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 106.2% a year, and SEMI offers the higher at 8.32%.

Lower fee

SEMI 0.45% p.a.

Higher 1 year return

SEMI 106.2% p.a.

Higher yield

SEMI 8.32%

Larger fund

SEMI $935m

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)	$225m	$935m
Cost & income
Management fee	0.55%	0.45%
Dividend yield	2.15%	8.32%
Franking	0%	0%
Turnover	25%	15%
Tax drag	1.29%	3.02%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	-1.4% net	106.2% net
3-year return	—	50.5% net
5-year return	—	—
10-year return	—	—
Risk
Volatility (3y)	—	35.4%
Volatility (5y)	—	—
Volatility (10y)	—	—
Sharpe ratio (3y)	—	1.22
Sharpe ratio (5y)	—	—
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 226 ETFs we track).
High 8.32% 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 (106.2% 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 106.2% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

SEMI pays the higher at 8.32%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

SEMI is the larger fund by assets ($935m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

ARMR vs HACK ARMR vs ROBO ARMR vs BNKS ARMR vs DFND ARMR vs DTEC SEMI vs ROBO SEMI vs RBTZ SEMI vs TECH

← Back to all ETFs

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.