These are my current ETF positions

I would now like to invest a further €2,000. I have a choice:

• the iShares Global Aerospace & Defense ETF $DFND (+1,95 %)
• the VanEck Defense ETFs $DFEN (+1,59 %)
• or an increase in an existing position.
• or other ideas that would make thematic or strategic sense - please provide a brief explanation.

Alternatively: Does anyone have any other ideas on which direction it would make sense to expand - with a brief explanation?

Hi guys, I'm thinking about adding a defense etf to my portfolio - which etfs can you recommend? I've already done a bit of research and came across the $DFND (+1,95 %) what do you think of it?

I would be super happy for your help/opinion!

The geopolitical tensions between the USA and the EU and the growing discussions about an EU armyand more independence in terms of security policy make the topic of defense spending extremely exciting. I believe it is very likely that Europe will invest massively in this area over the next few years - a clear catalyst for the defense industry.

I find the S&P $SPGI (+1,38 %) Developed BMI Select Aerospace & Defense Indexwhich BlackRock $BLK launched as an ETF a year ago. Alternatives such as VanEck and HANetf also exist, although the latter Palantir
$PLTR (+3,26 %) in the portfolio - still too early for me.

Anyone looking for an opportunity to profit from Europe's rearmament and the changes within NATO should definitely keep an eye on this sector.

$DFND (+1,95 %)

Hello Community,

I am hesitating between two defense ETFs and would like to hear your opinions. Specifically, it is about the VanEck Defense ETF ($DFEN (+1,59 %)) and the iShares Global Aerospace & Defense ETF ($DFND (+1,95 %)).

My basic idea: A broadly diversified ETF such as the MSCI World is a solid core investment for me. I also like to focus on specific themes such as AI, robotics or healthcare in the long term. However, due to the current geopolitical situation, I also consider the defense and armaments industry to be a relevant area. The situation is unlikely to ease in the next few years, and companies such as Rheinmetall have ambitious growth plans (e.g. doubling sales and profits by 2027). Other companies in the sector are also in a strong position.

I would therefore like to add a suitable defense ETF to my savings plan in the long term.

Hence my questions:

• Which of the two ETFs mentioned would you choose and why?
• Does it make sense to perhaps even save in both?
• Or do you think there is another ETF that is even more interesting in this area?

I look forward to hearing your opinions and welcome any recommendations or views!