Invesco Aerospace & Defense ETF

PPA

시가총액 US$76.1억

Invesco Aerospace & Defense ETF has a much larger assets under management (AUM) and a slightly lower expense ratio than First Trust Indxx Aerospace & Defense ETF. First Trust Indxx Aerospace & Defense ETF offers a more concentrated portfolio with 39 holdings, while Invesco Aerospace & Defense ETF provides broader exposure with 68 holdings.

Proposed changes to Norway's sovereign wealth fund ethics rules could open the door to investments in more Western defense companies. The fund is currently barred from investing in companies including Lockheed Martin and Boeing because of their involvement in nuclear weapons production.

Each quarter, SPADE Indexes releases The SPADE Investor, covering trends, statistics, and analysis across the defense, aerospace, national security, and government sectors. The newest edition for 4Q26 was released in October.

Broadly speaking, when advisors and investors consider adding focused industry exposure to a portfolio, there needs to be a strong justification for doing so. Take the AI industry, for example, where sustained buildout has driven many to target key tech players for exposure.

Defense contractors such as Lockheed Martin (LMT) and RTX Corporation (RTX), among many more, are at the epicenter of a massive replenishment cycle ushered in by the war in Iran lasting far longer than anticipated. U.S. rearmament is a valid reason to consider aerospace and defense ETFs such as the Invesco Aerospace & Defense ETF (PPA).

VettaFi has experienced strong growth as a differentiated index provider in 2026. This momentum continues with today's acquisition of The SPADE® Defense Index.

Boeing's $20B Navy win adds to a string of defense and commercial orders. Here are the ETFs offering exposure to the aerospace giant.

Defense contractors such as Lockheed Martin (LMT) and RTX Corporation (RTX), among many more, are at the epicenter of a massive replenishment cycle ushered in by the war in Iran lasting far longer than anticipated. U.S. rearmament is a valid reason to consider aerospace and defense ETFs such as the Invesco Aerospace & Defense ETF (PPA).

Subscribers to The Contrarian Edge  received this commentary on Saturday, September 26.

Defense budgets are soaring on both sides of the Atlantic, and one ETF promises to capture the entire boom in a single trade.