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Exclusive Article Copper Cools After Record January—But This ETF Is a Buy-the-Dip OpportunityReported by Jessica Mitacek. First Published: 3/22/2026. 
Key Points - Commodities are outperforming the S&P 500 this year as investors rotate from tech to safe havens amid geopolitical unrest and ongoing market uncertainty.
- Despite a recent dip in price, copper—which is facing a supply shortage—remains essential for AI data centers and green energy.
- Following a 20% correction, the Global X Copper Miners ETF offers a buy-the-dip opportunity that provides diversified global exposure to major miners with strong institutional backing.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
When all is said and done, 2026 might go down in market history as the year of commodities. Broadly, raw-material prices have outperformed the S&P 500 and continued to dominate the news cycle amid a market rotation that has seen the benchmark index fall more than 2% this year. Amazon, Google, Meta, and Microsoft have collectively committed nearly 700 billion dollars to technology infrastructure this year alone. Bloomberg called it 'a boom without a parallel this century.' That capital doesn't stay with the giants - it flows through hundreds of smaller companies supplying chips, software, data, and infrastructure. Chris Rowe has identified the small-cap stocks he believes are positioned directly in its path. Watch the free presentation and see the specific stocks Chris identified Most recently, oil and gas prices grabbed the spotlight after the onset of conflict involving the United States, Israel and Iran. But metals — and precious metals in particular — are having a moment. Gold, silver and platinum each set all-time highs in January amid geopolitical unrest, equity market uncertainty and a flight to safety following a mass exodus from AI- and software-levered tech stocks. But precious metals aren't the only metals reaching new peaks. This year, one major and often overlooked industrial metal also hit an all-time high: copper. Since copper reached its record in January, prices have retraced. With signs they may have bottomed, investors seeking exposure for the next leg up can consider an exchange-traded fund that holds a basket of materials-sector stocks: the Global X Copper Miners ETF (NYSEARCA: COPX). Global Supply Squeeze Reinforces Copper's Price Narrative Supply disruptions at major mines around the world have tightened the copper market, while demand for the metal shows little sign of slowing. Fueling that demand are copper's physical properties: it is a critical conductor and the most commonly used metal for electrical wiring and electronics. With the highest electrical conductivity among industrial metals — second only to silver — copper is essential to electrification, renewable energy, AI and data center expansion, and industrial growth such as construction, consumer electronics and machinery. Beyond conductivity, copper is cost-effective and prized for its pliability, durability and corrosion resistance. Those qualities support a global market valued at nearly $242 billion in 2024 and projected to grow at a compound annual rate of 6.5% through 2030, when it is expected to approach $340 billion, according to Grand View Research. As an essential component in everything from photovoltaic solar panels and wind turbines to telecommunications, plumbing and automotive parts, copper exposure can play a role in a diversified portfolio. Below is an ETF that offers that exposure. After a Sharp Pullback, COPX Is a Buy-the-Dip Opportunity Since hitting an all-time high on Feb. 27 — about one month after copper peaked — COPX corrected by roughly 20%. The largest and most liquid copper-themed ETF — with nearly $7 billion in assets under management and an average daily trading volume of almost 6 million shares — appears to have found a short-term bottom, having gained about 3% since March 13. COPX seeks to track the performance of the Solactive Global Copper Miners Index, which is designed to reflect the performance of the copper mining industry as a whole. Over the past year the fund has returned more than 86% to shareholders, supplemented by a dividend that currently yields about 2.44%, or roughly $1.92 per share annually. That dividend more than offsets COPX's net expense ratio of 0.65% — somewhat high for a passively managed ETF — and fees have not materially eroded investor returns, which total over 117% across the past five years. Institutional Buyers Are Bullish on COPX's Basket of Copper Miners Despite the recent pullback, the fund remains popular with institutional investors: 222 institutional buyers versus 75 sellers over the past 12 months, resulting in inflows of nearly $17 billion compared with just over $196 million in outflows. Much of that interest reflects the performance of COPX's roughly 47 holdings, including mega-cap miners like Southern Copper (NYSE: SCCO) and Freeport-McMoRan (NYSE: FCX), which have posted year-to-date gains near 20% and 12% and one-year gains of about 88% and 47%, respectively. Another advantage of the ETF is its geographic diversification. Nearly 32% of its holdings are based in Canada, while companies in the United States, Japan, Australia and China account for 10.6%, 9.1%, 7.8% and 7.2% of the portfolio, respectively. The recent rally in copper prices has also pushed up short interest in the fund, which stands at about 5.42% of the float, or roughly 4.5 million of the 84 million shares outstanding. Short interest is a short-term sentiment indicator; given copper's macro tailwinds, COPX may continue to perform well amid a broader commodities rally. | 
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