The Motley Fool
18 Jul 2026, 14:58 UTC · 4h ago
Which Aerospace and Defense ETF Is the Better Buy: iShares' ITA or First Trust's MISL?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
18 Jul 2026, 14:58 UTC · 4h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Governments in Europe and Asia are increasing defense spending at a pace not seen in a generation. — Increased national security budgets provide a direct, long-term revenue tailwind for the entire aerospace and defense sector.
+0.60The iShares U.S. Aerospace & Defense ETF (ITA) is heavily concentrated in traditional industrials, with GE Aerospace, RTX, and Boeing making up over 47% of its holdings. — High concentration in a few legacy giants increases the fund's sensitivity to the specific operational successes or failures of those three companies.
+0.30The First Trust Indxx Aerospace & Defense ETF (MISL) provides exposure to defense-related technology firms, including a significant position in Palantir (PLTR). — Diversification into tech-driven defense shifts the risk profile from traditional manufacturing to software and data analytics growth.
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ITA offers a lower expense ratio (0.38%) and higher dividend yield (0.50%) compared to MISL's expense ratio (0.60%) and yield (0.30%). — Lower costs and higher yields make ITA more attractive for cost-sensitive or income-seeking investors, though this has minimal impact on broader market prices.
+0.10Which stocks this story touches
Identified as a key component of the traditional defense industrial base seeing sector-wide tailwinds.
Mentioned as a top holding in two aerospace ETFs amid a global tailwind of increased defense spending.
Mentioned as a top holding in the ITA fund benefiting from national security budget growth.
Highlighted as a top holding in the MISL fund targeting defense-related technology firms.
[mutual] Both companies are identified as key components of the traditional defense industrial base and aviation industry.
[mutual] Both companies are identified as key components of the traditional defense industrial base and aviation industry.
[mutual] Both companies are identified as key components of the traditional defense industrial base and aviation industry.
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