Tweedy Browne Insider + Value ETF Trust Units (COPY)
| Assets | $414.91M |
| Expense Ratio | 0.80% |
| PE Ratio | 11.05 |
| Shares Out | 26.88M |
| Dividend (ttm) | $0.12 |
| Dividend Yield | 0.81% |
| Ex-Dividend Date | Dec 30, 2025 |
| Payout Frequency | n/a |
| Payout Ratio | 8.91% |
| Volume | 126,897 |
| Open | 15.23 |
| Previous Close | 15.28 |
| Day's Range | 15.20 - 15.27 |
| 52-Week Low | 11.86 |
| 52-Week High | 16.20 |
| Beta | n/a |
| Holdings | 452 |
| Inception Date | Dec 27, 2024 |
About COPY
Fund Home PageThe Tweedy Browne Insider + Value ETF Trust Units (COPY) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that selects undervalued equities globally using a proprietary methodology. It focuses on companies where insiders, defined as corporate officers, are actively purchasing equity securities and where the company is conducting share buybacks COPY was launched on Dec 27, 2024 and is issued by Tweedy, Browne Co.
Top 10 Holdings
46.95% of assets| Name | Symbol | Weight |
|---|---|---|
| EUR/USD FWD 20261229 Purchased | n/a | 7.70% |
| EUR/USD FWD 20261130 Purchased | n/a | 7.61% |
| EUR/USD FWD 20261030 Purchased | n/a | 6.54% |
| GBP/USD FWD 20261130 Purchased | n/a | 5.53% |
| GBP/USD FWD 20261229 Purchased | n/a | 5.47% |
| GBP/USD FWD 20261030 Purchased | n/a | 4.54% |
| U.S. Bank Money Market Deposit Account | n/a | 2.72% |
| CAD/USD FWD 20261130 Purchased | n/a | 2.30% |
| CAD/USD FWD 20261229 Purchased | n/a | 2.29% |
| CAD/USD FWD 20261030 Purchased | n/a | 2.25% |
Performance
COPY had a total return of 24.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 27.46%.
News
Why Forced Selling Can Impact Your Value Portfolio
Traditionally speaking, one of the bigger challenges of value investing is determining whether a company is actually facing a real secular decline or whether a true value opportunity is present.
How Share Buybacks Can Create Compelling Value Trades
Broadly speaking, there are plenty of different metrics that analysts and investors can employ when trying to determine whether a stock is undervalued or not. Key Takeaways: There are many methods to ...
COPY ETF Passes in $400M AUM as Value Strategies Surge
Whenever an ETF passes a key threshold for assets under management, it's worth taking a look at how the fund got to this point. This is certainly the case for the Tweedy Browne Insider + Value ETF (CO...
When Value Meets Tech: How COPY Finds Deals
Traditionally speaking, advisors and investors don't typically associate value strategies with tech exposure. Key Takeaways: While value strategies don't usually embrace tech companies, tech stocks c...
Tackle Inflation & Uncertainty With an Insider + Value Approach
So far, 2026 has been a year full of macroeconomic events and market drivers, but one thing that has been consistent — for lack of a better term — is the lack of consistency. Equity markets have teete...
The Power of Fundamentals: How Value Can Outpace Growth
In recent years, growth strategies have been a tad more popular than value strategies among the broader investment community. However, now is the time for folks to consider taking a closer look at inc...
Insider Advantages: How COPY Stands Out Among Value ETFs
Given that 2026 has has largely been more favorable for value stocks than usual, advisors and investors might be looking to tilt their portfolio towards value-forward approaches. Key Takeaways: Value...
Tweedy, Browne Team Talks Firm's History, Value Investing, & More
With more than a century of expertise in piloting value strategies in the market, Tweedy, Browne draws on its longstanding heritage to offer a disciplined approach to value investing.
This ETF from a 106-year-old firm has crushed rivals while avoiding ‘Magnificent Seven' stocks
The Tweedy, Browne Insider + Value ETF was a strong performer during 2025, as it took a unique approach to analyzing corporate insiders' stock purchases.
3 Places To Profit (That Are NOT Tech!)
Technology stocks got trounced in the last week as investors sold their winners and bought previous laggards. If you're looking for new places to profit, too, here are three to consider – courtesy of ...
Tweedy, Browne Enters the ETF Market With the Tweedy, Browne Insider + Value ETF (NYSE Ticker: COPY)
STAMFORD, Conn.--(BUSINESS WIRE)--Tweedy, Browne Company, a 104-year-old value-oriented asset management firm serving institutional and individual clients with $7.2 billion under management (as of Dec...