Arm Holdings plc vs iShares Core MSCI Emerging Markets ETF — how do they compare? Arm Holdings plc trades at $274.09 (market cap $287.22B), while iShares Core MSCI Emerging Markets ETF trades at $81.04. The key difference: iShares Core MSCI Emerging Markets ETF is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.
| ARM | IEMG | |
|---|---|---|
Market Cap | $287.22B | — |
Sector | Technology | Broad Market / Factor |
52-Week High | $439.46 | $86.00 |
52-Week Low | $104.55 | $61.76 |
Enterprise Value | $283.79B | — |
Signals from Pluang's Aura AI — not financial advice
ARM trades at $273.29, up 2.03% with a bullish technical trend and strong support at $265. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $0.45 exceeding the $0.40 estimate. Revenue grew to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 274.42 remain elevated. Analyst sentiment is positive, with 70% buy ratings.
Outlook is supported by AI-driven demand and a $25B revenue target by FY31, but high valuation and smartphone market headwinds pose risks. The consensus price target is $329.80, implying potential upside, yet volatility from recent sell-offs requires caution for investors seeking growth amid premium multiples.
IEMG trades at $80.97, up 1.77% with a bullish technical signal from moving averages. The ETF offers emerging markets exposure with a 0.09% expense ratio and significant technology weighting. Recent performance shows strong returns but elevated volatility compared to developed market alternatives.
The outlook remains positive given attractive valuations and growth potential in emerging markets, though concentration in tech/AI stocks and geopolitical risks warrant monitoring. Current technical indicators show potential resistance near $81 with support at $79-80 levels.
Trailing returns across standard periods
Latest headlines on both assets
Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →IEMG tracks the MSCI Emerging Markets Investable Market Index, providing broad exposure to large, mid, and small-cap stocks across over 20 emerging market countries. It is designed as a low-cost core holding for investors seeking diversified growth from economies outside of developed markets.
Read more on IEMG →