SEMI vs ARMR - Compare ETFs side by side

At a glance

Comparing SEMI and ARMR. 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	SEMI Global X Semiconductor ETF	ARMR BetaShares Global Defence ETF
Snapshot
Provider	Global X	BetaShares
Tracks index	Solactive Semiconductor 30 Index	Solactive Global Defence Index
Categories	Intl, Thematic, Tech	Intl, Thematic
Listed since	2021 (5 yrs)	2024 (2 yrs)
Fund size (AUM)	$1.1bn	$220m
Cost & income
Management fee	0.45%	0.55%
Dividend yield	7.35%	2.24%
Franking	0%	0%
Turnover	15%	25%
Tax drag	2.71%	1.32%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	109.3% net	-12.4% 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

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 →

ARMR BetaShares Global Defence ETF

Pricier than similar ETFs, which average around 0.46%.

Full ARMR analysis →

Frequently Asked Questions

What's the difference between SEMI vs ARMR?

SEMI and ARMR 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 - SEMI vs ARMR?

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

Which has performed higher - SEMI vs ARMR?

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.