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Research/Defense / Aerospace ETF Theme Comparison/Defense / AerospaceData 2026-09-02
Defense / Aerospace ETF Theme Comparison - aeoae

Defense / Aerospace ETF Overview

This group currently tracks 7 ETFs, with average boundary fit 17.5% and average structure score 0.18.

Risk ReleaseSECTOR PHASE

Defense / Aerospace still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.

Use this page as a filter, then verify single-ETF detail pages.

Participation
0.0%
Breakout Share
0.0%
Average Fit
17.5%

RACETheme Race

ETF cumulative returns over 60 days.
RACE · 60D--
--

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
7
Current snapshot
L3+
0
0.0%
Watch List
0
Middle structure
Defense Zone
7
100.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Risk Release

Defense / Aerospace still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.

Direction
0.0%

Participation · Breakout Share 0.0% · Average Fit 17.5%

Action Bias
0.06

Start with higher-ranked ETFs, then verify boundary details.

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Broad Commodities90.0%90.0%0.8774.7%Mainline Expansion
Oil & Gas / Energy92.0%88.0%0.8472.9%Mainline Expansion
Biotech / Genomics75.0%50.0%0.6158.6%Mainline Expansion
Emerging Markets81.0%48.0%0.5764.5%Mainline Expansion
Agriculture / Water Resources60.0%60.0%0.5658.3%Mainline Expansion
Health Care Composite82.0%27.0%0.5457.9%Leader-Led
India100.0%0.0%0.5160.7%Leader-Led
Greater China50.0%20.0%0.4349.7%Leader-Led

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
0.0%
Breakout Share
0.0%
Defense
100.0%
Average Fit
17.5%
Score
6.1%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
ARKXARK Space & Defense Innovation ETFstrong bearish zoneL1-9.1%60.5%1/7Top-three group rank, priority watch candidate
UFOProcure Space ETFstrong bearish zoneL1-16.7%60.8%2/7Top-three group rank, priority watch candidate
SHLDGlobal X Defense Tech ETFstrong bearish zoneL1-11.8%62.9%3/7Top-three group rank, priority watch candidate
MISLFirst Trust Indxx Aerospace & Def…strong bearish zoneL1-15.7%62.1%4/7Currently in L1-, useful peer benchmark
ITAiShares U.S. Aerospace & Defense…strong bearish zoneL1-15.0%63.5%5/7Currently in L1-, useful peer benchmark
PPAInvesco Aerospace & Defense ETFstrong bearish zoneL1-16.0%65.0%6/7Currently in L1-, useful peer benchmark
XARState Street SPDR S&P Aerospace &…strong bearish zoneL1-22.2%64.3%7/7Currently in L1-, useful peer benchmark

07ETF Lanes

Narrow the group before opening ETF details.

08What This Page Answers

Three frequent questions with direct answers.
Is Defense / Aerospace strong now?

Defense / Aerospace is currently in Risk Release; participation is 0.0% and breakout share is 0.0%.

Which Defense / Aerospace ETF should be checked first?

Start with the first ranking card, then verify boundaries, review history and liquidity on the detail page.

What should I do next?

Open a single ETF detail page and verify Daily Review, boundary prices, holdings, liquidity and fees.

1

Read rotation first

Use the rotation radar to place this group in the broader market.

Open Rotation Radar ->
2

Then check ranking

Open the higher-ranked ETF detail first.

Open Top ETF ->
3

Cross-check peers

If the group is weak, compare peers to see where strength is moving.

Back to Research ->

09Group Distribution

Trend and boundary distribution clarify structure quickly.

Trend Distribution

100.0%
Bullish
100.0%
7

Boundary Distribution

100.0%
L1-
100.0%
7

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - Defense / Aerospace still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.
  • Evidence - Participation 0.0% · Breakout Share 0.0% · Average Fit 17.5%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
ARKXARK Space & Defense Innovation ETFstrong bearish zoneL1-060.5%0.0%0.27
UFOProcure Space ETFstrong bearish zoneL1-060.8%0.0%0.22
SHLDGlobal X Defense Tech ETFstrong bearish zoneL1-062.9%0.0%0.20
MISLFirst Trust Indxx Aerospace & Def…strong bearish zoneL1-062.1%0.0%0.20
ITAiShares U.S. Aerospace & Defense…strong bearish zoneL1-063.5%0.0%0.15
PPAInvesco Aerospace & Defense ETFstrong bearish zoneL1-065.0%0.0%0.15
XARState Street SPDR S&P Aerospace &…strong bearish zoneL1-064.3%0.0%0.14

1212-Session Cross-Section Comparison

Compare each ETF over the recent 12-session cross-section by trend, boundary, fit and review state.
Position Layer
Average vs L3 -5.3%

Shows whether the group is only crossing the midline or already stretched far from L3.

Buffer Layer
Average vs L1 -2.3%

Shows how much buffer remains above L1, which helps separate repair from stability.

Fit Layer
Average Boundary60 28.6

Shows the average historical boundary review score, a quick read on evidence quality.

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
ARKXARK Space & Defense Innovation ETFstrong bearish zone0L1-60.5%75.0%-3.4%-0.8%below trigger60
UFOProcure Space ETFstrong bearish zone0L1-60.8%100.0%-4.6%-1.7%below trigger60
SHLDGlobal X Defense Tech ETFstrong bearish zone0L1-62.9%75.0%-6.0%-2.0%below trigger60
MISLFirst Trust Indxx Aerospace & Def…strong bearish zone0L1-62.1%66.7%-5.1%-1.8%below trigger60
ITAiShares U.S. Aerospace & Defense…strong bearish zone0L1-63.5%66.7%-5.8%-3.0%below trigger60
PPAInvesco Aerospace & Defense ETFstrong bearish zone0L1-65.0%66.7%-5.5%-3.0%below trigger60
XARState Street SPDR S&P Aerospace &…strong bearish zone0L1-64.3%50.0%-6.9%-3.7%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 3

Shows how many historical phase samples this group can replay against.

Phase Review
15/30D 21.4% / 28.6%

Shows how often targets were reached in shorter windows, a read on near-term efficiency.

Boundary Review
60D 71.4% · avg 30.3 days

Combines 60D reach rate and average days to target, a read on completion speed.

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
ARKXARK Space & Defense Innovation ETF475.0%39.30.0%0.0%75.0%lower confidence37.929.2
UFOProcure Space ETF4100.0%37.825.0%25.0%100.0%moderate19.721.2
SHLDGlobal X Defense Tech ETF475.0%33.025.0%25.0%75.0%moderate19.320.9
MISLFirst Trust Indxx Aerospace & Def…366.7%23.533.3%33.3%66.7%moderate39.228.9
ITAiShares U.S. Aerospace & Defense…366.7%25.533.3%33.3%66.7%moderate35.834.5
PPAInvesco Aerospace & Defense ETF366.7%23.033.3%33.3%66.7%moderate33.530.2
XARState Street SPDR S&P Aerospace &…250.0%30.00.0%50.0%50.0%moderate43.235.6

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
ARKXARK Space & Defense Innovation ETF31.8532.5032.9633.89L1-
UFOProcure Space ETF43.1444.4545.2147.09L1-
SHLDGlobal X Defense Tech ETF63.1165.6867.1370.04L1-
MISLFirst Trust Indxx Aerospace & Def…42.9744.5145.2647.11L1-
ITAiShares U.S. Aerospace & Defense…223.37232.81237.06247.53L1-
PPAInvesco Aerospace & Defense ETF163.57170.18173.10180.30L1-
XARState Street SPDR S&P Aerospace &…250.21263.19268.89282.95L1-

15Research Caliber

Grouping source, comparison order and interpretation boundary.
Grouping Source

Members follow the same grouping used by the rotation radar, so this page is rebuilt as data updates.

Reading Order

Read group breadth and distribution first, then ETF lanes, boundary position and historical fit.

Interpretation Boundary

The page explains relative structure inside the group; it does not replace official disclosures or suitability checks.

Risk Note - Risk note: group strength changes quickly. Verify official disclosures, liquidity and suitability independently.