Future of Defence vs. Defence innovation

Among the ETFs on innovative defence, what are your thoughts on the composition of $IVDF (-6,37 %) vs $ASWC (-3,48 %)? The holdings of $IVDF (-6,37 %) seem to me more volatile, and to have had a sudden surge in the last months, rather than a steadier increase as those of $ASWC (-3,48 %). On the other hand, I appreciate that $IVDF (-6,37 %) is less exposed to cybersecurity and more to space and robotics, and has an exposure also a bit to energy and health sectors.