I just closed my entire $DFEN (+0,92%) position after a very good ride last year, switching it with the new $IVDF (+1,15%) because the VanEck ETF is currently too exposed to $PLTR (-0,58%) 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 $IVDF (+1,15%) has a very cool and balanced composition ($RKLB (+0%)
$KTOS (+2,02%)
$AVAV (+2,58%)
$LDOS (-1,24%) 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 (+2,01%) last year, then I decided to go completely on $DFEN (+0,92%) until today).
NOT FINANCIAL ADVICE!!! 👀