Tweedy, Browne Insider + Value ETF (COPY): ETF
ETF traded on ARCX under symbol COPY. Quoted in usd.
Tweedy, Browne Insider + Value ETF
-1.07%$15.65
ARCX:COPYEquity
AUM $432.99M·YTD --·Yield --
About COPY
This actively managed exchange-traded fund seeks to achieve its investment objective by dedicating at least 80% of its net assets, under typical market conditions, to the stocks of both U.S. and non-U.S. companies. Tweedy, Browne Company LLC identifies these companies as undervalued. A key additional criterion for selection is that these companies must also exhibit either significant share purchases by their own insiders or be engaged in opportunistic share buyback programs.
Largest holdings
- U.S. Bank Money Market Deposit Account 08/01/20316.32%
- BME.L B&M European Value Retail plc1.33%
- NORION.ST Norion Bank AB1.25%
- 086790.KS Hana Financial Group Inc1.23%
- PNDORA.CO Pandora A/S1.20%
- EFOR Everforth Inc1.19%
- WPP.L WPP PLC1.19%
- DNB.OL DNB Bank ASA1.14%
- EVTC EVERTEC Inc1.10%
- CROX Crocs Inc1.10%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$107,386
Total Return
+$37,386
(+53.4%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$432.99M
NAV$15.65
Premium/DiscountAt NAV
Expense Ratio0.89%
Market Cap$421.59M
Shares Outstanding26.30M
Inception DateDec. 26, 2024
Fund Details
IssuerTweedy, Browne Co.
Asset ClassEquity
Beta0.49
SectorFinancial Services
DomicileUS
52-Week Range
$11.86$16.20
Current: $15.65
Volume
Volume575.21K
Avg Volume181.03K
Vol/Avg3.18x
30d
214.66K
60d
180.86K
90d
195.43K
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