I just closed my entire $DFEN (-0,11 %) position after a very good ride last year, switching it with the new $IVDF (+0,74 %) because the VanEck ETF is currently too exposed to $PLTR (+1,32 %) 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 $IVDF (+0,74 %) has a very cool and balanced composition ($RKLB (+1,59 %)
$KTOS (+1,99 %)
$AVAV (+1,17 %)
$LDOS (+0,52 %) 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 (-0,28 %) last year, then I decided to go completely on $DFEN (-0,11 %) until today).
NOT FINANCIAL ADVICE!!! 👀