REX Drone ETF

DRNZ

Market cap $79M

Key Takeaways: Defense ETFs now hold $42 billion in assets with $9 billion in inflows this year amid rising geopolitical tensions. Eight out of nine new defense ETF launches since 2025 have been global or international offerings.

The defense industry is transforming into one of the most interesting areas of the market, particularly for investors seeking a stable growth alternative to higher-beta sectors like technology.

Drone-focused ETFs like JEDI gain traction as the Middle East conflict boosts demand for UAV makers, highlighting a shift in defense investing strategies.

US drone defense capabilities lag in small UAVs and USVs, prompting urgent investment as asymmetric threats escalate. Leidos and L3Harris offer diversified, lower-risk exposure, while AeroVironment leads pure-play drone names by maturity and product breadth.

Why should oil and gas companies drill? Prices have been — and still are — too low for them to bother.

Global conflict has erupted in 2026, from South America to the Middle East. With energy at the center of the picture, markets face potentially serious volatility.

The 2026 Brown Brothers Harriman (BBH) Global ETF Investor Survey revealed a constant data point — demand for ETFs remains robust on a global scale. However, the current market environment is shifting the tide, giving way to specific trends in an ETF marketplace that continues to evolve.

Drones are down – is this a good entry point?

2026 offers plenty of opportunity in tech investing once again following a breakout year for tech AI tech in 2025. Inventors want that tech upside, but this year could behoove investors to diversify outside of AI hyperscalers.

2026 could be a breakout year for drone companies, as industries across sectors move to execute on long-anticipated plans to shift toward unmanned operations in construction, logistics, agriculture, and much more.