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Equal-weighted defense ETF that holds smaller specialized companies alongside large caps, positioned to capture counter-drone upside better than market-cap-weighted alternatives. Currently flat for the year with a developing heartbeat pattern on the chart.
Identified as a standout space/satellite ETF in terms of fees and quality, up 50% year-on-year. Felix uses it as a starting point to discover individual stock holdings.
Aerospace and defense ETF benefiting from rising global defense spending, approved military budgets, and global hostility. The host notes defense spending trends on policy and budgets, not just emotion.
Another ETF option for diversified defense sector exposure. Less upside than individual picks but more diversified and lower risk.



