ARMH vs SPY
Arm Holdings PLC ADRhedged vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. ARMH delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ARMH | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.09% | |
| AUM | $6M | $789.1B | |
| Dividend Yield | 1.07% | 1.01% | |
| Holdings | 2 | 505 | |
| YTD Return | +141.08% | +14.47% | |
| 1Y Return | +99.45% | +21.96% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +13.30% | |
| Volatility (annualized) | 84.2% | 15.3% | |
| Max Drawdown | -48.8% | -56.5% | |
| Fund Family | ADRH | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Mar 13, 2025 | Jan 22, 1993 |
ARMH vs SPY Performance
Arm Holdings PLC ADRhedged (ARMH) is a ETF from ADRH and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year ARMH returned +99.45% while SPY returned +21.96%. Year to date, ARMH is up 141.08% versus a gain of 14.47% for SPY.
Risk: Volatility and Drawdowns
ARMH has been the more volatile fund, with annualized monthly volatility of 84.2% compared with 15.3% 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 -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.07% against 1.01% for SPY.
Holdings Overlap
ARMH and SPY share 0 holdings out of 504 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $10 per year of difference.
Which performed better, ARMH or SPY?
Over the past year ARMH returned +99.45% vs +21.96% for SPY, so ARMH leads on 1-year performance. Over the longest common window we track (1 years), ARMH annualized +79.69% vs +8.87% for SPY. Past performance does not guarantee future results.
Which is riskier, ARMH or SPY?
ARMH has been the more volatile fund at 84.2% annualized versus 15.3% for SPY. Worst drawdown: ARMH -48.8% vs SPY -56.5%.
Should I hold both ARMH and SPY?
ARMH and SPY have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARMH and SPY?
ARMH and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.
Which pays a higher dividend, ARMH or SPY?
ARMH yields 1.07% while SPY yields 1.01%, so ARMH currently pays the higher dividend yield.
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