ARMH vs. SOXQ

Last updated Apr 1, 2026

Compare and contrast key facts about Arm Holdings PLC ADRhedged ETF (ARMH) and Invesco PHLX Semiconductor ETF (SOXQ).

ARMH and SOXQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ARMH is an actively managed fund by Precidian. It was launched on Mar 13, 2025. SOXQ is a passively managed fund by Invesco that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jun 11, 2021.

Performance

ARMH vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Arm Holdings PLC ADRhedged ETF (ARMH) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

ARMH vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025
ARMH Arm Holdings PLC ADRhedged ETF	39.97%	-2.01%
SOXQ Invesco PHLX Semiconductor ETF	7.17%	69.19%

Returns By Period

In the year-to-date period, ARMH achieves a 39.97% return, which is significantly higher than SOXQ's 7.17% return.

ARMH

• 1D: 9.71%
• 1M: 20.77%
• YTD: 39.97%
• 6M: 9.09%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SOXQ

• 1D: 6.19%
• 1M: -6.26%
• YTD: 7.17%
• 6M: 19.39%
• 1Y: 78.41%
• 3Y*: 33.82%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARMH vs. SOXQ - Expense Ratio Comparison

Both ARMH and SOXQ have an expense ratio of 0.19%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

ARMH

Arm Holdings PLC ADRhedged ETF

SOXQ

Invesco PHLX Semiconductor ETF

Return for Risk

ARMH vs. SOXQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SOXQ

SOXQ Risk / Return Rank: 93
SOXQ Sharpe Ratio Rank: 91
SOXQ Sortino Ratio Rank: 91
SOXQ Omega Ratio Rank: 90
SOXQ Calmar Ratio Rank: 96
SOXQ Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARMH vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Arm Holdings PLC ADRhedged ETF (ARMH) and Invesco PHLX Semiconductor ETF (SOXQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ARMH	SOXQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.97	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.80	0.58	+0.23

Correlation

The correlation between ARMH and SOXQ is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ARMH vs. SOXQ - Dividend Comparison

ARMH's dividend yield for the trailing twelve months is around 2.42%, more than SOXQ's 0.47% yield.

	TTM	2025	2024	2023	2022	2021
ARMH Arm Holdings PLC ADRhedged ETF	2.42%	2.64%	0.00%	0.00%	0.00%	0.00%
SOXQ Invesco PHLX Semiconductor ETF	0.47%	0.50%	0.68%	0.87%	1.36%	0.72%

Drawdowns

ARMH vs. SOXQ - Drawdown Comparison

The maximum ARMH drawdown since its inception was -42.04%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for ARMH and SOXQ.

Drawdown Indicators

	ARMH	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-42.04%	-46.01%	+3.97%
Max Drawdown (1Y) Largest decline over 1 year	—	-17.44%	—
Current Drawdown Current decline from peak	-13.75%	-10.36%	-3.39%
Average Drawdown Average peak-to-trough decline	-16.33%	-13.38%	-2.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.75%	—

Volatility

Volatility by Period

	ARMH	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	13.15%	—
Volatility (6M) Calculated over the trailing 6-month period	—	26.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	50.59%	40.06%	+10.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.59%	36.09%	+14.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.59%	36.09%	+14.50%