I just closed my entire $DFEN (+1,56%) position after a very good ride last year, switching it with the new $IVDF (+2,02%) because the VanEck ETF is currently too exposed to $PLTR (+6,4%) 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 $IVDF (+2,02%) has a very cool and balanced composition ($RKLB (+4,9%)
$KTOS (-0,24%)
$AVAV (+1,2%)
$LDOS (-0,64%) 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%) last year, then I decided to go completely on $DFEN (+1,56%) until today).
NOT FINANCIAL ADVICE!!! 👀