SHLD vs. XAR: Should You Play the Rearmament Boom With Defense Tech or Classic Aerospace?

The Global X Defense Tech ETF (NYSEARCA:SHLD) and the SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) look like two ways to buy the same rearmament story, but they take structurally different bets.

24/7 Wall Street • Jul 7, 2026

NATO Just Committed to 5% of GDP on Defense by 2035 and These 3 ETFs Capture the Multi Year Spending Wave

NATO's June 2025 Hague Summit produced a target that will reshape the aerospace and defense industry for the next decade.

24/7 Wall Street • Jul 2, 2026

Defense giant KNDS plans IPO in Paris and Frankfurt

KNDS said it plans to list shares in Paris and Frankfurt. KNDS is one of Europe's largest military equipment producers.

CNBC • Jun 24, 2026

Should You Invest in the State Street SPDR S&P Aerospace & Defense ETF (XAR)?

If you're interested in broad exposure to the Industrials - Aerospace & Defense segment of the equity market, look no further than the State Street SPDR S&P Aerospace & Defense ETF (XAR), a passively managed exchange traded fund launched on September 28, 2011.

Zacks Investment Research • Jun 23, 2026

Drone strikes beyond the battlefield pump up market for technology to repel them

Drone incursions disrupting airports in Europe and strikes on oil fields in the Middle East are spurring a fast-growing market for radars, jammers and defensive craft to defend airports and infrastructure ​against new aerial threats.

Reuters • Jun 18, 2026

Defense contractors would be barred from buying back their stock in bill approved by Senate panel

The Senate Armed Services Committee approved a must-pass bill with a provision that could bar some defense contractors from making stock buybacks or paying dividends unless they have the Defense Department's approval. The measure, an annual bill known as the National Defense Authorization Act, was approved 18-9 in a closed-door committee meeting last week.

CNBC • Jun 17, 2026

Forget Big Tech's Rough 2026. Defense Stocks Are the Year's Breakout, Up ~52% While the S&P Fell

The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) is the default vehicle for investors seeking exposure to the rearmament trade.

24/7 Wall Street • Jun 17, 2026

Trump invokes Defense Production Act for munitions, supply chains

U.S. President Donald Trump has invoked the Defense Production Act to ​address constraints in weapons supply and development ‌for munitions production and supply chains, according to a memo made public on Tuesday.

Reuters • Jun 16, 2026

As Europe rearms, 'wingman' aircraft take centre stage

Centre stage at last week's Berlin airshow was the "wingman" ‌drone, Europe's latest-generation defence weapon designed to accompany fighter jets.

Reuters • Jun 16, 2026

Defense Stocks Are in a Bear Market. How a Peace Deal Can Send Them Higher.

Many defense stocks are down more than 20% since the breakout of fighting in Iran.

Barrons • Jun 15, 2026