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Featured Story from MarketBeat.com Copper Cools After Record January—But This ETF Is a Buy-the-Dip OpportunityBy Jessica Mitacek. Publication Date: 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.
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When all is said and done, 2026 may go down in market history as the year of commodities. Broadly, commodity prices have outperformed the S&P 500 and continued to dominate the news cycle amid a market rotation that has seen the benchmark index lose more than 2% this year. In March 1968, central banks ran out of gold and London markets shut down - miners surged 2,329%. In 1980, a COMEX delivery wall sent silver miners like Silverado up 3,989%. Today, registered gold inventory is down 25% while prices sit at record highs. Dylan Jovine of Behind the Markets says May 29, 2026 is the next inflection point - and he has identified one stock sitting on more gold than France and Italy combined. See the historical pattern and Jovine's top pick before May 29th Most recently, oil and gas prices have taken center stage following escalating hostilities in the Middle East. But metals—and precious metals in particular—are also 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 after a mass exodus from AI- and software-leveraged tech stocks. But precious metals aren't the only metals hitting record highs. This year, one major and often overlooked industrial metal also reached an all-time high: copper. Since reaching its record high in January, copper prices have corrected, but with signs it has likely bottomed, investors looking to position for the next leg up can consider an exchange-traded fund (ETF) that offers exposure through a basket of materials stocks: the Global X Copper Miners ETF (NYSEARCA: COPX). Global Supply Squeeze Reinforces Copper's Price Narrative Supply disruptions at major mines around the globe have tightened the copper market, creating shortages. But demand for the metal remains strong. Copper's properties make it a critical electrical conductor and the most commonly used metal for wiring and electronics. With the highest electrical conductivity among industrial metals (second only to silver overall), copper is essential to electrification, renewable energy, AI and data-center expansion, and industrial growth (for example, construction, consumer electronics, and machinery). Beyond its conductivity, copper is cost-effective and valued for its pliability, durability, and corrosion resistance. Those qualities support a global market that was valued at nearly $242 billion in 2024 and is projected to grow at a compound annual rate of 6.5% through 2030, when it reaches nearly $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 warrants consideration. Here is an ETF that can add copper exposure to your portfolio. After a Sharp Pullback, COPX Is a Buy-the-Dip Opportunity Since hitting its all-time high on Feb. 27—roughly one month after copper reached its peak—COPX has corrected by about 20%. But 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 regained roughly 3% since March 13. COPX seeks to provide investment results that track the price and yield performance of the Solactive Global Copper Miners Index, which in turn reflects the performance of the copper-mining industry as a whole. Over the past year, that exposure has rewarded shareholders with a gain of more than 86%, which has been supplemented by a dividend currently yielding 2.44%, or about $1.92 per share annually. That yield more than offsets COPX's net expense ratio of 0.65%—a bit high for a passively managed ETF—but those fees have not materially eroded investors' returns, which have exceeded 117% cumulatively over the past five years. Institutional Buyers Are Bullish on COPX's Basket of Copper Miners Despite the recent correction, the fund remains favored among institutional owners. Over the past 12 months, 222 institutional buyers outnumbered 75 sellers, resulting in inflows of nearly $17 billion versus just over $196 million in outflows. Much of that interest reflects the performance of COPX's roughly 47 individual holdings, which include mega-cap miners like Southern Copper (NYSE: SCCO) and Freeport-McMoRan (NYSE: FCX), which have seen nearly 20% and 12% year-to-date gains and roughly 88% and 47% one-year gains, respectively. The ETF also offers geographic diversification: nearly 32% of its holdings are based in Canada, while companies operating in the United States, Japan, Australia, and China make up 10.6%, 9.1%, 7.8%, and 7.2% of the portfolio, respectively. The recent copper rally has coincided with increased short interest in the fund, which currently stands at about 5.42% of the float—roughly 4.5 million shares of the approximately 84 million shares outstanding. Short interest is primarily a short-term sentiment indicator; given copper's broader macro tailwinds, the fund could continue to outperform this year amid a rally in commodities. | 
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