I just closed my entire $DFEN (-1,8 %) position after a very good ride last year, switching it with the new $IVDF (-5,56 %) because the VanEck ETF is currently too exposed to $PLTR (-0,92 %) 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 $IVDF (-5,56 %) has a very cool and balanced composition ($RKLB (-4,41 %)
$KTOS (+1,25 %)
$AVAV (-8,62 %)
$LDOS (-3,82 %) 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 (-2,65 %) last year, then I decided to go completely on $DFEN (-1,8 %) until today).
NOT FINANCIAL ADVICE!!! 👀