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DFNDVanEck · Equity - Global Sectors · Equity · Global ex-Australia

VanEck Global Defence ETF

Fee p.a.
0.65%
ASX report
Fund size
A$245m
12m flow A$82m
Yield
3.7%
1 payments / yr
Volatility 3y
26.8%
annualised
Max DD 3y
−28.6%
all-time −28.6%
Listed
2024
12 Sept 2024 · spread 0.27%

Growth of $10,000

Since listing, distributions reinvested
$10k$12k$14k$16k$18k$20k$22k202420252026
$10,000 at listing$16,928 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−4.9%
2.6%
3 months
−3.5%
6 months
−16.9%
Year to date
−7.4%
1 year
−5.5%
−6.4%
3 years p.a.
5 years p.a.
10 years p.a.
Since listing p.a.
30.9%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y Vol 1y 28.7%Vol 5y 26.8%Max DD 1y −28.6%Max DD 5y −28.6%Best year 56.5%100% positive years

Calendar-year returns

2025
56.5%
2026
−7.4%

Where the money is

Look-through exposure as at 3 Sept 2026 · 45 securities · top 10 = 61.1%

Country

United States54.7%
South Korea9.7%
France9.1%
Italy6.4%
Sweden5.7%
Norway3.4%
Singapore3.4%
Germany3.2%
United Kingdom2.3%
Israel1.1%

Top holdings

Palantir Technologies IncUnited States
10.5%
Rtx CorpUnited States
9.1%
Thales SaFrance
7.1%
Leonardo SpaItaly
6.4%
Hanwha Aerospace Co LtdSouth Korea
5.9%
Saab AbSweden
5.7%
Elbit Systems LtdUnited States
5.1%
Curtiss-Wright CorpUnited States
4.4%
Leidos Holdings IncUnited States
3.6%
Kongsberg Gruppen AsaNorway
3.4%
Singapore Technologies Engineering LtdSingapore
3.4%
Caci International IncUnited States
2.7%
Huntington Ingalls Industries IncUnited States
1.9%
Kratos Defense & Security Solutions IncUnited States
1.9%
Moog IncUnited States
1.8%

Top 15 of 45 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Global X Defence Tech ETF
0.50%
53%
0.85
Betashares Global Defence ETF
0.55%
46%
0.82
Global X FANG+ ETF
0.35%
10%
0.31
Betashares Global Cybersecurity ETF
0.67%
6%
0.37
Betashares Global Cash Flow Kings ETF
0.40%
5%
0.35
Global X Artificial Intelligence ETF
0.57%
4%
0.31
iShares MSCI South Korea ETF
0.45%
3%
0.14
Betashares Global Quality Leaders ETF
0.35%
2%
0.29
Betashares Global Quality Leaders ETF - Currency Hedged
0.38%
2%
0.26
Betashares NASDAQ Next Gen 100 ETF
0.48%
2%
0.34
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