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COPY - ETF AI Analysis
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Tweedy Browne Insider + Value ETF Trust Units (COPY)
Rating:57Neutral
Price Target:―
Positive Factors
Recent Performance Momentum
The ETF has shown steady gains over the past month, three months, and year-to-date, suggesting positive recent momentum.
Global Diversification
Holdings spread across multiple countries, including the U.S., U.K., Canada, and several European and other markets, help reduce reliance on any single economy.
Broad Sector Mix
Exposure to a range of sectors such as financials, consumer cyclical, energy, industrials, and materials helps spread out industry-specific risk.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Exposure to Cyclical Sectors
Significant weight in financial and consumer cyclical stocks means the ETF may be more sensitive to economic slowdowns.
Mixed Performance Among Top Holdings
While some top positions have delivered strong gains, others like Burberry and General Motors have shown weaker performance, which can create uneven results.
COPY vs. SPDR S&P 500 ETF (SPY)
AUM289.57M
RegionGlobal
Expense Ratio0.80%
Beta0.76
IssuerTweedy, Browne Co.
Inception DateDec 27, 2024
Dividend Yield0.88%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume213,662
30 Day Avg. Volume250,516
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
15.70Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering152
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
COPY Summary
COPY is the Tweedy Browne Insider + Value ETF, focused on value stocks across the total global market rather than tracking a specific index. It looks for companies the managers believe are undervalued, with holdings spread across many countries and sectors like financials, consumer companies, and energy. Well-known names in the fund include General Motors and Banco Santander. Someone might invest in COPY to seek long-term growth from overlooked companies while getting broad diversification. A key risk is that value stocks can stay out of favor for long periods, so the price can go up and down more than you expect.
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 leans into global value, with financials and consumer names setting the tone. StoneX Group and Banco Santander are among the steady engines, with rising share prices helping to quietly pull the fund forward. Energy play Peyto Exploration adds some extra lift as it continues to climb, while Korean telecom KT has been another bright spot. On the flip side, Burberry and OSB Group have been losing steam, acting as mild brakes. Overall, the ETF is diversified across regions but clearly tilts toward traditional value sectors like banks and energy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| StoneX Group | 1.56% | $4.52M | $6.27B | 52.96% | 58 Neutral | |
| Banco Santander | 1.22% | $3.53M | €142.35B | 57.46% | 73 Outperform | |
| Peyto Exploration & Dev | 1.09% | $3.15M | C$5.53B | 75.78% | 81 Outperform | |
| HCI Group | 1.03% | $2.97M | $2.23B | 27.28% | 73 Outperform | |
| KT | 1.00% | $2.90M | $9.45B | 24.61% | 68 Neutral | |
| Burberry | 0.97% | $2.81M | £3.95B | 2.94% | 55 Neutral | |
| Bankinter | 0.96% | $2.79M | €12.08B | 33.02% | 75 Outperform | |
| Resideo Technologies | 0.95% | $2.74M | $5.44B | 94.85% | 51 Neutral | |
| Ionis Pharmaceuticals | 0.92% | $2.67M | $12.42B | 118.55% | 61 Neutral | |
| National Bank of Canada | 0.92% | $2.66M | C$74.00B | 71.65% | 78 Outperform |
COPY Technical Analysis
Neutral
―
Price Trends
13.72
Positive
13.01
Positive
12.39
Positive
Market Momentum
0.12
Positive
46.28
Neutral
44.61
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For COPY, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 14.22, equal to the 50-day MA of 13.72, and equal to the 200-day MA of 12.39, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 46.28 is Neutral, neither overbought nor oversold. The STOCH value of 44.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for COPY.
COPY Peer Comparison
Comparison Results
Performance Comparison
COPY
Tweedy Browne Insider + Value ETF Trust Units
13.95
3.46
32.98%
BKDV
BNY Mellon Dynamic Value ETF
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GMOI
GMO International Value ETF
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FPAG
FPA Global Equity ETF
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MFSV
MFS Active 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.
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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