Hello Community,
I am hesitating between two defense ETFs and would like to hear your opinions. Specifically, it is about the VanEck Defense ETF ($DFEN (-0,4%)) and the iShares Global Aerospace & Defense ETF ($DFND (+0,39%)).
My basic idea: A broadly diversified ETF such as the MSCI World is a solid core investment for me. I also like to focus on specific themes such as AI, robotics or healthcare in the long term. However, due to the current geopolitical situation, I also consider the defense and armaments industry to be a relevant area. The situation is unlikely to ease in the next few years, and companies such as Rheinmetall have ambitious growth plans (e.g. doubling sales and profits by 2027). Other companies in the sector are also in a strong position.
I would therefore like to add a suitable defense ETF to my savings plan in the long term.
Hence my questions:
- Which of the two ETFs mentioned would you choose and why?
- Does it make sense to perhaps even save in both?
- Or do you think there is another ETF that is even more interesting in this area?
I look forward to hearing your opinions and welcome any recommendations or views!
