FRI vs COPJ

Comparison between FIRST TRUST S&P REIT INDEX FUND (FRI, ETF) and Sprott Junior Copper Miners ETF (COPJ, ETF).

FRI vs COPJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FRI(ETF)	COPJ(ETF)
Net Assets	$176M	$176M
Expense Ratio	0.50%	0.75%
Max Drawdown	73.28%	37.08%
Sharpe Ratio	0.97	1.65
5Y Beta	0.53	1.23
P/E Ratio	36.83	N/A
Forward P/E	35.75	N/A
5Y Dividends CAGR	3.24%	N/A
5Y EPS CAGR	8.60%	N/A
Debt to Equity	44.21%	N/A
P/S Ratio	7.35	N/A
P/B Ratio	2.42	N/A

Net Assets

FRI

$176M

COPJ

$176M

Expense Ratio

Winner

FRI

0.50%

COPJ

0.75%

Max Drawdown

FRI

73.28%

Winner

COPJ

37.08%

Sharpe Ratio

FRI

0.97

Winner

COPJ

1.65

5Y Beta

Winner

FRI

0.53

COPJ

1.23

P/E Ratio

FRI

36.83

COPJ

N/A

Forward P/E

FRI

35.75

COPJ

N/A

5Y Dividends CAGR

FRI

3.24%

COPJ

N/A

5Y EPS CAGR

FRI

8.60%

COPJ

N/A

Debt to Equity

FRI

44.21%

COPJ

N/A

P/S Ratio

FRI

7.35

COPJ

N/A

P/B Ratio

FRI

2.42

COPJ

N/A

FRI vs COPJ - Holdings Comparison

FRI and COPJ have 1 common holdings. Overlap is 0.00%

FRI's top 25 holdings weight is 73.09%. COPJ's top 25 holdings weight is 84.27%.

Rank	FRI	COPJ
#1	WELLTOWER INC (WELL) - 10.45%	FARADAY COPPER CORP (CPPKF) - 5.75%
#2	PROLOGIS INC (PLD) - 10.00%	ARIZONA SONORAN COPPER CO INC (ASCUF) - 5.44%
#3	SIMON PROPERTY GROUP INC (SPG) - 4.77%	MINSUR SA CLASS I (n/a) - 5.40%
#4	EQUINIX INC (EQIX) - 4.74%	SOLARIS RESOURCES INC ORDINARY SHARES (n/a) - 4.89%
#5	DIGITAL REALTY TRUST INC (DLR) - 4.57%	TASEKO MINES LTD (n/a) - 4.81%
#6	REALTY INCOME CORP (O) - 4.23%	OSISKO METALS INC (OMZNF) - 4.31%
#7	MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 3.95%	ATALAYA MINING COPPER SA (n/a) - 4.29%
#8	PUBLIC STORAGE (PSA) - 3.62%	SOCIEDAD PUNTA DEL COBRE SA ORDINARY SHARES (n/a) - 4.13%
#9	VENTAS INC (VTR) - 2.92%	ERO COPPER CORP (ERO) - 4.10%
#10	IRON MOUNTAIN INC (IRM) - 2.91%	ATEX RESOURCES INC (ATXRF) - 3.99%
#11	EXTRA SPACE STORAGE INC (EXR) - 2.32%	FIREFLY METALS LTD (n/a) - 3.98%
#12	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.31%	AMERIGO RESOURCES LTD (n/a) - 3.66%
#13	AVALONBAY COMMUNITIES INC (AVB) - 1.99%	TRILOGY METALS INC (n/a) - 3.46%
#14	EQUITY RESIDENTIAL (EQR) - 1.75%	IVANHOE ELECTRIC INC (IE) - 3.26%
#15	ESSEX PROPERTY TRUST INC (ESS) - 1.37%	BLUE MOON METALS INC (n/a) - 3.01%
#16	INVITATION HOMES INC (INVH) - 1.25%	GRUVAKTIEBOLAGET VISCARIA CLASS B (n/a) - 2.66%
#17	W.P. CAREY INC (WPC) - 1.24%	IMPERIAL METALS CORP (n/a) - 2.28%
#18	KIMCO REALTY CORP (KIM) - 1.23%	MARIMACA COPPER CORP (n/a) - 2.26%
#19	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.16%	CENTRAL ASIA METALS PLC (n/a) - 2.23%
#20	HOST HOTELS & RESORTS INC (HST) - 1.16%	PHILEX MINING CORP (n/a) - 2.00%
#21	SUN COMMUNITIES INC (SUI) - 1.08%	REGULUS RESOURCES INC (n/a) - 1.89%
#22	HEALTHPEAK PROPERTIES INC (DOC) - 1.04%	AIC MINES LTD (n/a) - 1.82%
#23	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.02%	KING COPPER DISCOVERY CORP ORDINARY SHARES (n/a) - 1.62%
#24	GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.01%	ALDEBARAN RESOURCES INC (n/a) - 1.60%
#25	LAMAR ADVERTISING CO CLASS A (LAMR) - 1.00%	AERIS RESOURCES LTD (n/a) - 1.43%
Total Holdings	131	55

FRI vs COPJ - Historical Returns

Returns include dividend reinvestment.

Period	FRI	COPJ
1 month	+2.25%	-8.75%
3 months	+9.14%	+1.67%
6 months	+17.07%	+18.70%
1 year	+18.69%	+102.54%
5 years(CAGR)	+4.71%	N/A
10 years(CAGR)	+6.05%	N/A
Max(CAGR)	+5.23%	+35.00%

Winner

FRI

+2.25%

COPJ

-8.75%

Winner

FRI

+9.14%

COPJ

+1.67%

FRI

+17.07%

Winner

COPJ

+18.70%

FRI

+18.69%

Winner

COPJ

+102.54%

5Y(CAGR)

FRI

+4.71%

COPJ

N/A

10Y(CAGR)

FRI

+6.05%

COPJ

N/A

Max(CAGR)

FRI

+5.23%

Winner

COPJ

+35.00%

FRI vs COPJ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FRI	COPJ
2026	+16.80%	+5.95%
2025	+3.67%	+135.96%
2024	+6.78%	+11.08%
2023	+13.52%	-5.38%
2022	-24.21%	N/A
2021	+47.78%	N/A
2020	-6.50%	N/A
2019	+26.83%	N/A
2018	-3.95%	N/A
2017	+3.50%	N/A
2016	+9.19%	N/A
2015	+0.47%	N/A
2014	+30.00%	N/A
2013	+0.53%	N/A
2012	+16.38%	N/A
2011	+6.31%	N/A
2010	+28.60%	N/A
2009	+30.64%	N/A
2008	-38.19%	N/A
2007	-19.25%	N/A

FRI vs COPJ Drawdown Comparison

The maximum drawdown for FRI was -71.97%, occurring on Mar 6, 2009. Recovery took 1284 trading sessions.

The maximum drawdown for COPJ was -32.28%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current COPJ drawdown is -17.26%.

Rank	FRI	COPJ
#1	-71.97% May 30, 2007 - Jul 2, 2012	-32.28% Jan 29, 2026 - Mar 20, 2026
#2	-44.16% Feb 21, 2020 - Apr 21, 2021	-30.10% May 20, 2024 - Jun 5, 2025
#3	-31.25% Dec 31, 2021 - Feb 6, 2026	-26.71% Apr 18, 2023 - Apr 2, 2024
#4	-18.28% May 21, 2013 - Jun 5, 2014	-13.08% Feb 2, 2023 - Apr 11, 2023
#5	-17.40% Jan 26, 2015 - May 6, 2016	-12.64% Oct 14, 2025 - Dec 3, 2025
#6	-17.36% Aug 1, 2016 - Dec 6, 2018	-8.96% Jul 23, 2025 - Aug 22, 2025
#7	-13.16% Dec 6, 2018 - Jan 31, 2019	-5.39% Apr 9, 2024 - Apr 26, 2024
#8	-9.31% Sep 14, 2012 - Jan 15, 2013	-5.00% Apr 29, 2024 - May 13, 2024
#9	-7.58% Sep 5, 2014 - Oct 27, 2014	-4.86% Jun 20, 2025 - Jun 26, 2025
#10	-7.57% Mar 2, 2026 - Apr 16, 2026	-3.61% Oct 8, 2025 - Oct 13, 2025
#11	-7.06% Sep 2, 2021 - Oct 26, 2021	-2.75% Dec 11, 2025 - Dec 19, 2025
#12	-6.39% Oct 24, 2019 - Feb 10, 2020	-2.56% Jul 10, 2025 - Jul 22, 2025
#13	-5.83% May 9, 2016 - Jun 28, 2016	-2.38% Jan 6, 2026 - Jan 12, 2026
#14	-5.74% Nov 24, 2021 - Dec 8, 2021	-2.25% Jun 9, 2025 - Jun 20, 2025
#15	-5.66% May 11, 2007 - May 30, 2007	-1.95% Dec 26, 2025 - Jan 2, 2026

Correlation

Correlation between FRI and COPJ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2007 - 2026)

FRI vs COPJ dividend yield comparison.

Year	FRI	COPJ
2026	0.29%	0.00%
2025	2.99%	11.57%
2024	3.33%	11.64%
2023	3.24%	2.48%
2022	2.52%	0.00%
2021	1.44%	0.00%
2020	3.08%	0.00%
2019	2.28%	0.00%
2018	3.21%	0.00%
2017	2.82%	0.00%
2016	3.27%	0.00%
2015	2.66%	0.00%
2014	2.07%	0.00%
2013	3.10%	0.00%
2012	2.27%	0.00%
2011	2.20%	0.00%
2010	2.04%	0.00%
2009	2.34%	0.00%
2008	3.31%	0.00%
2007	2.37%	0.00%