Future of Defence vs. Defence innovation

Among the ETFs on innovative defence, what are your thoughts on the composition of $IVDF (-5,57 %) vs $ASWC (-2,18 %)? The holdings of $IVDF (-5,57 %) 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 (-2,18 %). On the other hand, I appreciate that $IVDF (-5,57 %) is less exposed to cybersecurity and more to space and robotics, and has an exposure also a bit to energy and health sectors.