SOXY vs. ARMW

Last updated Aug 4, 2026

SOXY (YieldMax Target 12™ Semiconductor Option Income ETF) and ARMW (Roundhill ARM WeeklyPay ETF) are both Derivative Income funds. Both are actively managed. Their 0.70 correlation means they have sometimes moved together and sometimes differently. SOXY charges 1.06%/yr vs 0.99%/yr for ARMW.

Performance

SOXY vs. ARMW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Target 12™ Semiconductor Option Income ETF (SOXY) and Roundhill ARM WeeklyPay ETF (ARMW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SOXY achieves a 59.66% return, which is significantly lower than ARMW's 133.71% return.

SOXY

• 1D: 0.84%
• 1M: -11.28%
• 6M: 41.13%
• YTD: 59.66%
• 1Y: 95.22%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 59.08%

ARMW

• 1D: -0.53%
• 1M: -28.93%
• 6M: 143.26%
• YTD: 133.71%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ARMW Roundhill ARM WeeklyPay ETF	$3.40M	$4.54M	$4.17M
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	$2.13M	$2.40M	$2.09M

SOXY vs. ARMW - Yearly Performance Comparison

	2026 (YTD)	2025
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	59.66%	5.59%
ARMW Roundhill ARM WeeklyPay ETF	133.71%	-41.28%

Correlation

The correlation between SOXY and ARMW is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 23, 2025	0.70

SOXY vs. ARMW - Sectors Allocation Comparison

Sectors	SOXY	ARMW
Technology	100.0%	18.0%
Financial Services	0.1%	-
Consumer Defensive	0.0%	-
Healthcare	0.0%	-
Industrials	0.0%	-
Basic Materials	0.0%	-
Energy	0.0%	-
Communication Services	0.0%	-
Consumer Cyclical	0.0%	-
Utilities	0.0%	-
Real Estate	-	-

Return for Risk

SOXY vs. ARMW — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SOXY

SOXY Risk / Return Rank: 87
SOXY Sharpe Ratio Rank: 92
SOXY Sortino Ratio Rank: 84
SOXY Omega Ratio Rank: 85
SOXY Calmar Ratio Rank: 85
SOXY Martin Ratio Rank: 90

ARMW

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SOXY vs. ARMW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Target 12™ Semiconductor Option Income ETF (SOXY) and Roundhill ARM WeeklyPay ETF (ARMW). 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.

	SOXY	ARMW	Difference
Sharpe ratio: Return per unit of total volatility	2.41	—	—
Sortino ratio: Return per unit of downside risk	2.81	—	—
Omega ratio: Gain probability vs. loss probability	1.38	—	—
Calmar ratio: Return relative to maximum drawdown	3.35	—	—
Martin ratio: Return relative to average drawdown	14.82	—	—

Drawdowns

SOXY vs. ARMW - Drawdown Comparison

The maximum SOXY drawdown since its inception was -30.22%, smaller than the maximum ARMW drawdown of -56.50%. Use the drawdown chart below to compare losses from any high point for SOXY and ARMW.

Drawdown Indicators

	SOXY	ARMW	Difference
Max Drawdown Largest peak-to-trough decline	-30.22%	-56.50%	+26.28%
Max Drawdown (1Y) Largest decline over 1 year	-28.56%	—	—
Current Drawdown Current decline from peak	-21.05%	-52.96%	+31.91%
Average Drawdown Average peak-to-trough decline	-5.53%	-27.31%	+21.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.45%	—	—

Volatility

Volatility by Period

	SOXY	ARMW	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.94%	—	—
Volatility (6M) Calculated over the trailing 6-month period	35.55%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	39.88%	95.78%	-55.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	39.26%	95.78%	-56.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.26%	95.78%	-56.52%

SOXY vs. ARMW - Expense Ratio Comparison

SOXY has a 1.06% expense ratio, which is higher than ARMW's 0.99% expense ratio.

Dividends

SOXY vs. ARMW - Dividend Comparison

SOXY's dividend yield for the trailing twelve months is around 9.34%, less than ARMW's 66.19% yield.

Position	TTM	2025
ARMW Roundhill ARM WeeklyPay ETF	66.19%	16.38%
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	9.34%	11.47%

Frequently Asked Questions

Can I hold both SOXY and ARMW in my portfolio?

SOXY and ARMW have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SOXY or ARMW?

On fees, ARMW is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SOXY or ARMW?

ARMW is cheaper with a 0.99% expense ratio, compared with 1.06% for SOXY.

Which ETF pays a higher dividend yield, SOXY or ARMW?

ARMW has the higher dividend yield at 66.19%, compared with 9.34% for SOXY.

What is the main difference between SOXY and ARMW?

They also come from different issuers: YieldMax and Roundhill. Their fees differ too: 1.06% for SOXY and 0.99% for ARMW.