2025 Puts European And Global Defense ETFs On The Map

2025-05-13 08:05:00 ET

Summary

• The European defense sector saw stock prices pop along with the increase in defense spending estimates, and the outperformance has been hard to ignore. The Select STOXX Europe Aerospace & Defense ETF (EUAD) is already up 39% YTD.
• This sector has started to receive global attention (even from the reluctant U.S. investor) as the U.S. experiences a broad equity market pullback.
• EUAD is the only U.S.-listed ETF that focuses on the European defense sector. But several other ETFs take a global approach to defense.
• Here we take a look at what investors and advisors need to know about the European defense sector before investing.

Originally published on April 3, 2025

Globally, consumers have propped up the economy for the past several years. Most of the exciting stories have revolved around either consumer- or technology-related investments. In the international investment arena - which many U.S. investors still have reluctance to enter - European luxury stocks were an exciting, high-growth story in the years following the pandemic....

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