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SOXX vs. ARM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SOXX vs. ARM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Semiconductor ETF (SOXX) and Arm Holdings plc American Depositary Shares (ARM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SOXX achieves a 108.91% return, which is significantly lower than ARM's 277.41% return.


SOXX

1D
5.45%
1M
23.64%
YTD
108.91%
6M
111.42%
1Y
186.37%
3Y*
55.91%
5Y*
35.21%
10Y*
36.39%

ARM

1D
8.33%
1M
97.24%
YTD
277.41%
6M
231.71%
1Y
204.35%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SOXX vs. ARM - Yearly Performance Comparison


2026 (YTD)202520242023
SOXX
iShares Semiconductor ETF
108.91%40.74%12.92%17.75%
ARM
Arm Holdings plc American Depositary Shares
277.41%-11.39%64.16%33.95%

Correlation

The correlation between SOXX and ARM is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.62

Correlation (All Time)
Calculated using the full available price history since Sep 14, 2023

0.68

The correlation between SOXX and ARM has been stable across timeframes, ranging from 0.62 to 0.68 - a consistent structural relationship.

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Return for Risk

SOXX vs. ARM — Risk / Return Rank

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

SOXX
SOXX Risk / Return Rank: 9797
Overall Rank
SOXX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 9595
Sortino Ratio Rank
SOXX Omega Ratio Rank: 9595
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9898
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9797
Martin Ratio Rank

ARM
ARM Risk / Return Rank: 9292
Overall Rank
ARM Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
ARM Sortino Ratio Rank: 9393
Sortino Ratio Rank
ARM Omega Ratio Rank: 9191
Omega Ratio Rank
ARM Calmar Ratio Rank: 9292
Calmar Ratio Rank
ARM Martin Ratio Rank: 8888
Martin Ratio Rank
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.

SOXX vs. ARM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Semiconductor ETF (SOXX) and Arm Holdings plc American Depositary Shares (ARM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SOXXARMDifference
Sharpe ratioReturn per unit of total volatility

+2.03

Sortino ratioReturn per unit of downside risk

+1.30

Omega ratioGain probability vs. loss probability

1.68

1.44

+0.24

Calmar ratioReturn relative to maximum drawdown

11.90

4.96

+6.94

Martin ratioReturn relative to average drawdown

43.29

9.74

+33.55

SOXX vs. ARM - Sharpe Ratio Comparison

The current SOXX Sharpe Ratio is 4.99, which is higher than the ARM Sharpe Ratio of 2.97. The chart below compares the historical Sharpe Ratios of SOXX and ARM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SOXX vs. ARM - Drawdown Comparison

The maximum SOXX drawdown since its inception was -70.21%, which is greater than ARM's maximum drawdown of -53.97%. Use the drawdown chart below to compare losses from any high point for SOXX and ARM.


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Drawdown Indicators


SOXXARMDifference

Max Drawdown

Largest peak-to-trough decline

-70.21%

-53.97%

-16.24%

Max Drawdown (1Y)

Largest decline over 1 year

-15.77%

-41.47%

+25.70%

Max Drawdown (3Y)

Largest decline over 3 years

-41.36%

Max Drawdown (5Y)

Largest decline over 5 years

-45.75%

Max Drawdown (10Y)

Largest decline over 10 years

-45.75%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-19.95%

-21.30%

+1.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.32%

21.07%

-16.75%

Volatility

SOXX vs. ARM - Volatility Comparison

The current volatility for iShares Semiconductor ETF (SOXX) is 19.99%, while Arm Holdings plc American Depositary Shares (ARM) has a volatility of 37.61%. This indicates that SOXX experiences smaller price fluctuations and is considered to be less risky than ARM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SOXXARMDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.99%

37.61%

-17.62%

Volatility (6M)

Calculated over the trailing 6-month period

31.81%

58.29%

-26.48%

Volatility (1Y)

Calculated over the trailing 1-year period

37.63%

69.43%

-31.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.81%

76.67%

-39.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.82%

76.67%

-42.85%

Dividends

SOXX vs. ARM - Dividend Comparison

SOXX's dividend yield for the trailing twelve months is around 0.31%, while ARM has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ARM
Arm Holdings plc American Depositary Shares
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SOXX
iShares Semiconductor ETF
0.31%0.57%0.67%0.78%1.26%0.64%0.81%1.23%1.37%0.90%1.08%1.29%

Frequently Asked Questions


SOXX and ARM have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ARM has higher volatility (37.61%) compared to SOXX (19.99%). In terms of maximum drawdown, SOXX dropped -70.21% vs ARM's -53.97%.

SOXX currently has the higher Sharpe Ratio (4.99 vs 2.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SOXX and ARM

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