Y Oct 9, 2025 – Oct 9, 2026 | +26.0% | +17.3% | +8.8 pts |
| Since launch Dec 27, 2024 – Oct 9, 2026 | +54.2% | +33.4% | +20.8 pts |
Total return at closing prices, distributions reinvested. Every column is a total return. Year to date runs from the last close of the year before. Not shown: 3 years, which the fund has not been listed long enough to fill (listed Dec 2024); its since-launch row covers all of its record. Source: ETFIQ.
COPY top ten by weight, 12.5% of the fund, of its 175 equity positions, from the holdings filed for May 31, 2026. Source: the fund’s SEC filing.
In plain words
Questions people ask about COPY
- How has COPY performed?
- Over the year to Oct 9, 2026, COPY returned +26.0% with distributions reinvested, against +17.3% for the S&P 500.
- What does COPY cost?
- The prospectus expense ratio is 0.80% a year.
- What does COPY hold?
- 175 positions as filed for May 31, 2026, with the top ten at 12.5% of the fund. 8% of its weight is in stocks the S&P 500 also holds.
- How far is COPY below its high?
- 4.5% below its high of Sep 3, 2026, measured on the reinvested series to Oct 9, 2026.
ETFIQ links to the documents behind every figure; a link is not an endorsement.
Cite this pageCitation, APA and Markdown
ETFIQ, COPY, stock fund, data as of Oct 9, 2026. https://etfiq.com/funds/copy
ETFIQ. (Oct 9, 2026). COPY, stock fund. Retrieved from https://etfiq.com/funds/copy
[COPY, stock fund (ETFIQ, Oct 9, 2026)](https://etfiq.com/funds/copy)
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