Defence and Aerospace ETFs Surge in 2024–2025
7 pages · PDF · 26 May 2025 · Licensed single-user copy, watermarked to the buyer
Tactical Space, Satellites, Launchers & PNT Cyber Defense, Information Security & Cryptography
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What this report covers
Entity: Defence and Aerospace ETFs Surge in 2024–2025. Technologies: Space, Satellites, Launchers & PNT, Cyber Defense, Information Security & Cryptography. A sourced, structured 7-page analysis for European defence and dual-use decision-makers, from the DFM research desk and built on official and primary sources.
About this report
Global defence spending has jumped in recent years, driven by wars and renewed NATO commitments. SIPRI reports world military budgets hit a record $2,718 billion in 2024 (up 9.4% from 2023). Europe (including Russia) saw a 17% rise to $693 billion, with Germany’s budget up 28% to $88.5 billion.
EU member states together spent about €326 billion in 2024 (~1.9% of GDP) (a 30% jump since 2021), and 18 of 32 NATO countries now exceed the 2% GDP guideline (vs. 11 in 2023). These fiscal shifts have fueled investor interest in defence stocks as strategic assets . Key defence ETFs blend aerospace, weapons, cybersecurity and related tech.
Key questions this report answers
- How did the record $2,718 billion in world military spending reported by SIPRI for 2024, up 9.4% from 2023, translate into investor interest in defence ETFs?
- What explains Europe's 17% rise to $693 billion and Germany's 28% jump to $88.5 billion, and how do these fiscal shifts drive defence-themed funds?
- How do major defence ETFs blend aerospace, weapons, cybersecurity and related tech, and how does their composition affect performance?
- How are evolving ESG rules and the reframing of the 'S' toward security changing whether defence stocks qualify as investable strategic assets?
Inside this report
- Major Defence-Themed ETFs: Composition and Performance
- ETF Flows Reflect Rising Military Budgets
- Evolving ESG Rules and “S” for Security
- Strategic & Financial Drivers
Who it's for
Investors screening Defence and Aerospace ETFs Surge in 2024–2025, competitors and partners assessing their position, and analysts who need a sourced, structured account of the entity and its technology.
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Methodology, format & delivery
DFM reports are built from primary and official sources — TED procurement notices, CORDIS and the EU Funding & Tenders Portal, EIB operations, the NATO Innovation Fund portfolio, SIPRI data, official budget documents and company disclosures — read together with the underlying legal texts. Sources are cited in the document; it reflects them as of its publication date (26 May 2025). You receive a 7-page PDF, watermarked to you on every page, delivered on the confirmation page and by e-mail immediately after checkout (personal link valid 72 hours, up to 5 downloads). Guest checkout, single-user licence — Terms of Sale.
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