3 ASX ETFs providing 77% to 92% average annual returns since inception just last year

These comparatively new ASX ETFs are all capitalising on the one global investment theme — and it's not gold.

| More on:
A young woman lifts her red glasses with one hand as she takes a closer look at news about interest rates rising and one expert's surprising recommendation as to which ASX shares to buy

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Rising Defence Spending: Global defence spending is surging due to geopolitical tensions and technological advancements, with nations increasing investment in military capabilities.
  • High-Performing ASX ETFs: Three ASX ETFs focusing on the defence sector have delivered impressive returns since their inception last year, capitalising on global defence trends.
  • Diverse Investment Strategies: The Vaneck Global Defence ETF, Global X Defence Tech ETF, and Betashares Global Defence ETF offer varied portfolios, each providing strong average annual total returns.

These three ASX exchange-traded funds (ETFs) have only been trading for just over a year, but wow, have they shot the lights out.

Defence spending has emerged as a long-term global investment theme given tensions involving Russia, China, and the Middle East.

Last year saw the largest annual increase in defence spending since the end of the Cold War, according to the Stockholm International Peace and Research Institute.

ASX ETF provider, Betashares, commented on the trend:

Global defence and security spending has significantly accelerated in response to evolving geopolitical risks, technological advancements, and the growing complexity of modern threats.

This is projected to continue for the foreseeable future as nations seek to strengthen their strategic defences.

Global X ETFs said defence "has been a sleepy corner of the market" for decades, with predictable budgets, legacy contractors, and little innovation.

"That era is rapidly coming to an end," the ETF issuer said.

3 ASX ETFs that have skyrocketed since inception last year

These three ASX ETFs aim to capitalise on the global trend of massively higher defence spending by investing in different portfolios of listed military, defence, and technology companies.

Let's check them out.

Vaneck Global Defence ETF (ASX: DFND)

The DFND ETF is $39.91 per unit, down 1.8% on Friday.

Since inception on 10 September last year, this ASX ETF has delivered an average annual total return of 91.7%.

DFND ETF holds 32 shares and tracks the MarketVector Global Defence Industry (AUD) Index. It has $281.3 million in net assets.

The top five holdings are Thales SA, Palantir Technologies Inc, Leonardo SpA, RTX Corp, and Hanwha Aerospace Co Ltd.

Top sector allocations are aerospace and defence (71%), professional services (15%), software (8%), and machinery (5%).

The geographic allocation is 49% US, 12% South Korea, 10% France, 8% Italy, 6% Sweden, and 5% Germany.

The ASX ETF pays dividends (called 'distributions' with ETFs) once per year.

DFND ETF paid its first dividend of 3 cents per unit in July.

The management fee is 0.65% per annum.

Global X Defence Tech ETF (ASX: DTEC)

The DTEC ETF is $19.11 per unit, down 1.3% today.

Since inception on 7 October last year, this ASX ETF has delivered an average annual total return of 90.8%.

The DTEC ETF is focused on tech-driven defence, and uses a revenue filter to ensure exposure to AI, drones, and cybersecurity.

The ETF currently holds 37 shares and tracks the Global X Defense Tech Index. It has $111 million in net assets.

Currently, the top five holdings are Palantir, Rheinmetall AG, RTX Corp, BAE Systems PLC, and Lockheed Martin Corp.

The top industry allocations are aerospace and defence (79%), software (9%), professional services (7%), and electronic equipment (1%).

Geographic exposure includes the US (57%), Britain (10%), Germany (7%), South Korea (7%), Italy (4%), and Sweden (4%).

The DTEC ETF did not pay a distribution in its first year of trading.

The yearly management fee is 0.5%.

In recent commentary, Global X said global defence was "entering a super-cycle" with a structural pivot toward tech-first capabilities.

The provider said:

Nations worldwide are rapidly moving beyond traditional weapons systems, investing heavily in autonomous platforms, AI-powered command and control systems, and sophisticated cyber defence architectures engineered for speed, precision, and adaptability.

But the more significant shift lies not in the scale of spending, but in its direction. Procurement is shifting decisively toward tech-enabled solutions and battlefield AI, marking a generational overhaul of global defence infrastructure.

Betashares Global Defence ETF (ASX: ARMR)

The ARMR ETF is $26.49 per unit, down 0.9% today.

Since inception on 2 October last year, this ASX ETF has delivered an average annual total return of 76.8%.

The ARMR ETF invests in companies that make more than 50% of their revenue from the development and manufacturing of military and defence equipment, as well as defence technology.

A key point of difference with ARMR is that it only invests in global companies headquartered in NATO member and major ally countries.

That's handy, given that the 32 NATO nations have just committed to raising their defence spending from 2% to 5% of GDP over the next decade.

The ETF currently holds 52 shares and tracks the VettaFi Global Defence Leaders Index (before fees). It has $216.7 million in net assets.

Currently, the top five holdings are Palantir, Lockheed Martin Corp, Rheinmetall AG, Safran SA, and RTX Corp.

Top industry allocations are aerospace and defence (84%), application software (9%), research and consulting services (6%), and construction and transport machinery (2%).

Geographic exposure entails the US (61%), France (11%), Germany (9.5%), Britain (8%), and South Korea (4%).

The ARMR ETF pays one dividend per year.

ARMR ETF paid its maiden dividend of 53.546615 cents per unit in July.

There is an annual management fee of 0.55%.

Motley Fool contributor Bronwyn Allen has positions in Betashares Global Defence ETF - Beta Global Defence ETF and Vaneck Global Defence Etf. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Palantir Technologies. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended BAE Systems, Lockheed Martin, RTX, and Rheinmetall Ag. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on ETFs

Excited couple celebrating success while looking at smartphone.
ETFs

Buy these fantastic ASX ETFs before everybody else does

These funds could be worth your attention. But why?

Read more »

a gloved hand holds lumps of silver against a background of dirt as if at a mine site.
ETFs

Two ASX ETFs for exposure to surging commodity prices

Silver and copper prices have surged this year. Here are two funds offering direct exposure.

Read more »

Man looking at an ETF diagram.
ETFs

Where to invest $5,000 in ASX ETFs in November

Let's see why these funds could be worthy of a spot in a balance investment portfolio.

Read more »

Two plants grow in jars filled with coins.
Growth Shares

With a 25% annual return, I think this ASX growth stock may be too good to ignore

This ETF's returns have been unbelievable.

Read more »

Cubes placed on a Notebook with the letters "ETF" which stands for "Exchange traded funds".
ETFs

Meet the ASX's newest ETF

This fund is aimed at investors chasing diversification.

Read more »

Smiling couple sitting on a couch with laptops fist pump each other.
ETFs

3 super ASX ETFs to buy and hold for a decade or more

Want to make buy and hold investments? Here are three options to consider.

Read more »

Man holding out Australian dollar notes, symbolising dividends.
ETFs

Where to invest $10,000 in ASX ETFs next week

Let's see why these funds could be among the best to buy when the market reopens.

Read more »

A cool young man walking in a laneway holding a takeaway coffee in one hand and his phone in the other reacts with surprise as he reads the latest news on his mobile phone
ETFs

3 fantastic ASX ETFs to buy and hold forever

Let's see why it could be worth holding tightly to these funds for the long term.

Read more »