What does the report “Defence ETFs and the Mainstreaming of the Sector” cover?

The defence and security sector has seen a dramatic rise in prominence among investors in recent years. Heightened geopolitical tensions – notably Russia’s war in Ukraine, instability in the Middle East, and doubts over U.S. strategic commitments – have driven governments worldwide to sharply increase military spending. World military expenditure reached a record \$2.72 trillion in 2024 (up 9.4% from 2023), with Europe alone boosting its budgets by 17% and the United States reaching nearly \$1 trillion (66% of NATO’s total). In this context, defence companies and their stock prices have rallied.

What format and licence do I get?

A 15-page PDF, watermarked to the buyer (name, e-mail, order number on every page), delivered immediately after checkout on the confirmation page and by e-mail. Single-user licence; the personal download link is valid for 72 hours and up to 5 downloads, re-issued on request.

Defence ETFs and the Mainstreaming of the Sector

Name: Defence ETFs and the Mainstreaming of the Sector
Brand: Defence Finance Monitor
SKU: defence-etfs-and-the-mainstreaming
Price: 299 EUR
Availability: InStock

Strategic

What this report establishes

“Defence ETFs and the Mainstreaming of the Sector” is a sourced, structured Defence Finance Monitor analysis, closed on 01 October 2025. It establishes what is at stake, who the actors are and what it means for European defence funding and industry — drawn only from primary and official sources. This page summarises what the 15-page report determines; the figures, the evidence and the conclusions are in the report itself.

Who it's for

Strategy, corporate-development and investment teams that need an ecosystem-level view — budgets, industrial capacity and technology landscapes — before committing capital or capacity.

Key questions this report answers

How have defence ETFs driven the mainstreaming of the defence and security sector among investors?
How have geopolitical tensions and record 2024 military expenditure of $2.72 trillion reshaped the investment landscape for defence companies?
How does Europe's 17% budget increase and the U.S. approach to nearly $1 trillion influence defence equity flows?
What are the outlook, risks and constraints for defence-sector investment as stock prices rally?

Inside this report

Historical Emergence of Defence-Themed ETFs
Global Landscape of Defence/Security ETFs
Index Construction and Portfolio Design
Summary of Index Exposure
Capital Flows, Budgets and Investor Sentiment
Regulatory and Policy Influences
ESG and Ethical Considerations
Impact on the Defence Industry and Industrial Policy
Investment Risks and Challenges
Creating a European defence ETF

Sample page

One full page from the report, exactly as delivered (15 pages in total).

Sources

This report is built only from primary and official sources, cited in the document as of 01 October 2025 — 13 distinct sources including etf.com, etfexpress.com, europarl.europa.eu, fundssociety.com, hanetf.com, hoganlovells.com, insights.issgovernance.com, justetf.com, reuters.com, rusi.org, ssga.com, vaneck.com, wisdomtree.eu. The source material itself is in the report, not on this page.

Cover of the DFM report “Defence ETFs and the Mainstreaming of the Sector” — Defence-Finance Analysis, 15-page PDF

€299 excl. VAT — EU VAT calculated at checkout (VAT ID accepted for reverse charge); invoice issued after payment

≈ $349 — charged in euros; indicative equivalent at today's ECB reference rate.

Report — 15 pages · PDF · Analysis as of 01 October 2025 · Licensed single-user copy, watermarked to the buyer

A contents-paged report: a company's structure, portfolio, programme participation and funding record — or a market question measured with a stated method and full bibliography (Eurostat, TED, EU programme data). Use it to check a counterparty or a claim before committing time or budget.

This report €299 · All reports, the Funding Navigator and continuous updates — Annual Professional, €1,500/year excl. VAT →

One click to Stripe — guest checkout, no account. Your download appears on the confirmation page and arrives by e-mail right after payment (link valid 72 hours, up to 5 downloads).

Sold by STRONCATURE S.R.L. (VAT IT05960160652) · Secure checkout by Stripe · Instant watermarked PDF · EU invoice issued after payment.

Prepared by the DFM research desk — editor: Nunzio Mastrolia. Defence Finance Monitor is the defence-finance analysis publication of STRONCATURE S.R.L., Rome.

€299 excl. VAT · instant PDF Buy report

The analysis is public. The report is the document of record.

The analysis behind this report is published openly on DFM — that is how we work, and it does not change what you are buying. What you buy is the professional edition of that analysis: a dated, complete document with every source cited, structured for desk use, licensed to you, and citable in your own work. The free page is where the analysis lives; the report is what you file, rely on and cite.

Related reports

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 (01 October 2025). You receive a 15-page report (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.

For your role

Investors

Investment intelligence on this company or segment

Request an investment-intelligence brief →

Prime contractors

Map your supply chain and dual-use entrants

Request a supplier / technology map →

SMEs & scale-ups

Position your capability with European programmes

Request a positioning & funding-eligibility check →

Universities & research

Technology scouting and multi-seat access for your group

Request technology scouting / team access →

Consultancy

Analysis and briefings to support your advisory work

Request a briefing →

Legal & compliance

Eligibility, export-control and regulatory analysis

Request a compliance analysis →

Institutional & team access. Labs, primes and universities can equip a whole desk — multi-seat / institutional licensing. Request team / institutional access →

Prefer unlimited access?

Prefer unlimited access? Every report like this is included in the DFM Analysis subscription. See plans →

Get the full report — €299 →