ARMR vs SEMI - Compare ETFs side by side

At a glance

Comparing ARMR and SEMI. SEMI has the lower management fee at 0.45% a year, SEMI has the higher 1 year return at 109.3% a year, and SEMI offers the higher at 7.35%.

Lower fee

SEMI 0.45% p.a.

Higher 1 year return

SEMI 109.3% p.a.

Higher yield

SEMI 7.35%

Larger fund

SEMI $1.1bn

Side-by-side comparison

Metric	ARMR BetaShares Global Defence ETF	SEMI Global X Semiconductor ETF
Snapshot
Provider	BetaShares	Global X
Tracks index	Solactive Global Defence Index	Solactive Semiconductor 30 Index
Categories	Intl, Thematic	Intl, Thematic, Tech
Listed since	2024 (2 yrs)	2021 (5 yrs)
Fund size (AUM)	$220m	$1.1bn
Cost & income
Management fee	0.55%	0.45%
Dividend yield	2.24%	7.35%
Franking	0%	0%
Turnover	25%	15%
Tax drag	1.32%	2.71%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	-12.4% net	109.3% net
3-year return	—	60.6% net
5-year return	—	37.7% net
10-year return	—	—
Risk
Volatility (3y)	—	35.1%
Volatility (5y)	—	34.2%
Volatility (10y)	—	—
Sharpe ratio (3y)	—	1.42
Sharpe ratio (5y)	—	1.01
Sharpe ratio (10y)	—	—
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

ARMR BetaShares Global Defence ETF

Pricier than similar ETFs, which average around 0.46%.

Full ARMR analysis →

SEMI Global X Semiconductor ETF

Top-0% returns over 3 years (1st of 236 ETFs we track).
High 7.35% income yield — good for investors who want regular cash flow.

Cheaper alternatives exist: FANG.

Full SEMI analysis →

Frequently Asked Questions

What's the difference between ARMR vs SEMI?

ARMR and SEMI are 2 Australian-listed ETFs we compare side by side. SEMI carries the lower management fee (0.45%). Over 1 year, SEMI has delivered the higher total return (109.3% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - ARMR vs SEMI?

SEMI has the lower management fee at 0.45% a year, versus ARMR 0.55%.

Which has performed higher - ARMR vs SEMI?

Over the past 1 year, SEMI has delivered the higher total return at 109.3% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

SEMI pays the higher at 7.35%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

SEMI is the larger fund by assets ($1.1bn). Larger funds are typically more liquid and trade on tighter spreads.

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.