SHLD vs. PPA: Which Defense ETF Wins the Global Rearmament Trade?

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.

24/7 Wall Street • Jun 16, 2026

Which Defense ETF Is the Better Investment: Global X's SHLD or iShares' ITA?

iShares U.S. Aerospace & Defense ETF offers a lower expense ratio and a higher 1-year total return than Global X Defense Tech ETF. The Global X Defense Tech ETF provides broader exposure across technology and industrial sectors, while the iShares U.S. Aerospace & Defense ETF focuses exclusively on industrials.

The Motley Fool • 20 hours ago

Trump Invested in Intel And it Soared 500%. Here's the Next Industry the Government is Buying.

Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes.

24/7 Wall Street • May 28, 2026

Real Assets or Active ETFs? Where RIAs Allocate

Registered investment advisors did not pull back on exchange-traded funds in the first quarter of 2026. They kept adding them, according to AdvizorPro's Q1 2026 Quarterly RIA ETF Trends Report.

ETF Trends • May 26, 2026

ETF Prime: ETF Inflows on Pace to Shatter Annual Record

Exchange traded fund inflows have topped $750 billion in 2026. This puts the industry on pace to challenge the $1.5 trillion annual record set last year, Todd Rosenbluth, head of research at VettaFi, told host Nate Geraci on this week's ETF Prime.

ETF Trends • May 20, 2026

Smart Investors Are Backing up the Truck on This Defense ETF at a 20% Discount

The Global X Defense Tech ETF (NASDAQ:SHLD | SHLD Price Prediction) has done something unusual for a defense fund in a year when NATO is rewriting its spending playbook.

24/7 Wall Street • May 19, 2026

The Pentagon's AI Pivot Supercharges Defense Stocks

The Department of Defense is aggressively reallocating capital away from legacy manned platforms in favor of autonomous artificial intelligence-driven tactical networks and high-altitude hypersonic tracking systems. Multi-hundred-million-dollar contract awards for next-generation uncrewed assets, combined with immediate software and hardware integration between legacy defense contractors and disruptive venture-backed defense technology firms, signal the onset of a structural procurement supercycle.

MarketBeat • May 19, 2026

Why DRNZ Is Outflying SHLD YTD in a Drone ETF Dog Fight

Exchange-traded funds (ETFs) are rarely identical, and drone ETFs are no exception. Though a relatively new entry into the burgeoning drone ETF space, the REX Drone ETF (DRNZ) is already outflying the Global X Defense Tech ETF (SHLD) in a total return dogfight this year.

ETF Trends • May 14, 2026

'NO MISTAKE': Rubio sends BLUNT message on US military move

Divergent Technologies CEO Lukas Czinger joins 'Mornings with Maria' to detail how AI and 3D printing are slashing missile costs and accelerating U.S. military production.

Fox Business • May 7, 2026

ETFs in Focus Amid Palantir's Strong Q1 Beat

Palantir beats Q1 estimates on strong U.S. demand, lifts outlook. AI strength lifts ETFs like PLTW, IGV, SHLD despite valuation concerns.

Zacks Investment Research • May 5, 2026