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David BurrowsSelect STOXX Europe Aerospace & Defense ETFEUADBUYApr 14, 2025

On a roll. Whole sector looks quite strong. Very predictable, as contracts are long-lasting. Unlikely to get hurt if economy slows down.

David Burrows

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DON'T BUY

This is priced in already, so this ETF has been sideways the past year. This could reverse with the next US president, after Trump, though.

BUY

Defense ETF with European, not US, focus.

Good to get diversification outside Canada and US. Hard to find a defense ETF that isn't dominated by the USA. This one is a niche, niche play.

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David BurrowsSelect STOXX Europe Aerospace & Defense ETFEUADBUYApr 14, 2025

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Select STOXX Europe Aerospace & Defense ETF(EUAD)

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