I just closed my entire $DFEN (+0,69%) position after a very good ride last year, switching it with the new $IVDF (+0,46%) because the VanEck ETF is currently too exposed to $PLTR (+1,3%) 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 $IVDF (+0,46%) has a very cool and balanced composition ($RKLB (+1,69%)
$KTOS (+2,4%)
$AVAV (-4,63%)
$LDOS (+0,7%) 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 (+0,61%) last year, then I decided to go completely on $DFEN (+0,69%) until today).
NOT FINANCIAL ADVICE!!! 👀