ARMH vs SPY
Arm Holdings PLC ADRhedged vs State Street SPDR S&P 500 ETF Trust
Which is better, ARMH or SPY?
Large Cap Growth against Large Cap Blend.
SPY has a lower expense ratio. ARMH led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ARMH | SPY |
|---|---|---|
| Expense Ratio | 0.19% | 0.09%Best |
| AUM | $4M | $814.4B |
| Dividend Yield | 15.28% | 1.01% |
| Holdings | 2 | 505 |
| YTD Return | +109.78%Best | +13.78% |
| 1Y Return | +84.42%Best | +21.44% |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 81.8% | 11.9%Best |
| Max Drawdown | -48.8% | -13.7%Best |
| $10,000 over 1.5 years | $20,201Best | $14,059 |
| Fund Family | ADRH | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Mar 13, 2025 | Jan 22, 1993 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 14, 2025 to Sep 3, 2026 (1.5 years).
ARMH vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
ARMH vs SPY Performance
Arm Holdings PLC ADRhedged (ARMH) is an ETF from ADRH and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ARMH returned +84.42% while SPY returned +21.44%. Year to date, ARMH is up 109.78% versus a gain of 13.78% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARMH has been the more volatile fund, with annualized monthly volatility of 81.8% compared with 11.9% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -48.8% for ARMH and -13.7% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.42. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ARMH charges 0.19% per year while SPY charges 0.09%. On a $10,000 position that is $19 vs $9 annually, a gap of $10 per year that compounds over a long holding period. On income, ARMH currently yields 15.28% against 1.01% for SPY.
Holdings Overlap
We hold position weights for 1 holding in ARMH and 504 in SPY, totalling 99.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in ARMH and 504 in SPY, against full books of 2 and 505.
You are not choosing between two funds in isolation.
Whichever of ARMH and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ARMH or SPY?
ARMH has an expense ratio of 0.19% while SPY charges 0.09%. SPY is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, ARMH or SPY?
Over the past year ARMH returned +84.42% vs +21.44% for SPY, so ARMH leads on 1-year performance. Over the longest common window we track (2 years), ARMH annualized +59.80% vs +25.50% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARMH or SPY?
ARMH has been the more volatile fund at 81.8% annualized versus 11.9% for SPY. Worst drawdown: ARMH -48.8% vs SPY -13.7%.
Should I hold both ARMH and SPY?
ARMH and SPY have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ARMH or SPY?
ARMH yields 15.28% while SPY yields 1.01%, so ARMH currently pays the higher dividend yield.
Is SPY better than ARMH?
SPY has a lower expense ratio. ARMH led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.