Future of Defence vs. Defence innovation

Among the ETFs on innovative defence, what are your thoughts on the composition of $IVDF (-5,89 %) vs $ASWC (-3,85 %)? The holdings of $IVDF (-5,89 %) 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 (-3,85 %). On the other hand, I appreciate that $IVDF (-5,89 %) is less exposed to cybersecurity and more to space and robotics, and has an exposure also a bit to energy and health sectors.