COPY - ETF AI Analysis
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Tweedy Browne Insider + Value ETF Trust Units (COPY)
Rating:58Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains so far this year and over the past few months, indicating positive recent momentum.
Broad Global Diversification
Holdings spread across multiple countries, including the U.S., U.K., Europe, and Canada, help reduce reliance on any single market.
Supportive Top Holdings Performance
Many of the largest positions, especially in financial and energy names, have delivered strong year-to-date results that support the fund’s overall returns.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually eat into investor returns over time.
Meaningful Financial Sector Exposure
A sizable allocation to financial companies means the fund can be sensitive to banking and interest-rate related risks.
Underperforming Holding in Top Positions
One of the top 10 holdings has shown weak performance this year, which can slightly drag on the ETF’s overall results.
COPY vs. SPDR S&P 500 ETF (SPY)
AUM332.20M
RegionGlobal
Expense Ratio0.80%
Beta0.75
IssuerTweedy, Browne Co.
Inception DateDec 27, 2024
Dividend Yield0.84%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume99,021
30 Day Avg. Volume175,996
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
16.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering169
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
COPY Summary
COPY is an actively managed value ETF from Tweedy Browne that looks for stocks around the world that appear cheap compared with what the managers think they’re really worth. It doesn’t track a set index, but instead picks companies across many countries and sectors, with a tilt toward financials and other traditional industries. Well-known names in the fund include Banco Santander and Burberry. Someone might invest in COPY to diversify globally while focusing on value stocks that could grow over time. A key risk is that value stocks can stay out of favor for long periods, so the price can go up and down significantly.
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
COPY is leaning into global financials, with names like StoneX, Banco Santander, Bankinter, Bread Financial, and National Bank of Canada doing much of the heavy lifting as their shares have been steadily rising. IG Group is another quiet winner, adding a bit of shine from the UK side. On the flip side, Burberry has been losing steam, acting as a small drag, while UMS Integration and Peyto Exploration show more mixed, stop‑and‑go momentum. Overall, the fund is globally diversified but clearly tilted toward value-oriented financial and cyclical plays.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| StoneX Group | 2.15% | $7.14M | $9.26B | 96.52% | 58 Neutral | |
| ― | 1.55% | $5.15M | ― | ― | ― | |
| Banco Santander | 1.27% | $4.23M | €149.67B | 56.54% | 73 Outperform | |
| UMS Integration | 1.22% | $4.06M | S$2.31B | ― | 69 Neutral | |
| First Resources (Singapore) | 1.02% | $3.40M | S$5.60B | 125.78% | 75 Outperform | |
| Burberry | 1.02% | $3.39M | £4.14B | 39.82% | 55 Neutral | |
| IG Group Holdings | 0.99% | $3.30M | £5.03B | 40.80% | 78 Outperform | |
| Peyto Exploration & Dev | 0.99% | $3.29M | C$5.24B | 30.41% | 81 Outperform | |
| Acciona | 0.96% | $3.19M | €13.99B | 96.92% | 69 Neutral | |
| Bankinter | 0.96% | $3.18M | €12.20B | 21.90% | 75 Outperform |
COPY Technical Analysis
Positive
―
Price Trends
14.03
Positive
13.85
Positive
13.00
Positive
Market Momentum
0.16
Positive
59.09
Neutral
68.93
Neutral
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 14.49, equal to the 50-day MA of 14.03, and equal to the 200-day MA of 13.00, indicating a bullish trend. The MACD of 0.16 indicates Positive momentum. The RSI at 59.09 is Neutral, neither overbought nor oversold. The STOCH value of 68.93 is Neutral, 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
14.64
3.74
34.31%
FPAG
FPA Global Equity ETF
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―
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BINV
Brandes International ETF
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MFSV
MFS Active Value ETF
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GMOI
GMO International Value ETF
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CSTK
Invesco Comstock Contrarian Equity 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.
DisclaimerThis 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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