I just closed my entire $DFEN (-0.13%) position after a very good ride last year, switching it with the new $IVDF (+0.7%) because the VanEck ETF is currently too exposed to $PLTR (+1.35%) and with this structure it does not help me in my portfolio diversification (that is mainly tech, but I also believe that Palantir may not offer good earnings in 2025), while the new Invesco $IVDF (+0.7%) has a very cool and balanced composition ($RKLB (+1.59%)
$KTOS (+2.01%)
$AVAV (+1.13%)
$LDOS (+0.48%) to name few) and also a much lower TER.
From my point of view this is the best ETF for anyone looking to invest in the Defence sector at the moment (and I also had been invested on $ASWC (-0.3%) last year, then I decided to go completely on $DFEN (-0.13%) until today).
NOT FINANCIAL ADVICE!!! 👀