REX Drone ETF

DRNZ

Market cap $53.1M

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.

It certainly seems like market momentum in the drone sector won't stop soaring any time soon. And crucially, this momentum is occurring in both the drone and counter-drone spaces.

Moving into February, advisors and investors can better understand which portfolio strategies and thematic exposures might be well-positioned this year.  One investment theme that enjoyed a particularly prosperous January was the drone and unmanned aerial vehicle (UAV) industry.

January brought an action-packed start to the year. It's been cold, snowy, and markets have already faced a few big things from macro perspective and in the ETF space.

About a month into the new year, exchange-traded funds (ETFs) are beginning to build up enough of a performance record for 2026 to potentially differentiate themselves from the broader market. The funds with the best track record in 2026 may surprise some investors.

After a record $1.5 trillion year for the ETF industry in 2025, demand has not slowed down in January. Indeed, as of January 21, ETFs had already gathered $103 billion of new money.

As seen in a How to Find Pure Play Approaches to Drone Technology webinar, a lot goes on behind the scenes when building an exchange-traded fund (ETF) — in this case, the REX Drone ETF (DRNZ).

Thematic exchange-traded funds (ETFs) saw a resurgence in 2025, bringing growth opportunities in niche subsectors back into the spotlight. That said, some investment trends can be short-lived.

WGMI, DRNZ and MEME are among the top ETF winners of 2026 so far as defense stocks surge, crypto rebounds, and global political shifts lift markets.

REX Drone ETF (DRNZ) offers exposure to the rapidly growing global drone and unmanned systems market, with significant upside potential. I expect the drone sector to double by 2028, driven by military and commercial demand for advanced UAVs, counter-drones, and autonomous systems. DRNZ's portfolio blends smaller, drone-focused firms with major defense players, balancing growth potential and diversification.