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ICOP vs SETM

Shared holdings
20
ICOP covered by SETM
23.14%
SETM covered by ICOP
23.14%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ICOP (March 31, 2026)

SecurityWeight
BHP GROUP LTD8.16%
ANGLO AMER PLC8.13%
FREEPORT MCMORAN INC7.97%
GRUPO MEXICO-B7.85%
NEWMONT CORP5.52%
TECK RESOURCES-B5.47%
FIRST QUANTUM4.58%
LUNDIN MINING CORP4.35%
Southern Copper Corporation COM USD0.014.23%
EVOLUTION MINING LTD4.20%
ANTOFAGASTA PLC4.11%
GLENCORE PLC3.88%
RIO TINTO PLC SPON ADR3.64%
BARRICK MINING CORP3.24%
Vale S.A. SPONS ADS REPR 1 COM NPV3.08%
KGHM2.96%
HUDBAY MINERALS2.41%
IVANHOE MINES LTD1.77%
Sandfire Resources Ltd1.54%
CAPSTONE COPPER1.50%
BlackRock Cash Funds: Institutional, SL Agency Shares1.24%
AMMAN MINERAL INTERNASIONAL PT1.21%
MMG1.17%
ERO COPPER CORP0.80%
NGEX MINERALS LT0.74%
SOUTH32 LTD-DI0.72%
TASEKO MINES0.68%
China Nonferrous Mining Corp Ltd NPV0.59%
FORAN MINING CRP0.39%
ATALAYA MINING COPPER SA COMMON STOCK0.36%
ZIJIN MINING GRP. CO LTD0.32%
NITTETSU MINING0.32%
AVINO SILVER GOLD MINES LTD0.31%
AL MASANE AL KOBRA MINING CO0.30%
FIREFLY METALS LTD0.28%
SOLARIS RESOURCES INC0.25%
DEVELOP GLOBAL LTD0.24%
Jiangxi Copper Co Ltd (Class A)0.23%
NORTHERN DYNASTY MINERALS LTD0.23%
BAIYIN NONFERROUS GROUP CO LTD0.15%
WESTERN MINING CO LTD0.15%
CMOC GROUP LTD0.15%
CENTRAL ASIA METALS PLC COMMON STOCK0.11%
YUNNAN COPPER-A0.11%
BlackRock Cash Funds: Treasury, SL Agency Shares0.08%
NORTH COPPER CO LTD0.07%
PENGXIN INTERNATIONAL MINING CO LTD0.04%
FX Forward Contract: CAD/USD SETTLE 2026-03-180.04%
FX Forward Contract: AUD/USD SETTLE 2026-03-180.03%
MEXICAN NUEVO PESO0.03%

SETM (March 31, 2026)

SecurityWeight
NAC KAZATOMPROM JSC GDR RGS5.55%
ALBEMARLE CORP5.44%
LYNAS RARE EARTH5.43%
FREEPORT MCMORAN INC5.38%
PLS GROUP LTD5.24%
CAMECO CORP4.83%
FIRST MAJESTIC S4.12%
URANIUM ENERGY CORP3.55%
MP MATERIALS CORP3.07%
TECK RESOURCES-B2.73%
PALADIN ENERGY L2.66%
LUNDIN MINING CORP2.61%
NEXGEN ENERGY LT2.47%
ANTOFAGASTA PLC2.45%
DENISON MINES CO2.31%
IGO LTD2.28%
FIRST QUANTUM2.14%
Southern Copper Corporation COM USD0.012.07%
LIONTOWN RESOURC1.91%
GANFENG LITHIU-H1.67%
ENERGY FUELS INC1.60%
ILUKA RESOURCES1.56%
AYA GOLD & SILVE1.42%
CGN MINING1.25%
KGHM1.24%
SILVERCORP METAL1.05%
ENDEAVOUR SILVER1.04%
Compania de Minas Buenaventura S.A.A. SPONSORED ADR0.95%
CAPSTONE COPPER0.87%
HUDBAY MINERALS0.85%
Lindian Resources, Ltd.0.74%
ELEVRA LITHIUM L0.72%
SIGMA LITHIUM CORP COMMON STOCK0.63%
ANEKA TAMBANG TB0.60%
Merdeka Battery Materials Tbk. PT0.59%
ARAFURA RARE EAR0.58%
AVINO SILVER GOLD MINES LTD0.54%
NICKEL INDUSTRIE0.53%
AMERICAS GOLD AN0.52%
MMG0.52%
NIOCORP DEVELOPM0.51%
IVANHOE MINES LTD0.50%
VALE INDONESIA T0.48%
TIANQI LITHIUM C0.48%
AbraSilver Resource Corp.0.47%
SUNRISE ENERGY METALS LTD0.44%
LITHIUM AMERICAS0.42%
VIZSLA SILVER CO0.40%
UR-ENERGY INC0.39%
LITHIUM ARGENTINA AG0.35%

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