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Research/Defense / Aerospace ETF Theme Comparison/Defense / AerospaceData 2026-07-14
Defense / Aerospace ETF Theme Comparison - aeoae

Defense / Aerospace ETF Overview

This group currently tracks 7 ETFs, with average boundary fit 31.6% and average structure score 0.32.

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
31.6%

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 31.6%

Action Bias
0.11

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

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Cybersecurity100.0%100.0%0.9474.3%Mainline Expansion
Broad Commodities90.0%30.0%0.6075.2%Mainline Expansion
Oil & Gas / Energy92.0%29.0%0.5868.0%Mainline Expansion
Cloud / Software / Internet83.0%33.0%0.5658.9%Mainline Expansion
Utilities100.0%0.0%0.5058.3%Leader-Led
Agriculture / Water Resources60.0%60.0%0.5062.5%Mainline Expansion
Russell 100083.0%17.0%0.4958.2%Leader-Led
Financials / Banks64.0%32.0%0.4758.1%Mainline Expansion

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
31.6%
Score
11.2%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
ITAiShares U.S. Aerospace & Defense ETFbullish-leaning structureL3-L4--75.2%1/7Above L3 by 1.7%, stronger group position
PPAInvesco Aerospace & Defense ETFneutral structureL1-L2--30.1%2/7Top-three group rank, priority watch candidate
SHLDGlobal X Defense Tech ETFstrong bearish structureL1---46.8%3/7Top-three group rank, priority watch candidate
ARKXARK Space & Defense Innovation ETFneutral structureL2-L3--39.5%4/7Currently in L2-L3, useful peer benchmark
XARState Street SPDR S&P Aerospace & Defense ETFneutral structureL1-L2--31.8%5/7Currently in L1-L2, useful peer benchmark
MISLFirst Trust Indxx Aerospace & Defense ETFneutral structureL2-L3--31.4%6/7Currently in L2-L3, useful peer benchmark
UFOProcure Space ETFbullish-leaning structureL3-L4--68.1%7/7Above L3 by 1.8%, stronger group position

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

28.6%57.1%14.3%
Bullish
28.6%
2
Neutral
57.1%
4
Bearish
14.3%
1

Boundary Distribution

28.6%28.6%14.3%28.6%
L3-L4
28.6%
2
L1-L2
28.6%
2
L1-
14.3%
1
L2-L3
28.6%
2

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 31.6%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison Matrix

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
ITAiShares U.S. Aerospace & Defense ETFbullish-leaning structureL3-L4375.2%0.0%0.43
PPAInvesco Aerospace & Defense ETFneutral structureL1-L2230.1%0.0%0.30
SHLDGlobal X Defense Tech ETFstrong bearish structureL1-046.8%0.0%0.28
ARKXARK Space & Defense Innovation ETFneutral structureL2-L3239.5%0.0%0.27
XARState Street SPDR S&P Aerospace & Defense ETFneutral structureL1-L2231.8%0.0%0.26
MISLFirst Trust Indxx Aerospace & Defense ETFneutral structureL2-L3231.4%0.0%0.25
UFOProcure Space ETFbullish-leaning structureL3-L4368.1%0.0%0.19

1212-D Reading Frame

Read position, buffer and fit layers before the full table.
Position Layer
Average vs L3 -0.1%

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

Buffer Layer
Average vs L1 4.4%

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

Fit Layer
Average Boundary60 30.8

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

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
ITAiShares U.S. Aerospace & Defense ETFbullish-leaning structure3L3-L475.2%--1.7%8.7%below trigger60
PPAInvesco Aerospace & Defense ETFneutral structure2L1-L230.1%---0.7%2.2%below trigger60
SHLDGlobal X Defense Tech ETFstrong bearish structure0L1-46.8%---1.7%-0.5%below trigger60
ARKXARK Space & Defense Innovation ETFneutral structure2L2-L339.5%100.0%-0.9%4.0%below trigger60
XARState Street SPDR S&P Aerospace & Defense ETFneutral structure2L1-L231.8%---0.7%3.5%below trigger60
MISLFirst Trust Indxx Aerospace & Defense ETFneutral structure2L2-L331.4%---0.2%3.8%below trigger60
UFOProcure Space ETFbullish-leaning structure3L3-L468.1%100.0%1.8%9.1%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 5

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

Phase Review
15/30D 75.0% / 75.0%

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

Boundary Review
60D 100.0% · avg 15.9 days

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

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
ITAiShares U.S. Aerospace & Defense ETF6----------lower confidence40.337.2
PPAInvesco Aerospace & Defense ETF6----------moderate30.233.5
SHLDGlobal X Defense Tech ETF6----------lower confidence16.427.0
ARKXARK Space & Defense Innovation ETF2100.0%21.550.0%50.0%100.0%moderate24.926.3
XARState Street SPDR S&P Aerospace & Defense ETF6----------moderate37.634.3
MISLFirst Trust Indxx Aerospace & Defense ETF6----------lower confidence26.733.7
UFOProcure Space ETF3100.0%10.3100.0%100.0%100.0%moderate22.524.0

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
ITAiShares U.S. Aerospace & Defense ETF223.15214.78219.31223.79L3-L4
PPAInvesco Aerospace & Defense ETF167.93167.41169.13173.09L1-L2
SHLDGlobal X Defense Tech ETF64.3764.7065.4667.26L1-
ARKXARK Space & Defense Innovation ETF34.4634.1334.7636.10L2-L3
XARState Street SPDR S&P Aerospace & Defense ETF266.37264.59268.32276.90L1-L2
MISLFirst Trust Indxx Aerospace & Defense ETF45.6745.2045.7447.00L2-L3
UFOProcure Space ETF58.9656.7157.8959.30L3-L4

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.