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Tweedy, Browne Insider + Value ETF
COPY performance and flow charts
Performance
Flows
Historic performance and flows
Data as of April 27, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +7.22% | +4.91% | +11.74% | +39.81% | ||
| Flows | +$25M | +$68M | +$104M | +$248M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Tweedy, Browne |
| N° of holdings | 165 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | December 27, 2024 |
| ESG | No |
More data and info about COPY on Trackinsight
Exposure
Data as of March 31, 2026Diversification
Total weight of top 15 holdings out of 165
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +12.82% | +10.86% | ||
Max drawdown | -7.75% | -7.75% | ||
Max drawdown duration | 49d | 49d | N/A | N/A |
Time to recover | 28d | 28d | N/A | N/A |
What type of ETF is COPY?
COPY is a Active ETF that provides exposure to Equity assets. It is managed by Tweedy, Browne.
What does COPY invest in?
This ETF provides exposure to Other Equities. It is part of the segment: Uncategorized Equities.
What is the expense ratio of COPY?
The total expense ratio (TER) of COPY is 0.8%, representing the annual fee charged by the fund manager.
When was COPY launched?
COPY was launched on December 27, 2024, marking its entry into the ETF market.
Who is the issuer of COPY?
COPY is issued by Tweedy, Browne.
What is the AUM of COPY?
As of April 27, 2026, COPY manages $326.00 M, reflecting the total assets held in the fund.
How has COPY performed recently?
As of April 27, 2026, COPY delivered a return of 7.22% over the past month (1M performance), 4.91% over the past three months (3M), and 11.74% year-to-date (YTD).
What are the recent fund flows for COPY?
As of April 27, 2026, COPY has seen net flows of +$25M in the past month (1M flow) and +$104M year-to-date (YTD).
Does COPY pay dividends?
As of April 27, 2026, COPY has a trailing 12-month distribution yield of 0.85%.
How many holdings are in COPY
As of March 31, 2026, COPY holds 165 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is COPY?
As of March 31, 2026, COPY holds 165 securities, with 14.96% of its assets concentrated in its top 15 holdings.
What are the top holdings of COPY?
As of March 31, 2026, COPY holds a portfolio of 165 underlyings, with its largest positions including STONEX GROUP INC, PEYTO EXPLORATION DEVELOPMENT and SAMSUNG ELECTR. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does COPY invest in?
As of March 31, 2026, COPY has its largest geographic exposures in USA, United Kingdom and Canada.
What sectors or themes does COPY focus on?
As of March 31, 2026, COPY is primarily exposed to Financials, Energy and Consumer Discretionary.
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