ARMRvsHACK
National security from different angles: missiles vs firewalls.
BetaShares Global Defence ETF · BetaShares Global Cybersecurity ETF
ARMR focuses on traditional defence contractors (aerospace, missiles, military hardware); HACK targets cybersecurity companies globally. Both are national security themes but behave very differently - HACK correlates with tech; ARMR benefits from government defence budget cycles.
Score Breakdown
Fund Profiles
Launched in 2023 amid surging global defence budgets, ARMR is a BetaShares ETF tracking the Solactive Global Defence Industry Index. The fund provides exposure to companies involved in military hardware, aerospace systems, and defence technology across major developed markets. It appeals to investors looking for a thematic satellite holding that may benefit from sustained increases in government defence spending, particularly relevant as Australia pursues its own significant military modernisation under the AUKUS framework.
BetaShares Global Cybersecurity ETF tracks the Nasdaq CTA Global Cybersecurity Index, offering pure-play exposure to companies specialising in cybersecurity software and services worldwide. The fund is heavily weighted toward software firms, meaning its performance tends to correlate closely with the broader global technology sector and growth-style equities. It suits investors seeking a thematic satellite allocation to a structural growth trend driven by escalating cyber threats, increasing regulation, and rising corporate security spending globally.