5Mon·

Defence ETF 2025 switch

I just closed my entire $DFEN (-1.64%) position after a very good ride last year, switching it with the new $IVDF (+0.52%) because the VanEck ETF is currently too exposed to $PLTR (-7.2%) 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 $IVDF (+0.52%) has a very cool and balanced composition ($RKLB (-2.04%)
$KTOS (+7.12%)
$AVAV (+0.32%)
$LDOS (-0.11%) 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 (-0.89%) last year, then I decided to go completely on $DFEN (-1.64%) until today).


NOT FINANCIAL ADVICE!!! 👀

07.01
8
10 Comments

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Good Point! I am considering $IVDF
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@waldbrandgefahr I am mainly bullish on $KTOS and $RKLB but I prefer to have exposition through this ETF to get more diversification. Today $DFEN is gaining because of $LDO but I think those US stocks will overperform the $DFEN ones
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Interesting and good companies. Got it on my watchlist, but I'm not sure. Seems like too much of a mixed bag, on the other hand reduces single stock risk.
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@But_the_Stock_Picked_Me ETFs are the best choice for long term investing
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Interesting just worried a bit since fund is only 6m and it's still a very new ETF
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@investingbeginner certainly the size of the fund is small, but it is just over 2 months old and the issuer is Invesco, the fourth largest ETF provider in the world, so I wouldn't worry about that
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@doks just checked it in Trade republic, for some reason the holding companies are different. They have "Red Cat" , "Boeing" and other companies as holdings, even double checked the ticket $IVDF and WKN: A40J95
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I agree $IVDF is better than $DFEN 's excessive exposition to $PLTR. But among the ETFs on innovative defence, why did you prefer $IVDF over $ASWC? Any thoughts about their compositions? The holdings of $IVDF seems to me more volatile, and to have had a sudden surge in the last months, rather than a steadier increase as those of $ASWC.
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@Naidala also $ASWC has a nice $PLTR exposition and I wanted to avoid it to not overlap my main US tech portfolio
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