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COPY - ETF AI Analysis
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Tweedy Browne Insider + Value ETF Trust Units (COPY)
Rating:56Neutral
Price Target:
$12.50
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid returns so far this year, indicating strong overall momentum.
Global Diversification
The fund invests across multiple countries, reducing reliance on any single geographic market.
Exposure to Financial Sector
With significant allocation to financial stocks, the ETF benefits from a sector that has shown resilience.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, such as Burberry, have shown weaker performance, potentially dragging down overall returns.
Low Technology Exposure
The ETF has minimal allocation to technology stocks, missing out on potential growth opportunities in this sector.
COPY vs. SPDR S&P 500 ETF (SPY)
AUM169.06M
RegionGlobal
Expense Ratio0.80%
Beta0.77
IssuerTweedy, Browne Co.
Inception DateDec 27, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume216,234
30 Day Avg. Volume176,032
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
13.86Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering182
COPY Summary
The Tweedy Browne Insider + Value ETF Trust Units (COPY) is an ETF that focuses on investing in undervalued companies across the global market. It emphasizes value investing, aiming to find stocks that may be overlooked but have strong potential for long-term growth. Some well-known companies it includes are Burberry and Banco Santander. COPY provides exposure to various sectors like financials, consumer goods, and energy, making it a good choice for investors seeking diversification with a focus on value stocks. However, new investors should be aware that this ETF’s performance depends heavily on the success of value stocks, which can be sensitive to market conditions.
How much will it cost me?The expense ratio for the Tweedy Browne Insider + Value ETF (COPY) is 0.8%, which means you’ll pay $8 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning experts are selecting stocks rather than following a passive index. Active management typically involves more research and trading, which increases costs.
What would affect this ETF?The Tweedy Browne Insider + Value ETF (COPY) could benefit from a global economic recovery, as its focus on undervalued stocks across sectors like financials and consumer cyclical may see growth opportunities. However, rising interest rates or economic slowdowns could negatively impact its holdings, particularly in sectors sensitive to borrowing costs or consumer spending. Additionally, regulatory changes in key regions could influence the performance of its top holdings like Banco Santander and Burberry.
COPY Top 10 Holdings
The Tweedy Browne Insider + Value ETF (COPY) leans heavily into financials, with names like Banco Santander and StoneX Group playing key roles. Banco Santander shows mixed signals, with strong profitability but some bearish technical trends, while StoneX is rising steadily thanks to strategic acquisitions. Consumer cyclical stocks like Burberry are holding the fund back, as the luxury brand struggles with declining revenue. On the brighter side, Dundee Precious Metals has been a steady performer, buoyed by robust earnings. With a global mix of holdings, COPY’s value-focused strategy is a bet on overlooked opportunities across sectors and borders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dundee Precious Mtl | 1.42% | $2.40M | C$6.66B | 113.31% | 82 Outperform | |
| ― | 1.33% | $2.25M | ― | ― | ― | |
| ― | 1.22% | $2.06M | ― | ― | ― | |
| StoneX Group | 1.16% | $1.96M | $4.58B | 52.80% | 58 Neutral | |
| HCI Group | 1.13% | $1.91M | $2.60B | 74.49% | 72 Outperform | |
| Burberry | 1.12% | $1.90M | £4.69B | 71.80% | 54 Neutral | |
| Resideo Technologies | 1.09% | $1.84M | $6.50B | 116.24% | 68 Neutral | |
| Banco Santander | 1.08% | $1.82M | €133.41B | 114.30% | 66 Neutral | |
| General Motors | 0.96% | $1.62M | $64.49B | 33.02% | 75 Outperform | |
| Bankinter | 0.92% | $1.55M | €11.73B | 75.24% | 71 Outperform |
COPY Technical Analysis
Positive
―
Price Trends
12.29
Positive
12.04
Positive
11.27
Positive
Market Momentum
0.05
Negative
55.24
Neutral
83.15
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For COPY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 12.33, equal to the 50-day MA of 12.29, and equal to the 200-day MA of 11.27, indicating a bullish trend. The MACD of 0.05 indicates Negative momentum. The RSI at 55.24 is Neutral, neither overbought nor oversold. The STOCH value of 83.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for COPY.
COPY Peer Comparison
Comparison Results
Performance Comparison
COPY
Tweedy Browne Insider + Value ETF Trust Units
12.41
2.41
24.10%
FEGE
First Eagle Global Equity ETF
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BKDV
BNY Mellon Dynamic Value ETF
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BINV
Brandes International ETF
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FPAG
FPA Global Equity ETF
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GMOI
GMO International Value ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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