IVES vs. ARMH

Last updated Apr 1, 2026

Compare and contrast key facts about Dan IVES Wedbush AI Revolution ETF (IVES) and Arm Holdings PLC ADRhedged ETF (ARMH).

IVES and ARMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVES is a passively managed fund by Wedbush that tracks the performance of the Solactive Wedbush Artificial Intelligence Index. It was launched on Jun 4, 2025. ARMH is an actively managed fund by Precidian. It was launched on Mar 13, 2025.

Performance

IVES vs. ARMH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dan IVES Wedbush AI Revolution ETF (IVES) and Arm Holdings PLC ADRhedged ETF (ARMH). The values are adjusted to include any dividend payments, if applicable.

IVES vs. ARMH - Yearly Performance Comparison

	2026 (YTD)	2025
IVES Dan IVES Wedbush AI Revolution ETF	-10.25%	25.06%
ARMH Arm Holdings PLC ADRhedged ETF	39.97%	-14.32%

Returns By Period

In the year-to-date period, IVES achieves a -10.25% return, which is significantly lower than ARMH's 39.97% return.

IVES

• 1D: 4.61%
• 1M: -4.73%
• YTD: -10.25%
• 6M: -11.31%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ARMH

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

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

IVES vs. ARMH - Expense Ratio Comparison

IVES has a 0.75% expense ratio, which is higher than ARMH's 0.19% expense ratio.

IVES

Dan IVES Wedbush AI Revolution ETF

ARMH

Arm Holdings PLC ADRhedged ETF

Return for Risk

IVES vs. ARMH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dan IVES Wedbush AI Revolution ETF (IVES) and Arm Holdings PLC ADRhedged ETF (ARMH). 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

	IVES	ARMH	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.61	0.80	-0.20

Correlation

The correlation between IVES and ARMH is 0.55, 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

IVES vs. ARMH - Dividend Comparison

IVES's dividend yield for the trailing twelve months is around 0.46%, less than ARMH's 2.42% yield.

	TTM	2025
IVES Dan IVES Wedbush AI Revolution ETF	0.46%	0.41%
ARMH Arm Holdings PLC ADRhedged ETF	2.42%	2.64%

Drawdowns

IVES vs. ARMH - Drawdown Comparison

The maximum IVES drawdown since its inception was -22.64%, smaller than the maximum ARMH drawdown of -42.04%. Use the drawdown chart below to compare losses from any high point for IVES and ARMH.

Drawdown Indicators

	IVES	ARMH	Difference
Max Drawdown Largest peak-to-trough decline	-22.64%	-42.04%	+19.40%
Current Drawdown Current decline from peak	-19.07%	-13.75%	-5.32%
Average Drawdown Average peak-to-trough decline	-5.65%	-16.33%	+10.68%

Volatility

Volatility by Period

	IVES	ARMH	Difference
Volatility (1Y) Calculated over the trailing 1-year period	25.09%	50.59%	-25.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.09%	50.59%	-25.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.09%	50.59%	-25.50%