Quick Read – PPA outpaces SHLD with a 29% one-year return versus 12%, backed by a decade-long track record showing 405% cumulative gains. – The FY2027 Department of War budget request of $1,450 billion, up $441 billion from FY2026, directly aligns with PPA’s US prime and…
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Defense ETFs have multiplied as the global rearmament cycle has matured, and two of the most-followed products take very different routes to the same theme. The Global X Defense Tech ETF (NASDAQ:SHLD) and the Invesco Aerospace & Defense ETF (NYSEARCA:PPA) both promise exposure to rising military budgets, but they define the trade in incompatible ways. One is built around international defense champions and emerging defense tech.
The other leans on US primes and commercial aerospace. The gap between the two has been material. What Each Fund Is Actually Betting On SHLD’s portfolio remains the more unconventional of the pair.