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US defense ETFs soar with gains up to 48% amid successful military operations and rising geopolitical tensions.

Market News
01 Apr 2026
24/7 Wall Street
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Bullish
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US defense industry ETFs have surged following successful military operations like Operation Midnight Hammer and Operation Epic Fury, boosting investor confidence. The Invesco Aerospace & Defense ETF (PPA) gained 37.8%, iShares US Aerospace and Defense ETF (ITA) rose 38.3%, and the newer GlobalX Defense Tech ETF (SHLD) led with a 47.82% gain since its 2023 launch. These ETFs cover a range of defense sectors from traditional military contractors to cutting-edge cyber warfare tech. With ongoing geopolitical tensions and NATO's commitment to increased defense spending, the defense sector and related ETFs are expected to continue growing in 2026.

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