I just closed my entire $DFEN (-0,02%) position after a very good ride last year, switching it with the new $IVDF (+0,12%) because the VanEck ETF is currently too exposed to $PLTR (-2,66%) 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 $IVDF (+0,12%) has a very cool and balanced composition ($RKLB (+5,42%)
$KTOS (+0,88%)
$AVAV (-0,97%)
$LDOS (-0,34%) 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 (+0,03%) last year, then I decided to go completely on $DFEN (-0,02%) until today).
NOT FINANCIAL ADVICE!!! 👀