⚖️ COPX vs CPER Comparison · Free & No Signup

COPX vs CPER: The Miners or the Metal?

Same copper thesis, two different instruments. COPX owns the companies that dig copper out of the ground. CPER owns copper futures directly. They behave very differently.

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🤝 BFF Take
Miners Amplify the Move and Add Risk; Futures Track the Metal With a Roll Cost

COPX and CPER both bet on copper, but they are not the same trade. COPX (Global X Copper Miners) holds roughly 40 copper mining companies at 0.65%, so it is an equity bet: when copper prices rise, miners' profits rise faster than the metal, which is why COPX tends to swing harder in both directions. The cost is that you also take on operational risk, country risk (much of the mining is in Chile, Peru, and other emerging markets), and equity market beta. CPER (United States Copper Index Fund) holds copper futures contracts at 0.65%, giving you exposure to the copper price itself with no company risk, but futures carry a roll cost: when the market is in contango, rolling expiring contracts into later ones quietly erodes returns over time, and CPER is small (about $300M) and structured as a commodity pool, which brings a more complex K-1 tax form. The honest framing: if you want leverage to the electrification thesis and accept equity-style volatility, COPX gives you more upside and more risk. If you want cleaner exposure to the copper price as a diversifier or inflation hedge, CPER tracks the metal more directly but bleeds a little to the futures roll. Neither is a buy-and-hold core holding; both are tactical, volatile, single-commodity plays. Past performance does not guarantee future results.

📋 Quick Takeaways
⛏️COPX = copper mining stocks (equity). It moves more than copper itself, up and down, and adds operational and country risk.
🔩CPER = copper futures (the metal). Cleaner price exposure, but a futures roll cost in contango and a K-1 tax form.
Same 0.65% fee. Both are tactical electrification bets, not core holdings. Miners for leverage, futures for purer price exposure.
Reviewed by a CFA® Charterholder · Data updated Jun 2026 · Educational only, not financial advice
COPX
Global X Copper Miners ETF
Expense Ratio
0.65%
1-Year Return
+25.0%
AUM
$8B
Holdings
40
CPER
United States Copper Index Fund, LP
Expense Ratio
0.65%
1-Year Return
+28.1%
AUM
$700.5M
Holdings
5

📋 COPX vs CPER — Key Facts Side by Side

Metric COPX CPER
Fund Name Global X Copper Miners ETF United States Copper Index Fund, LP
Issuer Global X USCF
Tracks Index Solactive Global Copper Miners SummerHaven Copper Index
Expense Ratio 0.65% 0.65%
Cost per $10K/yr $65.00 $65.00
AUM $8B $700.5M
Holdings 40 5
Inception 2010 2011
1-Year Return +25.00% +28.07%
3-Year Return +8.00% +21.05%
5-Year Return +15.00% +6.85%
Holdings Overlap None. COPX holds copper mining stocks; CPER holds copper futures. They are two different ways to bet on the same metal. — see full overlap →
Avg Bid-Ask Spread 0.03% 0.10%

Expense ratio, AUM, and returns updated May 25, 2026 from ETF BFF database. Returns are annualised. Not investment advice.

📊 COPX vs CPER — Annualised Returns

Annualised returns (trailing, price-based). Past performance does not guarantee future results.

🎯 Should You Buy COPX or CPER?

Choose if...
COPX
  • You want broader diversification (40 holdings vs 5)
  • You already use Global X and prefer staying within their fund family
Choose if...
CPER
  • You already use USCF and prefer staying within their fund family

💰 What the Fee Difference Actually Costs

Adjust the numbers for your situation. This models each fund's expense ratio compounding against your balance over time.

Assumes a constant annual return reinvested, with each fund's expense ratio deducted yearly. Illustrative only; actual returns vary. Past performance does not guarantee future results.

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❓ COPX vs CPER — Frequently Asked Questions

COPX holds about 40 copper mining companies, so it is a stock fund: you own the businesses that produce copper, and their share prices move with copper prices but amplified by their profits and leverage. CPER holds copper futures contracts, so it tracks the price of copper itself with no company exposure. COPX swings harder and carries equity, operational, and country risk; CPER tracks the metal more directly but pays a roll cost when futures are in contango. Both charge 0.65%.
It depends on what you want. If you want leverage to the electrification thesis (EVs, the grid, data centers all need copper) and you accept stock-market-style volatility, COPX gives you more upside, with more downside. If you want cleaner exposure to the copper price as a diversifier or inflation hedge, CPER tracks the metal more directly. Miners can also outperform or underperform the metal for company-specific reasons, so they are not a pure copper-price proxy. Neither is a core holding. Past performance does not guarantee future results.
Yes. CPER is structured as a commodity pool that holds futures, so it issues a Schedule K-1 instead of the simpler 1099 that stock ETFs like COPX provide. Futures gains are also generally taxed under the 60/40 rule (60% long-term, 40% short-term) regardless of holding period. For investors who want to avoid K-1 paperwork, the copper miners route (COPX) uses a standard 1099. This is general information, not tax advice, so confirm your own situation.
Copper is central to electrification. Electric vehicles use several times more copper than gasoline cars, grid expansion and renewable energy require large amounts of it, and AI data centers add new demand. At the same time, new copper mines take many years to bring online, so the supply response is slow. That combination of structural demand growth and constrained supply is the bull case both COPX and CPER are built to express. It is a thesis, not a certainty, and copper is historically one of the most cyclical commodities.

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📄 COPX & CPER Fact Sheets

COPX Fact Sheet CPER Fact Sheet
ℹ️ Data shown is for educational purposes and may not reflect the most current figures. Returns are trailing price-based and exclude dividend reinvestment. Past performance does not guarantee future results. ETF BFF is not a licensed financial advisor — this is not personalized financial advice.