US Global Jets ETF

JETS

Market cap $865M

The State Street SPDR S&P Aerospace & Defense ETF offers a lower expense ratio and focuses on manufacturers rather than airline operators. The U.S. Global Jets ETF has higher volatility as indicated by its beta and five-year maximum drawdown.

Invesco Aerospace & Defense ETF offers a slightly lower expense ratio and holds significantly larger assets under management (AUM) than U.S. Global Jets ETF U.S. Global Jets ETF provides a higher trailing-12-month dividend yield but has experienced much deeper drawdowns over the last five years The two funds offer distinct industrial focuses, with Invesco Aerospace & Defense ETF targeting defense and space while U.S. Global Jets ETF tracks commercial airline operators

The U.S. Global Jets ETF is down 4% Wednesday, extending a two-day decline after challenging all-time highs last week.

The latest government data reveals that U.S. airlines spent $6.66 billion on jet fuel in May 2026.

Fuel costs for U.S. ​airlines jumped 85% in ‌May to nearly $6.7 billion as the ​Middle East conflict ​drove up prices, the ⁠U.S. Transportation Department ​said Monday.

First Trust Indxx Aerospace & Defense ETF provides broader exposure to defense and tech while U.S. Global Jets ETF focuses purely on commercial airline operators and manufacturers. U.S. Global Jets ETF has demonstrated higher volatility with a beta of 1.17 compared to the 0.67 beta of the First Trust fund.

July 4 travel is set to stay strong despite inflation and high gas prices. These ETFs could benefit from holiday spending trends.

Federal aviation regulators are preparing to mandate the use of technology that would help pilots see nearby aircraft.

U.S. stocks splintered Tuesday as a violent global sell-off in semiconductor shares hammered the Nasdaq, even as a rotation into defensive sectors and small caps kept the Dow Jones in positive territory through midday trading.

US Global Jets ETF is rated Hold, with shares at key resistance after a 28% rally driven by falling oil prices. JETS offers solid valuation at 14.7x P/E and a sub-1x PEG, but remains highly cyclical and concentrated in Industrials. Portfolio is diversified by size, style, and geography, with Delta as the largest holding and significant SMID-cap and non-US exposure.