This increased spending came amid heightened geopolitical tensions and evolving security threats. 

Governments across Europe, the United States, and the Indo-Pacific committed to larger defence budgets. This was in response to ongoing conflicts, strategic competition, and the increasing importance of national security. 

This supported expectations of stronger demand for defence equipment, cybersecurity, surveillance systems, and advanced military technologies. 

Investors were also attracted by the sector's defensive characteristics. Many defence companies operate under long-term government contracts that provide relatively stable revenues. 

However, over the last six months, this sector has cooled off as investors have largely exited their positions. 

This has come despite continued defence investment from governments. 

A new Betashares report outlined the major reasons for these trends and explored what might come next for the sector. 

Soft Q2

According to the report from Betashares, global defence has been one of the market's standout themes in recent years. This has been powered by a structural step-up in spending across NATO and its allies. 

Yet after a strong run, defence stocks have fallen over 2026, even as the spending story has grown stronger. Contractor order books have pushed past US$1 trillion for the first time, and the conflicts in Ukraine and Iran continue to reinforce the case for sustained investment in defence.

The quarter's defining theme was a shift in the type of defence spend. Conflicts in Ukraine and now Iran are increasingly being fought with cheap, mass-produced drones rather than expensive fighter jets and large missile programs. That has investors reassessing the traditional primes, and rotating toward autonomy, AI and space.

Much of the recent softness has come from Europe, where valuations have reset after last year's surge.

Continued investment 

Despite the market pause, the spending backdrop only strengthened. 

According to the report, at the recent NATO Summit (Ankara) members were pressed to deliver "clear, concrete and credible" plans toward the new 5% of GDP target, with the alliance already averaging roughly 4% just one year in. 

Over €50 billion of new procurement was announced, alongside a "NATO Drone Edge" initiative to invest US$40 billion in uncrewed systems over five years.14

In the United States, Congress approved over US$1 trillion for 2026, and the FY27 budget proposes a record US$1.5 trillion (a ~40% increase), including US$53.6 billion for a "Drone Dominance" program.

The clear message from the quarter is that spending continues to ramp to record levels, but the target of that spend is shifting toward cheaper, nimbler, technology-led solutions. For long-term investors, the pullback has reset valuations in a sector with multi-year earnings visibility and growing relevance as a geopolitical hedge.

Profit taking 

Despite the increased government spending, it appears that investors are now rotating into other sectors. 

The Betashares Global Defence ETF – Beta Global Defence ETF (ASX: ARMR) has now fallen 20% since January. 

However for investors looking to buy the dip, ARMR remains well placed to capture shifts in the landscape. 

It has globally diversified defence exposure holding 60 leading companies which derive 50% or more of their revenues from the development and manufacturing of military and defence equipment, as well as defence technology.

It currently holds 13 of the top 20 defence contractors in the world by defence revenue.

The post Why investors are rotating out of defence stocks: Expert appeared first on The Motley Fool Australia.

Investors who own these Betashares ETFs below will receive their dividends on 16 July.

The ex-dividend date is tomorrow, 1 July. 

This means you must buy these Betashares ETFs today if you want to receive the next dividend.

Betashares ETF dividends

Here is an abridged list of the estimated dividends that Betashares will pay ASX investors on 16 July.

Betashares will confirm the finalised distribution amounts tomorrow. 

The Betashares Australia 200 ETF (ASX: A200) will pay 98 cents per unit. 

Betashares Australian Quality ETF (ASX: AQLT) will pay 97 cents per unit.

The Betashares Nasdaq 100 ETF (ASX: NDQ) will pay 90 cents per unit.

Betashares Nasdaq 100 Currency Hedged ETF (ASX: HNDQ) will pay 124 cents per unit. 

The Betashares Global Defence ETF (ASX: ARMR) will pay 46 cents per unit. 

Betashares Global Gold Miners Currency Hedged ETF (ASX: MNRS) will pay 113 cents per unit.

The Betashares Asia Technology Tigers ETF (ASX: ASIA) will pay 31 cents per unit.

Betashares S&P/ASX Australian Technology ETF (ASX: ATEC) will pay 35 cents per unit.

Betashares Diversified All Growth ETF (ASX: DHHF) will pay 21 cents per unit.

The Betashares Global Sustainability Leaders ETF (ASX: ETHI) will pay 26 cents per unit.

The Betashares Australian Sustainability Leaders ETF (ASX: FAIR) will pay 29 cents per unit.

But wait, there's more!

The Betashares Geared Australian Equity Fund – Hedge Fund (ASX: GEAR) will pay 21 cents per unit.

Betashares Global Cybersecurity ETF (ASX: HACK) will pay 62 cents per unit.

The Betashares Australian Financials Sector ETF (ASX: QFN) will pay 11 cents per unit.

Betashares Global Quality Leaders ETF (ASX: QLTY) will pay 103 cents per unit.

The Betashares Australian Resources Sector ETF (ASX: QRE) will pay 12 cents per unit.

Betashares Global Uranium ETF (ASX: URNM) will pay 22 cents per unit.

The Betashares Video Games and Esports (ASX: GAME) will pay 37 cents per unit.

Betashares Global Banks Currency Hedged (ASX: BNKS) will pay 65 cents per unit.

Betashares Global Energy Companies Currency Hedged ETF (ASX: FUEL) will pay 27 cents per unit.

View a complete list of estimated Betashares ETF distributions here.

Want to reinvest your dividends?

A distribution reinvestment plan (DRP) is available for all Betashares ETFs.

Betashares' registrar, MUFG Corporate Markets, must receive your DRP election by 5pm AEST this Friday, 3 July.

Own other ASX ETFs?

It's dividend season, and several other ASX ETF providers have also announced their next payments.

If you own Vanguard ETFs such as Vanguard Australian Shares Index ETF (ASX: VAS), see dividends here.

Invested in VanEck ETFs such as VanEck Gold Miners ETF (ASX: GDX)? View distributions here.

If you own Global X ETFs like Global X Copper Miners AUD ETF (ASX: WIRE), see here.

Invested in IVV ETF or other iShares ETFs? View your distributions here.

The post Own NDQ, ARMR, HACK or other Betashares ASX ETFs? Dividends just announced appeared first on The Motley Fool Australia.

I would also want exposure to themes that can stay important for years, rather than funds built only around short-term market excitement.

Three Betashares ETFs I would consider are named in this article.

Betashares Nasdaq 100 ETF (ASX: NDQ)

The first ETF I would buy is the Betashares Nasdaq 100 ETF.

This fund gives investors exposure to many of the largest companies listed on the Nasdaq exchange. That means it has a strong tilt toward technology, digital platforms, software, semiconductors, cloud computing, artificial intelligence (AI), and consumer internet businesses.

I like the NDQ ETF because it owns the companies that are shaping how the world works, shops, communicates, advertises, automates, and stores data.

There are risks. The Nasdaq can be volatile, and many of its biggest holdings can trade on high expectations. But if I were investing with a long-term mindset, I would want some exposure to this group of stocks.

Betashares Australian Quality ETF (ASX: AQLT)

The second ETF I would consider is the Betashares Australian Quality ETF.

I like this fund because it takes a more selective approach to the Australian share market.

Instead of simply buying the largest companies, the AQLT ETF focuses on Australian businesses with quality characteristics. That can include strong profitability, balance sheet strength, and earnings stability.

I think that is useful because the local market can be uneven. Some Australian shares are highly cyclical, some rely heavily on commodity prices, and some are more exposed to interest rates or credit cycles.

A quality filter can help investors focus on businesses with stronger financial foundations.

I think this ETF could work well alongside a global growth fund because it adds local exposure without simply copying a broad ASX index. It may still hold familiar Australian names, but the strategy is built around quality rather than size alone.

Betashares Global Defence ETF (ASX: ARMR)

The third ETF I would buy is the Betashares Global Defence ETF.

I like ARMR because it gives investors a way to access the defence theme without relying on one contractor, one product cycle, or one government contract.

That is useful because defence is a broad market. It can include aircraft systems, shipbuilding, surveillance technology, missiles, electronics, cybersecurity, communications, and battlefield software. The winners may not all come from the same part of the industry.

There are clear risks. Defence spending can be political, valuations can rise quickly when the theme becomes popular, and some investors may not be comfortable with the sector. But for those who are, I think ARMR gives a cleaner way to invest in the theme than trying to pick a single ASX defence stock.

Foolish Takeaway

If I were investing $2,500 into Betashares ETFs, I would focus on funds that give exposure to durable long-term trends.

I like the idea of combining broad global growth, quality Australian companies, and a theme that governments may keep prioritising over time. That mix would not suit every investor, and thematic ETFs can be volatile.

But for someone looking to put money to work across different sources of long-term growth, I think these three Betashares ETFs could be compelling options.

The post 3 Betashares ETFs that I'd buy with $2,500 appeared first on The Motley Fool Australia.

The staunch US 'America First' policy under US President, Donald Trump, exacerbated it.

NATO's massive commitment last year to more than double its defence spending from 2% of GDP to 5% within 10 years reflected it.

And today, the Iran war has brought defence capabilities into even sharper focus, says CommSec analyst, James Gruber.

Defence spending continues to rise

In an article, Gruber says global defence spending has increased by almost 30% over three years – the fastest rise since the 1980s.

This has directly impacted the earnings of ASX defence companies, whose share prices have soared since 2022.

In 2024, the global defence spending trend was strong enough to warrant the launch of three exchange-traded funds (ETFs) on the ASX.

Then came the Iran war, which further highlighted the need for domestic defence capacity, not to mention energy security, for all nations.

ASX defence shares and ETFs had a particularly strong run in 2024 and 2025.

They have cooled in 2026, alongside the rest of the market, despite the Iran war keeping the defence theme front of mind for investors.

Bearing in mind that many factors can influence a company's stock value, let's take a look at the share price movements of four ASX defence shares and three thematic ASX ETFs since 2022, and also since the Iran war began on 28 February, to get an idea of the impact.

Austal Ltd (ASX: ASB)

Austal is an Australian defence shipbuilder and services provider that builds ships for the Australian Navy, US Navy, and other clients.

The Austal share price has doubled over the past four years. The ASX defence share hit a record $8.82 in January.

The Iran war began on 28 February. Since then, Austal stock has dropped 22% to $4.01 per share.

Droneshield Ltd (ASX: DRO)

Droneshield is a counter-drone technology company that makes drone defence systems.

Gruber says DroneShield has a niche, offering a range of equipment for detection and neutralisation, and aims to be a one-stop shop.

The Droneshield share price has soared 1,133% over the past four years. The ASX defence share hit a record $6.71 in October.

Since the Iran war began, Droneshield shares have fallen 18% to $2.96 per share.

Titomic Ltd (ASX: TTT)

Titomic manufactures lightweight titanium parts and provides industrial-scale metal additive solutions.

These solutions include its patented Titomic Kinetic Fusion cold spray technology for fast repairs of military equipment.

The Titomic share price has leapt 145% since 2022. The ASX defence share hit a 52-week high of 36 cents in October.

Since the Iran war began, Titomic shares have lifted 17% to 25 cents apiece today.

Electro Optic Systems Holdings Ltd (ASX: EOS)

Electro Optic specialises in advanced weapon systems, counter-drone solutions, and space domain awareness.

The Electro Optic Systems share price has ripped 468% since 2022. The ASX defence share hit a record $12.58 in March.

Since the Iran war began, Electro Optic Systems shares have risen 20% to $10.80 today.

What about ASX defence ETFs?

The following three ASX ETFs were launched in 2024. Let's take a look at their performance.

Vaneck Global Defence ETF (ASX: DFND)

DFND ETF holds just 36 shares and tracks the MarketVector Global Defence Industry (AUD) Index before fees.

DFND ETF is 75% higher since inception in September 2024. The ASX defence ETF hit a record $45.47 per unit in January.

Since the Iran war began, DFND ETF units have drifted 11% lower to $35.25 today.

Global X Defence Tech ETF (ASX: DTEC)

ASX DTEC invests in 37 shares and seeks to track the Global X Defense Tech Index before fees.

The DTEC ETF price has increased 59% since inception in October 2024. The ASX defence ETF hit a record $21.50 in January.

Since the Iran war began, DTEC ETF units have fallen 16% to $15.96.

Betashares Global Defence ETF (ASX: ARMR)

ASX ARMR invests in up to 60 companies headquartered in NATO nations or allied countries, such as Australia and Japan.

It seeks to mirror the returns of the VettaFi Global Defence Leaders Index before fees.

ARMR ETF units have ascended 55% since launching in October 2024. The ASX defence ETF hit a record $29.35 in January.

Since the Iran war began, ARMR ETF units have descended 11% to $23.50 today.

The post Iran war impact on ASX defence shares and ETFs appeared first on The Motley Fool Australia.

According to Tom Wickenden, Investment Strategist at Betashares, geopolitics is now a structural driver of asset prices.

The short-term threat is the hit to global growth and the inflationary pressure from higher oil prices.

Given the recency of the shock, its impact will only show up in hard economic data with a lag. Put simply, the longer the war runs, the greater the risk of global recession. Our base case assumption remains a timely de-escalation without a severe shock to the global economy.

In yesterday's report, Betashares identified three ASX ETFs that could be ideal investments in today's climate. 

Betashares Global Defence ETF (ASX: ARMR)

According to Betashares, global defence stocks have been among the best performing since the start of Trump's second presidential term. 

In April of 2026 the US proposed a US$1.5 trillion defence budget for FY27. This is the largest in history and a 50% increase on FY26.

Across the Atlantic, Europe's defence priorities are also accelerating. 

EU defence spending is projected to rise from €218 billion in 2021 to €392 billion in 2025.

The direction of travel is clear, and defence contractors globally could be structural beneficiaries and a potential hedge to geopolitical threats that can cause broader equity market disruption.

The Global Defence ETF from Betashares provides a simple way to gain exposure to the potential long term structural growth in the global defence sector.

It currently holds 13 of the top 20 defence contractors in the world by defence revenue. 

Betashares Global Uranium ETF (ASX: URNM)

The Betashares report said the Iran conflict has now re-ignited energy self-sufficiency concerns globally. 

As governments reassess their baseload power (the minimum level of electricity a grid needs around the clock) and seek to reduce dependence on hostile suppliers, nuclear energy has re-emerged as a cornerstone of the solution.

With nuclear increasingly recognised as essential for energy independence, decarbonisation and AI-driven electricity demand, the uranium supply chain may be entering a period where demand outpaces supply, which could favour producers in allied nations.

An ideal allocation for investors looking to target this theme is the Global Uranium ETF. 

It provides exposure to a portfolio of global companies involved in the mining, exploration, development and production of uranium. It also includes companies that hold physical uranium or uranium royalties.

Betashares Energy Transition Metals ETF (ASX: XMET)

Critical minerals, inputs essential for AI data centres, EVs, renewable energy and defence technology, are at the intersection of future technologies and geopolitics.

According to Betashares, renewed focus on diversifying away from Chinese dependence is leading to increased investment from Australia, the US and others. 

Both the US and Australia have established strategic mineral reserves, and the latest US defence budget dramatically expands investment in domestic critical mineral supply chains. Selected producers from allied nations, Australia, Canada, Peru and Chile, could be well positioned to benefit from this government-backed push for supply chain resilience.

XMET ETF provides Australian investors with targeted exposure to global companies at the heart of the critical minerals supply chain.

The post 3 ASX ETFs positioned to outperform in today's uncertain geopolitical climate appeared first on The Motley Fool Australia.

Yet for Australian investors wanting exposure to the theme, picking individual defence stocks can be complex, costly, and risky.

The Betashares Global Defence ETF (ASX: ARMR) offers a simpler way to gain exposure to the defence industry in a cost-effective way.

What ARMR actually holds

ARMR tracks the VettaFi Global Defence Leaders Index, providing exposure to 60 companies that derive more than 50% of their revenues from the development and manufacturing of military and defence equipment and technology.

Critically, the fund only holds companies headquartered in NATO member and major NATO ally countries, including the United States, the United Kingdom, Europe, Australia, Japan, and South Korea.

Top holdings include some of the most recognisable names in global defence: Lockheed Martin, Palantir Technologies, BAE Systems, and Rheinmetall.

In fact, ARMR currently holds 13 of the top 20 defence contractors in the world by defence revenue, giving investors meaningful concentration in the companies that win the largest government contracts.

The performance backdrop

ARMR has delivered healthy returns over the past twelve months, reflecting the extraordinary surge in global defence spending these last years.

However, as Betashares recently noted in its own research, the fund has returned negative 1.8% over the past six months despite the spending environment remaining exceptionally strong.

This has created what the fund manager described as a counterintuitive divergence between the operational backdrop and near-term price performance.

Tom Wickenden, investment strategist at Betashares, said the first 12 days of the US conflict with Iran alone are estimated to have cost the US around US$16.5 billion.

This is a reminder of how quickly modern conflict depletes equipment and drives reordering.

In response, the US is planning a defence budget of around US$1.5 trillion for FY2027, which would represent the most significant year-on-year defence budget increase in history if approved.

The investment case

The case for an ASX defence ETF like ARMR rests on a simple but powerful observation: the shift in global defence spending is not a one-year event.

Europe's defence procurement backlog will take years to clear.

NATO members are only beginning to reach the 2% of GDP spending target.

Australia's own defence budget is expanding under the AUKUS agreement, with the federal government committing to reach 2.4% of GDP within a decade.

For investors who want diversified, low-cost exposure to this theme without the risk of picking individual stocks, ARMR remains the most direct option available on the ASX.

Foolish takeaway

ARMR is not without risk.

Defence spending can be cyclical and the near-term price performance has been softer than the underlying spending environment might suggest.

Nevertheless, for long-term investors who believe elevated defence budgets are here to stay, this ASX defence ETF continues to make a strong case.

The post Why this ASX defence ETF keeps attracting investor attention appeared first on The Motley Fool Australia.

ETFs remove the need to pick stocks by providing investors with access to large groups of shares with a single investment.

But which ones could be worth considering right now?

Here are three ASX ETFs to look at this month.

Betashares India Quality ETF (ASX: IIND)

The first ASX ETF to consider is the Betashares India Quality ETF.

India has become a more important part of the global investment conversation. Its economy is supported by favourable demographics, rising consumption, digital adoption, and a growing corporate sector.

This fund takes a selective approach to that opportunity. The fund aims to track an index of the highest-quality Indian companies, selected using factors such as profitability, leverage, and earnings stability.

That gives the Betashares India Quality ETF a more focused profile than a broad India market fund. It is not simply buying the biggest companies in the market. It is trying to capture Indian growth through businesses with stronger financial characteristics.

Its holdings include the likes of Bharti Airtel, Infosys (NYSE: INFY), and Hindustan Unilever.

This fund was recently recommended by analysts at Betashares.

Betashares Global Defence ETF (ASX: ARMR)

Another ASX ETF to look at this month is the Betashares Global Defence ETF.

Defence has shifted from a cyclical budget item to a more persistent priority for governments. Rising geopolitical tension has pushed national security, equipment modernisation, and defence technology higher on the agenda.

This fund provides exposure to leading global companies involved in the defence sector, such as Palantir Technologies (NASDAQ: PLTR), RTX Corporation (NYSE: RTX), and Lockheed Martin (NYSE: LMT).

As you can see, this means it is not only about traditional defence hardware. It also captures the shift toward technology, intelligence systems, and modern battlefield capability.

This is another ETF that was recently recommended by Betashares.

VanEck Morningstar International Wide Moat ETF (ASX: GOAT)

A third ASX ETF that could be a good pick for a $5,000 investment is the VanEck Morningstar International Wide Moat ETF.

This fund gives investors access to a diversified portfolio of attractively priced international companies that are judged to have sustainable competitive advantages for 20 years or more.

Its holdings include NXP Semiconductors (NASDAQ: NXPI), Etsy (NYSE: ETSY), and Symrise (ETR: SY1).

For investors wanting global exposure with a quality and valuation filter, the VanEck Morningstar International Wide Moat ETF offers a more selective route than simply buying the broad market.

The post Where to invest $5,000 in ASX ETFs this month appeared first on The Motley Fool Australia.

A new report from Betashares points out the strange timing, considering the US's war in Iran.

Tom Wickenden, investment strategist at Betashares, said the first 12 days of the Iran conflict alone are estimated to have cost the US around US$16.5 billion, a reminder of how quickly modern warfare depletes equipment. 

In response, the US is planning a sharp increase in defence spending, with a proposed budget of around US$1.5 trillion. If approved, it would represent the most significant year-on-year defence budget growth in history.

Importantly, that spending is expected to flow not only to traditional defence contractors, but also to newer players.

These could include areas such as AI, cybersecurity, and autonomous systems. These are becoming central to how wars are fought.

What is global defence?

"Global defence ASX shares" refers to companies listed on the Australian Securities Exchange that are involved – directly or indirectly – in the defence and military sector.

These companies often have customers or operations beyond Australia.

In general terms, these companies fall into a few broad categories:

• Defence contractors and manufacturers
• Technology and cybersecurity firms
• Engineering, logistics and services providers

Prominent names in the ASX defence sector over the last year include:

• Droneshield Ltd (ASX: DRO)
• Austal Ltd (ASX: ASB)
• Electro Optic Systems Hldgs Ltd (ASX: EOS). 

Global defence spending continues

The aforementioned ASX defence stocks all shot higher in 2025 as global defence investment skyrocketed. 

According to Betashares, while valuations do remain elevated, these increasingly reflect expectations of sustained profit growth rather than hype.

As a result of global spending developments, for the second year in a row major defence contractors saw their order books grow by over US$100bn. 

The defence contractor order books we track now collectively exceeded US$1 trillion for the first time in history. Record levels of contracted future orders are a positive sign for future profit growth and may support a sustained longer-term rise in defence company share prices.

How to target defence ASX ETFs

Betashares said the Iran war is likely to lead to increased spending to restock US inventories. This reinforces the need for Europe to boost its defence capabilities.

However, it may be the longer-term implications that matter most for investors, long after any resolution in Iran.

Russia's invasion of Ukraine accelerated defence spending, Trump coming back into power fractured the US security umbrella, and now the Iran conflict may be turning these geopolitical trends into a lasting influence on investment markets, rather than a short-term disruption.

For investors, this may strengthen the case for long-term exposure to the defence sector, as part of a broader equities allocation.

Two ASX ETFs investors may consider are: 

• Betashares Global Defence ETF – Beta Global Defence ETF (ASX: ARMR) – Seeks to provide focused exposure to leading companies that are headquartered in NATO or closely aligned countries, and which derive more than 50% of their revenues from the development and manufacturing of military and defence equipment as well as defence technology.
• Global X Defence Tech ETF (ASX: DTEC) – Targets companies at the forefront of defence innovation — specifically capturing AI, drones, and cybersecurity as the future drivers of defence.

The post Will global defence ASX ETFs keep climbing? Expert appeared first on The Motley Fool Australia.

But don't let that put you off, even if you don't like picking stocks.

That's because exchange traded funds (ETFs) offer an easy way to put the money to work in the share market. They provide diversification, access to long-term themes, and a clear structure without requiring constant management.

Here are three ASX ETFs to consider for the $20,000.

BetaShares Global Defence ETF (ASX: ARMR)

The first ASX ETF to consider is the BetaShares Global Defence ETF.

This ETF provides investors with exposure to companies involved in the global defence sector. It includes businesses linked to military equipment, cybersecurity, and defence technology, including our very own DroneShield Ltd (ASX: DRO).

Spending in this area has been increasing as governments respond to shifting geopolitical conditions. That trend has supported long-term demand for defence-related products and services.

For investors, the BetaShares Global Defence ETF offers a way to access this theme without needing to identify individual international companies.

This fund was recently recommended by analysts at Betashares.

Global X Battery Tech & Lithium ETF (ASX: ACDC)

Another ASX ETF to consider is the Global X Battery Tech & Lithium ETF.

This ETF is built around the global transition to electrification. It holds companies involved in lithium mining, battery production, and electric vehicle supply chains. This includes Tesla (NASDAQ: TSLA) and Pilbara Minerals Ltd (ASX: PLS).

Demand for battery technology continues to grow as industries move toward cleaner energy and transportation solutions. This creates a broad opportunity set across both resource producers and technology companies.

The Global X Battery Tech & Lithium ETF provides exposure to that ecosystem in a single investment. It allows investors to participate in the long-term shift without needing to pick individual winners in a rapidly evolving space. It was recently recommended by Global X.

VanEck Australian Equal Weight ETF (ASX: MVW)

A final ASX ETF to consider for the $20,000 is the VanEck Australian Equal Weight ETF.

This ETF takes a different approach to investing in the Australian market. Instead of weighting companies by size, it gives each holding an equal allocation. This reduces the heavy concentration in large banks and major resource companies that is common in traditional indices.

The result is a more balanced exposure across sectors and companies, without one area dominating the portfolio.

This structure can also create opportunities. In periods of rising interest rates, equal weight strategies have historically outperformed the broader market. There is also greater exposure to companies outside the largest names, which may present opportunities at current valuations.

It was recently recommended by analysts at VanEck.

The post Where to invest $20,000 in ASX ETFs right now appeared first on The Motley Fool Australia.

For investors who want diversification, growth potential, and simplicity, ASX exchange traded funds (ETFs) can offer a simple and effective way to gain exposure to different parts of the market.

With that in mind, here are five ASX ETFs that could be worth considering for a buy and hold strategy.

Betashares Australian Quality ETF (ASX: AQLT)

The first ASX ETF to look at is Betashares Australian Quality ETF.

This fund focuses on high-quality Australian companies with strong balance sheets, consistent earnings, and high returns on equity.

Its holdings include names such as CSL Ltd (ASX: CSL), BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), and Wesfarmers Ltd (ASX: WES). These tend to be dominant businesses with strong competitive advantages and the ability to compound earnings over time.

By targeting quality, the Betashares Australian Quality ETF aims to build a portfolio that can perform well across different market environments. It was recently recommended by analysts at Betashares.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

Another ASX ETF that could be a top pick is the Vanguard MSCI Index International Shares ETF.

This popular fund provides investors with exposure to a broad basket of global companies across developed markets.

Among its largest holdings are Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), and Amazon.com (NASDAQ: AMZN).

Overall, this ETF offers a straightforward way to invest in global leaders across a wide range of industries without needing to select individual stocks.

iShares S&P 500 ETF (ASX: IVV)

A third ASX ETF that investors could consider is the equally popular iShares S&P 500 ETF.

This fund tracks the famous S&P 500 index and provides exposure to some of the most influential companies in the global economy.

Key holdings include Microsoft (NASDAQ: MSFT), Tesla (NASDAQ: TSLA), and Google parent Alphabet Inc. (NASDAQ: GOOGL).

These businesses sit at the centre of major long-term trends such as artificial intelligence, cloud computing, electric vehicles, and digital advertising.

Betashares Global Defence ETF (ASX: ARMR)

The fourth ASX ETF to consider is the Betashares Global Defence ETF.

This ETF focuses on companies generating revenue from the development and manufacturing of military and defence equipment, as well as defence technology,

Its holdings include Lockheed Martin (NYSE: LMT), Palantir Technologies (NASDAQ: PLTR), and BAE Systems plc (LSE: BA).

With geopolitical tensions remaining elevated, this sector could continue to see strong demand over the next five years.

This fund was recently recommended to investors by the team at Betashares.

VanEck Video Gaming and Esports ETF (ASX: ESPO)

A fifth and final ASX ETF that could be worth considering is the VanEck Video Gaming and Esports ETF.

This fund provides investors with exposure to the growing global gaming and esports industry.

Top holdings include Nintendo, Advanced Micro Devices (NASDAQ: AMD), and Tencent Holdings (SEHK: 700).

Gaming continues to expand globally, supported by digital distribution, mobile platforms, and evolving business models such as in-game purchases. This bodes well for the holdings in this fund.

It was recently recommended by analysts at VanEck.

The post 5 ASX ETFs to buy and hold for five years appeared first on The Motley Fool Australia.

Exchange-traded funds (ETFs) are a simple way to do that.

They allow you to gain exposure to entire themes or segments of the market without needing to pick individual winners. And right now, there are a few BetaShares ETFs that I think are worth considering.

BetaShares Nasdaq 100 ETF (ASX: NDQ)

The Nasdaq 100 has been one of the most powerful drivers of returns over the past decade.

But what I find interesting is how it continues to evolve.

This is not just a tech-heavy index anymore. It is a collection of businesses that are shaping how the modern economy functions. Cloud computing, digital advertising, artificial intelligence, and software are all embedded within it.

The recent pullback has taken some heat out of valuations, which I think makes the entry point more reasonable than it was previously.

For me, the NDQ ETF is a way to stay exposed to innovation at scale. You are not betting on one company. You are backing an entire ecosystem of global leaders.

BetaShares Global Defence ETF (ASX: ARMR)

Defence is not always the most talked-about sector, but I think it is becoming increasingly relevant.

Global tensions have shifted how governments think about security and military capability. That is translating into higher defence spending and a greater focus on advanced technologies.

The ARMR ETF provides exposure to companies operating in areas like defence equipment, cybersecurity, and aerospace.

What stands out to me is that this is not just a short-term reaction to current events. Defence budgets tend to be long-term in nature, often spanning many years.

That gives the sector a level of visibility that I think is often overlooked.

BetaShares Global Cash Flow Kings ETF (ASX: CFLO)

The CFLO ETF is a bit different. It focuses on companies that generate strong free cash flow, which I think is one of the most important indicators of business quality.

In a market where sentiment can shift quickly, I like the idea of owning businesses that consistently produce cash and have flexibility in how they use it. Whether that is reinvesting, paying dividends, or strengthening their balance sheets.

This ETF does not chase hype. It leans toward companies that are already proving their ability to convert revenue into real earnings.

For me, that adds a layer of resilience to a portfolio.

Foolish takeaway

If I were adding to my portfolio in April, I would probably be looking for a mix of growth, thematic exposure, and underlying business quality.

For me, the NDQ ETF offers exposure to global innovation and leading companies, the ARMR ETF provides access to a sector benefiting from long-term structural shifts in defence spending, and the CFLO ETF brings a focus on cash-generative businesses that can perform across different market conditions.

Together, I think they can help build a portfolio that is both balanced and forward-looking.

The post Why I'd buy these BetaShares ETFs for my portfolio in April appeared first on The Motley Fool Australia.

A new report from VanEck has shed light on the sectors that may hold up in this current environment. 

Global energy fragility 

According to VanEck, The Middle East crisis has reinforced how fragile global energy security is, particularly given Iran's role in oil production and the Strait of Hormuz chokepoint. 

As a result, investors are wondering how best to position themselves for the turmoil.

VanEck said we may be moving from a short-lived shock to a conflict that could last months, disrupting crude oil and LNG supply and affecting the energy system's core infrastructure, transport, production, and refining.

We think gold, defence, commodities and quality are structurally positioned for this environment.

Gold still a safe-haven 

VanEck said gold is supported by central bank accumulation, fiscal deterioration and geopolitical uncertainty.

Since the crisis broke out, gold has risen back above US$5,200/oz on safe-haven demand, and we think it is expected to push further.

According to the report, the structural drivers for gold, central banks accumulating at the fastest pace since Bretton Woods, US fiscal deterioration and the slow unwinding of dollar hegemony were in place before the Middle East conflict. 

The Strait of Hormuz threat, if it materialises, introduces the prospect of an inflationary oil shock on top of an already uncertain rate environment. That combination, geopolitical uncertainty plus inflation risk, is an environment in which gold has historically performed best.

For investors looking to gain exposure to gold shares, options include: 

• Vaneck Gold Bullion ETF (ASX: NUGG)
• VanEck Vectors Gold Miners ETF (ASX: GDX) – gives investors instant access to 92 of the largest and most liquid global gold mining companies.

Defence 

VanEck also noted defence spending was already in a structural upcycle; the conflict has accelerated the long-term repricing of security.

In terms of defence, if investors think long-term yields are near their highs, they could consider layering in duration, at the same time, with short-term rates rising, the yields on floating rate exposures will increase as rates rise. In addition, US Treasuries offer a potential portfolio hedge against risk-off periods and periods of rising rates.

ASX ETFs to consider in this sector include: 

• Vaneck Global Defence Etf (ASX: DFND)
• Betashares Global Defence ETF – Beta Global Defence ETF (ASX: ARMR). 

More information on global defence ETFs can be found here.

Energy and quality 

Furthermore, demand for traditional energy has increased, and investors are once again turning to traditional resources as well as critical minerals for strategic portfolio exposures. 

In terms of quality investing: 

The uncertainty creates volatility and quality companies tend to do relatively well in these environments as investors seek companies with stronger balance sheets and stable earnings.

Real assets also tend to perform relatively well because they provide tangible, consistent cash flows and act as inflation hedges.

For investors seeking energy and quality focussed exposure: 

• VanEck Vectors Msci World Ex Australia Quality ETF (ASX: QUAL)
• VanEck Australian Resources ETF (ASX: MVR)

The post How to position your ASX portfolio in the current environment – Expert appeared first on The Motley Fool Australia.

For long-term investors, however, periods like this can be a good time to think about building positions gradually in high-quality exchange traded funds (ETFs).

But which ones could be good picks for Aussie investors this month?

If you have $10,000 ready to invest this month, here are three ASX ETFs that could be worth considering.

iShares S&P 500 ETF (ASX: IVV)

The first ASX ETF that could be a buy is the iShares S&P 500 ETF.

Rather than trying to pick the next big global winner, this fund simply provides exposure to the 500 largest companies listed in the United States. That means investors automatically gain a stake in many of the most dominant businesses in the world.

The portfolio includes companies such as Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Walmart (NYSE: WMT). These are businesses that operate at enormous scale and generate billions of dollars in profit each year.

One of the strengths of the S&P 500 is how it naturally evolves over time. As new industries emerge, the index gradually shifts to include the companies leading those trends. This allows investors to stay aligned with the global economy without needing to constantly adjust their portfolios.

For investors looking for a simple way to gain exposure to the world's largest market, the iShares S&P 500 ETF remains one of the most straightforward options available on the ASX.

Betashares Global Defence ETF (ASX: ARMR)

Another ASX ETF that could be worth considering is the Betashares Global Defence ETF.

This fund focuses on companies involved in defence equipment, aerospace technology, and military infrastructure. While this may sound niche, the sector is benefiting from a powerful structural shift.

Governments around the world have been increasing defence budgets as geopolitical tensions rise and security priorities change. This trend is expected to drive sustained spending on advanced military technologies.

The ETF includes companies such as Lockheed Martin (NYSE: LMT), a major defence contractor behind the F-35 fighter jet program, RTX Corporation (NYSE: RTX), which develops aerospace and missile systems, and Northrop Grumman (NYSE: NOC), a leader in advanced defence technology.

Because defence spending tends to be driven by long-term government budgets rather than consumer demand, the sector can sometimes show resilience during periods of economic uncertainty. It was recently recommended by analysts at Betashares.

Betashares Australian Quality ETF (ASX: AQLT)

A final ASX ETF that could be a strong addition to a portfolio is the Betashares Australian Quality ETF.

Instead of simply tracking the largest companies on the Australian share market, this fund uses a rules-based approach to identify businesses with strong profitability, stable earnings, and healthy balance sheets.

The portfolio includes a range of high-quality ASX shares such as CSL Ltd (ASX: CSL), REA Group Ltd (ASX: REA), and Goodman Group (ASX: GMG).

Quality-focused strategies aim to favour businesses that generate strong returns on capital and maintain consistent financial performance through economic cycles. Over long periods, these traits can often translate into steady earnings growth and resilient share prices.

For investors wanting exposure to the Australian market while tilting toward stronger businesses, the Betashares Australian Quality ETF offers a slightly different approach compared to traditional broad-market ETFs. It was also recently recommended by analysts at Betashares.

The post Where to invest $10,000 into ASX ETFs in March appeared first on The Motley Fool Australia.

Trying to time the market when there are shocks such as this can be a bit of a fool's game. Instead, if you believe that global instability is likely to remain high and want to take a long-term view, it's reasonable to infer that global defence spending will also remain higher than normal, and that energy prices might stay high.

On the spending front this is indeed the case with many countries around the world looking to bolster their armed forces following less confidence in global alliances.

So where does that leave investors?

On the Australian market there are some defence-specific stocks such as Austal Ltd (ASX: ASB), DroneShield Ltd (ASX: DRO) and Electro Optic Systems Ltd (ASX: EOS), but if you're looking for less volatility, the following defence ASX ETFs might be the way to go.

Global X Defence ETF (ASX: DTEC)

DTEC ETF is a fairly modestly-sized defence ETF which says in its fact sheet that global defence spending has grown at an annualised rate of 4.3% for the past 40 years.

It goes on to say:

Increasing global tensions are driving nations to boost defence spending, reflecting heightened national security concerns and a competitive push to maintain strategic advantage.

DTEC says it invests in companies "with a revenue filter' with exposure to AI, drones and cybersecurity, "capturing the future of innovation in defence".

VanEck Global Defence ETF (ASX: DFND)

DFND ETF is quite different from the previous ASX ETF, in that it specifically aims to invest in larger companies that generate at least 50% of their revenues from the defence sector.

The companies it invests in must have a market capitalisation greater than US$1 billion and a 3-month average daily trading volume of at least US$1 million.

This defence ETF has $315.4 million in net assets currently and is invested into 36 companies.

DFND says it provides, "exposure to the largest global companies involved in aerospace and defence, research and consulting, application software and electronic equipment & instruments, that are typically under-represented in benchmarks''.

Betashares Global Defence ETC (ASX: ARMR)

ARMR ETF currently has a wider remit still, providing exposure to "up to 60" global companies which derive more than 50% of their revenues from defence.

At the moment these companies include BAE Systems, Lockheed Martin, General Dynamics and Palantir Technologies.

ARMR will only invest in companies which are headquartered in NATO or NATO-allied countries.

Betashares Global Energy Companies Currency Hedged ETF (ASX: FUEL)

And finally, if you're looking for broad exposure to the energy sector, this Betashares ASX ETF provides just that, investing globally into companies including Chevron, ExxonMobil and Shell.

The post If you think global instability will persist, these ASX ETFs might be for you appeared first on The Motley Fool Australia.

For example, funds tracking the S&P 500 or the Nasdaq 100 indices are widely discussed and heavily owned.

But the Australian ETF market is far broader than those familiar names. In fact, a number of lesser-known funds provide exposure to interesting strategies, sectors, and regions that could play an important role in a diversified portfolio.

Here are five ASX ETFs that may not always grab the spotlight but could still be worth a closer look.

Betashares Global Cash Flow Kings ETF (ASX: CFLO)

The Betashares Global Cash Flow Kings ETF focuses on a metric that many investors overlook: free cash flow.

Instead of simply selecting companies based on size or revenue growth, this fund targets businesses that generate large amounts of cash relative to their market value. That cash can be reinvested into growth, used for acquisitions, or returned to shareholders.

Its holdings include companies such as ASML (NASDAQ: ASML), Alphabet (NASDAQ: GOOGL), and Visa (NYSE: V). These are businesses with strong competitive positions and the ability to generate significant cash flows year after year.

By focusing on this financial strength, the Betashares Global Cash Flow Kings ETF aims to capture companies that combine quality with shareholder-friendly economics.

Betashares India Quality ETF (ASX: IIND)

India is one of the fastest-growing major economies in the world, but it remains underrepresented in many global portfolios.

The Betashares India Quality ETF gives investors exposure to leading Indian companies that meet strict quality and profitability criteria.

The portfolio includes businesses such as Infosys (NYSE: INFY), which is a global IT services leader, and HDFC Bank (NSEI: HDFCBANK), one of India's largest private sector banks.

With a young population, rising middle-class consumption, and increasing digital adoption, India's economy could expand significantly over the coming decades. This ETF provides a focused way to participate in that growth.

VanEck Global Defence ETF (ASX: ARMR)

Defence spending is rising around the world as governments increase military investment and modernise their capabilities.

The VanEck Global Defence ETF provides exposure to companies that supply equipment, technology, and services to defence organisations.

Its holdings include major defence contractors such as Lockheed Martin (NYSE: LMT), Northrop Grumman (NYSE: NOC), and BAE Systems (LSE: BA).

These businesses often operate under long-term government contracts, which can provide stable revenues and strong visibility over future earnings.

iShares Global Consumer Staples ETF (ASX: IXI)

While many ETFs focus on high-growth industries, the iShares Global Consumer Staples ETF takes a different approach.

This fund invests in companies that produce everyday goods such as food, beverages, and household products. These businesses tend to benefit from steady demand regardless of economic conditions.

Holdings include global giants like Procter & Gamble (NYSE: PG), Coca-Cola (NYSE: KO), and Costco Wholesale (NASDAQ: COST).

Although they may not deliver explosive growth, these companies often provide reliable earnings and strong brand power that can endure for decades.

Global X Battery Tech & Lithium ETF (ASX: ACDC)

The shift toward electrification and renewable energy is driving strong demand for battery technology and lithium.

The Global X Battery Tech & Lithium ETF focuses on companies involved in battery production, electric vehicles, and lithium mining.

Its portfolio includes companies such as Contemporary Amperex Technology, which is one of the world's largest battery manufacturers, and Albemarle (NYSE: ALB), a major lithium producer.

As electric vehicles, energy storage, and clean energy infrastructure continue expanding, companies linked to this supply chain could play an increasingly important role in the global economy.

The post 5 excellent ASX ETFs flying under the radar appeared first on The Motley Fool Australia.

The S&P/ASX 200 Index (ASX: XJO) has fallen 3.2% so far this week while the S&P 500 Index (SP: .INX) has fallen 1%. 

Yesterday was somewhat of a bloodbath for the ASX 200 which dropped 1.94%, marking for one of the worst single day drops in months. 

A new report from Global X has shed light on the sectors and subsequent ASX ETFs that investors have been flocking to amidst this heavy volatility.

Investors push further into safe-haven assets 

Gold shares have continued to be a top pick for investors, following on from last year's momentum.

Gold climbed 2% higher on Wednesday and now sits almost 78% higher than 12 months ago. 

Safe-haven assets typically maintain value even during economic uncertainty, so investors often flock to them when financial markets become volatile.

According to Global X, despite a two year rally for gold, the pace is not unprecedented. 

In 2024-26, we have observed a very constructive environment for gold, with significant geopolitical volatility, falling interest rates, a poorer economic outlook and an increasing narrative around de-dollarisation. 

The recent market volatility triggered by AI disruption in software, combined with the fresh risk of an energy shock and inflationary pressures stemming from US and Israel's attack on Iran, have added on top of that bullish environment new developments which look strikingly similar to the late 70s rally and may be the final tipping point that potentially triggers a gold supercycle in which there is sustained, strong outperformance.

Global X said in the short term, it believes markets are underpricing the risk of a dragged-out, sustained conflict in Iran, which could translate to persistently high energy prices that lead to stickier and hotter inflation and, in turn, complicate the rate path for the Federal Reserve and risk an economic downturn.

Defence and Energy also worth monitoring

Global X also reinforced that the world is increasingly operating in a Cold War framework, with sustained military modernisation across the US, Europe and parts of Asia. 

Spending is also shifting toward defence technology, including missile systems, drones, cyber and AI-enabled capability. That creates a multi-year tailwind that is less cyclical and more policy-driven than traditional industrial demand.

Additionally, energy sits at the centre of this escalation because the Middle East remains critical to global supply and Asia remains structurally dependent on Gulf flows.

It said structurally this reinforces the case for energy security, LNG infrastructure and diversified supply.

How do investors access these themes?

For investors looking for exposure to gold, some ASX ETFs to consider include: 

• Global X Physical Gold Structured (ASX:GOLD) – Mirrors the growth in the Australian dollar gold price. 
• BetaShares Global Gold Miners ETF – Currency Hedged (ASX: MNRS) – Targets largest global gold mining companies (ex-Australia).
  
  

Energy focussed ASX ETFs to consider include: 

• The Global X Bloomberg Commodity Complex ETF (ASX: BCOM)
• BetaShares Global Energy Companies ETF – Currency Hedged (ASX: FUEL)
  
  

For defence focussed ASX ETFs: 

• The Global X Defence Tech ETF (ASX: DTEC)
• Betashares Global Defence ETF – Beta Global Defence ETF (ASX: ARMR)
• Vaneck Global Defence Etf (ASX: DFND). 

Foolish takeaway 

It's important to point out that despite investors pushing into these themes, there is no guarantee these sectors will rise as a direct result of current conflicts. 

Predicting how markets respond to global conflict is inherently uncertain, and short-term sector moves are often driven by sentiment as much as fundamentals. 

While capital may rotate into perceived "beneficiaries," there is no guarantee those trends will persist once conditions stabilise or new information emerges.

The post Which ASX ETFs are investors flocking to amidst volatility? appeared first on The Motley Fool Australia.

Recent market volatility has created opportunities in certain sectors, while long-term structural trends continue to support others. Exchange traded funds (ETFs) offer a simple way to gain exposure to these opportunities without needing to pick individual winners.

Here are three of the best ASX ETFs to consider buying this month.

Betashares Global Defence ETF (ASX: ARMR)

The first ASX ETF to consider in March is the Betashares Global Defence ETF.

This fund focuses on companies involved in global defence and security, an area experiencing powerful structural tailwinds. Governments around the world are increasing defence budgets in response to rising geopolitical tensions and long-term security challenges.

The Betashares Global Defence ETF holds major defence contractors such as Lockheed Martin (NYSE: LMT), RTX Corporation (NYSE: RTX), Palantir Technologies Inc (NASDAQ: PLTR), and Northrop Grumman (NYSE: NOC). It also includes locally listed DroneShield Ltd (ASX: DRO).

These companies benefit from multi-year government contracts and sustained investment in military technology.

Unlike many sectors that are tied closely to economic cycles, defence spending is often driven by national security priorities. That creates a long-term demand backdrop that could support earnings growth across the industry.

This fund was recently recommended by analysts at Betashares.

Betashares Nasdaq 100 ETF (ASX: NDQ)

Another ASX ETF worth considering in March is the Betashares Nasdaq 100 ETF.

This fund tracks the Nasdaq 100 index, which includes many of the world's most influential technology and innovation-driven companies. However, the tech sector has recently experienced a selloff amid concerns about artificial intelligence (AI) disrupting parts of the software industry.

For long-term investors, that weakness may present an opportunity. The fund's holdings include companies such as Nvidia (NASDAQ: NVDA), Apple (NASDAQ: AAPL), and Microsoft (NASDAQ: MSFT), as well as globally recognised brands like Starbucks (NASDAQ: SBUX) and Costco (NASDAQ: COST).

These companies are deeply embedded in global digital infrastructure, consumer platforms, and emerging technologies. If the Nasdaq stabilises, this fund could benefit from renewed investor confidence.

VanEck China New Economy ETF (ASX: CNEW)

A final ASX ETF to consider this month is the VanEck China New Economy ETF.

This fund focuses on China's new economy sectors rather than traditional state-owned industries.

China's economy is undergoing a long-term transition toward technology, consumer services, and advanced manufacturing. ETFs like this provide exposure to that shift, giving investors access to businesses positioned to benefit from evolving domestic demand and technological innovation.

It was recently recommended by analysts at VanEck.

The post 3 of the best ASX ETFs to buy in March appeared first on The Motley Fool Australia.

One theme that has attracted increasing attention is global defence and aerospace. 

For investors looking into that sector, there are now several ASX-listed defence ETFs.

Why global defence on the radar

Geopolitical tensions, strategic competition between major powers, and global conflicts have led to sustained increases in defence budgets across the US, Europe and parts of Asia. 

Countries are committing to multi-year procurement programs covering aircraft, missile systems, naval fleets, cybersecurity and space capabilities.

For investors, this can translate into long-duration revenue pipelines for major contractors.

This phenomenon is also happening here in Australia.

What constitutes defence?

For the average punter, a defence company might be one that manufactures weapons, military planes, navy ships etc. 

However modern defence is no longer limited to tanks and fighter jets. 

It now includes cybersecurity, artificial intelligence, satellite systems, autonomous vehicles and advanced electronics. 

Some ETFs tilt toward these next-generation technologies, giving exposure to both traditional defence primes and emerging defence-tech players.

It's also important to point out that defence contractors often operate under government contracts, which can provide relatively stable cash flows compared with cyclical sectors.

What are the best ASX defence ETFs?

For investors looking for exposure to this sector, right now there are three ASX ETFs to consider: 

• Betashares Global Defence ETF – Beta Global Defence ETF (ASX: ARMR)
• Vaneck Global Defence Etf (ASX: DFND)
• Global X Defence Tech ETF (ASX:DTEC). 

All three are global in scope – they invest predominantly in international defence and aerospace companies.

What's the difference?

The Betashares Global Defence ETF provides exposure to 60 companies which derive more than 50% of their revenues from the development and manufacturing of military and defence equipment, as well as defence technology. 

According to Betashares, it only holds global companies headquartered in NATO member and major NATO ally countries. 

This fund has risen 38% in the last year. 

The VanEck fund targets the largest global companies involved in aerospace & defence, research & consulting, application software and electronic equipment & instruments.

It currently includes 36 holdings and has risen roughly 51.8% in the last year. 

Unlike DFND and ARMR, which focus primarily on traditional global defence contractors, The Global X DTEC fund has a stronger tilt toward defence technology and next-generation systems. 

This includes cybersecurity, AI, advanced electronics and autonomous platforms – rather than just large military hardware manufacturers.

The Global X fund is up approximately 49% in the last year. 

Key considerations 

Defence ASX ETFs are still thematic and concentrated and can be sensitive to political developments and budget cycles.

These funds also typically carry higher fees than broad index ETFs.

All three of these funds come with management fees between 0.50% p.a. and 0.65% p.a. 

Finally, it's also worth noting the ethical considerations for some investors, who may wish to target returns elsewhere, not related to global conflict and military spending. 

The post What is the best global defence ASX ETF? appeared first on The Motley Fool Australia.

For many investors, exchange traded funds (ETFs) offer a cleaner, lower-maintenance way to build long-term wealth. With a single trade, you can gain exposure to entire regions, themes, or investment styles.

With that in mind, here are five fantastic ASX ETFs that could be worth buying and holding for years to come.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

The first ASX ETF that could be a buy is the Betashares Asia Technology Tigers ETF. It is an easy and effective way to access the digital transformation happening across Asia.

This fund includes major regional innovators such as Tencent (SEHK: 700), Alibaba (NYSE: BABA), and Baidu (NASDAQ: BIDU). These companies are deeply embedded in ecommerce, cloud computing, artificial intelligence, and digital payments across some of the world's fastest-growing economies.

Rather than relying solely on US tech giants, this fund gives exposure to businesses shaping how hundreds of millions of consumers interact online throughout China and broader Asia. As internet penetration, middle-class wealth, and AI adoption expand across the region, that structural growth story remains compelling.

Betashares Nasdaq 100 ETF (ASX: NDQ)

Another ASX ETF that could be a top buy and hold pick is the Betashares Nasdaq 100 ETF. It provides investors with exposure to the heavyweights of global innovation.

This includes companies such as Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), and Netflix (NASDAQ: NFLX). While best known for its technology tilt, the Nasdaq 100 also includes global consumer brands and platform businesses with enormous pricing power.

The common thread is scale. Many of these companies generate massive free cash flow and reinvest aggressively into research, infrastructure, and new products. Over long periods, that reinvestment has translated into earnings growth that outpaces broader markets.

Betashares Global Defence ETF (ASX: ARMR)

The Betashares Global Defence ETF provides investors with exposure to global defence and security spending.

Its holdings include companies such as Lockheed Martin (NYSE: LMT), Northrop Grumman (NYSE: NOC), and RTX Corporation (NYSE: RTX). As geopolitical tensions rise and governments commit to long-term military and cybersecurity budgets, defence spending has become less cyclical and more structural.

This fund was recently recommended by analysts at Betashares.

VanEck MSCI International Quality ETF (ASX: QUAL)

The VanEck MSCI International Quality ETF is built around the idea of owning a collection of high-quality companies.

The fund screens for businesses with high returns on equity, stable earnings growth, and low financial leverage. Current holdings include Meta Platforms (NASDAQ: META), Eli Lilly (NYSE: LLY), and Visa (NYSE: V).

These are companies that consistently convert revenue into profit and often dominate their industries. Quality investing does not chase hype. It focuses on balance sheets, margins, and durability. Analysts at VanEck recently recommended this fund.

Vanguard Australian Shares Index ETF (ASX: VAS)

The Vanguard Australian Shares Index ETF may be the most straightforward ETF on this list.

It tracks the broad Australian share market, giving exposure to companies such as BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), and CSL Ltd (ASX: CSL).

Owning this ASX ETF means participating in Australia's banking system, resource exports, healthcare innovation, and consumer economy all at once. It also provides access to the relatively attractive dividend yields that the local market is known for.

The post 5 fantastic ASX ETFs to buy and hold for 10 years appeared first on The Motley Fool Australia.

Concerns around artificial intelligence (AI) disruption, shifting software economics, and stretched valuations have created sharp swings across many tech-heavy portfolios. While some investors are happy to ride it out, others may prefer exposure to sectors less exposed to AI headlines.

Here are three ASX exchange traded funds (ETFs) that steer clear of heavy technology concentration and offer diversification into different parts of the global economy.

iShares Global Consumer Staples ETF (ASX: IXI)

Consumer staples are about as far from speculative tech as you can get.

The iShares Global Consumer Staples ETF invests in global household brands that sell everyday essentials. Its holdings include companies such as Procter & Gamble (NYSE: PG), Coca-Cola (NYSE: KO), and Walmart (NYSE: WMT).

These businesses generate revenue from products people buy regardless of market sentiment. Demand for groceries, beverages, cleaning products, and personal care items tends to remain steady through economic cycles.

In volatile markets, defensive earnings streams can provide stability. The iShares Global Consumer Staples ETF offers exposure to global brands with pricing power and resilient cash flows, without the heavy technology weighting seen in many broad market indices.

Betashares Global Defence ETF (ASX: ARMR)

Geopolitical tensions and rising defence budgets have pushed military spending higher across many developed nations.

The Betashares Global Defence ETF provides investors with exposure to global defence and aerospace companies such as Lockheed Martin (NYSE: LMT), Northrop Grumman (NYSE: NOC), and BAE Systems (LSE: BA).

These companies generate revenue from long-term government contracts and defence programs. Their earnings are influenced more by national security priorities than by developments in Silicon Valley.

While defence stocks can still experience volatility, their growth drivers are tied to structural government spending rather than consumer technology trends. This fund was recently recommended by analysts at Betashares.

Global X Battery Tech & Lithium ETF (ASX: ACDC)

The Global X Battery Tech & Lithium ETF focuses on stocks involved in lithium mining, battery production, and electric vehicle supply chains.

Holdings include Albemarle (NYSE: ALB), Tesla (NASDAQ: TSLA), and Contemporary Amperex Technology. The fund's performance is driven primarily by demand for electric vehicles, energy storage systems, and battery materials.

Lithium prices have been strengthening again amid renewed demand, and the long-term electrification trend remains intact. This theme is more connected to energy transition and industrial demand than to software or AI disruption fears. This fund was recently recommended by the team at Global X.

The post 3 top ASX ETFs that avoid the tech wreck appeared first on The Motley Fool Australia.