I just closed my entire $DFEN (-0,01%) position after a very good ride last year, switching it with the new $IVDF (+0,86%) because the VanEck ETF is currently too exposed to $PLTR (-2,3%) 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 $IVDF (+0,86%) has a very cool and balanced composition ($RKLB (+3,97%)
$KTOS (-0,18%)
$AVAV (-0,24%)
$LDOS (+1,54%) 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%) last year, then I decided to go completely on $DFEN (-0,01%) until today).

NOT FINANCIAL ADVICE!!! 👀