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The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. and non-U.S. defense and related industrials companies. The fund is non-diversified.
Is IDEF's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
iShares Defense Industrials Active ETF is downgraded from buy to hold due to persistent underperformance versus US-focused aerospace & defense ETFs. IDEF's international exposure and holdings in related, non-core companies dilute its ability to capture robust US sector growth and backlog momentum. IDEF's higher expense ratio (0.58%) and weaker quant grades on momentum, dividends, and risk further undermine its long-term attractiveness.
Bank of New York Mellon Corp acquired a new stake in iShares Defense Industrials Active ETF (NASDAQ: IDEF) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,034,240 shares of the company's stock, valued at approximately $66,560,000. Bank of New
2026 is more than halfway done, somehow, after a whirlwind start defined by volatility. Geopolitical risk and AI bubble risk were the headline drivers, even as portfolios were rewarded by strong tech earnings.
Record defense backlogs and rising military spending projections bolster the case for ETFs like IDEF as contractors scale production.
The U.S. military launched strikes against Iran Tuesday evening in direct retaliation for the downing of an American Apache helicopter on Monday.