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The four dividend-paying defense funds to purchase are selling for a somewhat discounted prices after the Nov. 2 election when some industry stocks slid close to 30% due to the possibility of cuts in military spending. However, wary investors should consider a recent Citi Research that opined fear about drastic defense cuts seems overblown.
"Global defense spending as a percentage of gross domestic product (GDP) is likely to remain in line with current levels, given the geopolitical environment," Citi Research wrote. "Spending has been on the rise since 2015 as great power competition returned following the invasion of Crimea. In that same year, the United States stood up the Defense Innovation Unit as it looked to leverage nontraditional sources of technological advantage.
"And more recently, the conflicts in Ukraine and the Middle East have sharpened military and policymaker focus on defense spending. The combination of these factors has bolstered the outlook for legacy defense contractors and allowed a cadre of venture-backed companies to begin changing the face of the industrial base ecosystem. Simultaneously, deficits and debt have continued to expand across most Western economies, leading some to question the sustainability and prioritization of government spending."
Four Dividend-paying Defense Funds to Purchase in a Sea of Stocks
Investors have many choices among defense stocks but also can pick defense funds that offer some diversification within the sector due to the sheer number of holdings in each. Although the dividend yields of defense stocks and funds may seem modest, the payouts do enhance the total return.
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Four Dividend-paying Defense Funds to Purchase: PPA
The ETF with the highest returns compared to the others during most time periods rose 28.25% in the past year. That fund is Invesco Aerospace & Defense (PPA), which tracks the SPADE Defense Index, said Bob Carlson, a retired pension fund manager who heads the Retirement Watch investment newsletter. The fund rose 11.95% in the past six months, but fell 1.03% in the past three months and 4.12% in the last month. Income investors may like the fund's 0.6% dividend yield.
The fund's Top 10 holdings compose roughly 57% of its portfolio. The stocks in the fund tend to sell at lower valuations than the broad market indexes and pay higher dividends, continued Carlson, who also invented a proprietary IRA calculator to help investors assess whether it would pay off to convert such holdings into a Roth IRA.
Bob Carlson, head of Retirement Watch, talks to Paul Dykewicz.
PPA's top three positions and their respective weightings in the fund, as of Dec. 2, consisted of GE Aerospace (NYSE: GE), 7.59%, RTX Corp. (NYSE: RTX), 7.55% and Lockheed Martin Corp. (NYSE: LMT), 7.48%. Rounding out the fund's top five holdings and their weightings in the portfolio are Boeing Co. (NYSE: BA), 7.35%, and Northrup Grumman (NYSE: NOC), 5.50%.
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The lowest fees among the four dividend-paying defense funds to purchase are charged by iShares US Aerospace & Defense (ITA), which seeks to track the Dow Jones U.S. Select Aerospace and Defense Index. ITA is 100% invested in the industrials sector.
The fund recently owned 38 securities, and its 10 largest positions composed 76.4% of the portfolio.
ITA's top five positions recently were GE Aerospace (NYSE: GE), 17.61%, RTX (NYSE: RTX), 15.03%, Boeing Co. (NYSE: BA), 12.91%, TransDigm Group Inc. (NYSE: TDG), 4.65% and General Dynamics Corp. (NYSE: GD), 4.54%.
ITA is up 16.50% in the past year, but down 5.27% in the last three months and 5.27% in the past month. As a sweetener for income investors, the current dividend yield of ITA is 1.2%.
Chart courtesy of www.stockcharts.com
For investors who are willing to forgo dividends for now, two defense companies currently recommended in the Gilder's Moonshots advisory service portfolio offer the power of strategic innovation from groundbreaking partnerships to technological advancements, said futurist George Gilder.
"As we step into 2025, we're inspired by the transformative impact of ingenuity and determination -- especially in the face of headwinds the market has endured," Gilder's Moonshots concluded.
Paul Dykewicz meets with George Gilder, who heads Gilder's Technology Report.
Four Dividend-paying Defense Funds to Purchase: XAR
SPDR S&P Aerospace and Defense (XAR) tracks the S&P Aerospace & Defense Select Industry Index and also is 100% in the industrials sector. XAR recently had 32 holdings with 44.2% of the fund in the 10 largest positions. It also offers a current dividend yield of 1.4%.
SPDR S&P Aerospace and Defense (XAR) tracks the S&P Aerospace & Defense Select Industry Index and also is 100% in the industrials sector. The five largest holdings and their weightings in the fund recently were Rocket Lab USA Inc. (NasdaqCM: RKLB), 4.80%, Boeing Co. (NYSE: BA), 4.69%, TransDigm Group Inc. (NYSE: TDG), 4.47%, AeroVironment Inc. (NASDAQGS: AVAV), 4.38% and General Dynamics Corp. (NYSE: GD), 4.54%.
The fund zoomed 30.61% in the past year and 7.95% in the last three months, but dipped 1.16% for the past month. Its 10-year average annual return is 4.45%.
Chart courtesy of www.stockcharts.com
A key reason for XAR's surge in the past year is its top holding, Rocket Lab, a launch services provider that caters to small satellites. Rocket Lab lifted off to a 370.06% return in the past year.
The company is a current recommendation of Citi Research and a recent profitable pick of Jim Woods in his Bullseye Stock Trader advisory service. The stock rose 10.87% in 11 days after Woods recommended it to his Bullseye Stock Trader subscribers. He also recommended call options in Rocket Lab that have jumped 19.09% during the same short time.
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The fourth dividend-paying defense fund is Gabelli Commercial Aerospace & Defense (GCAD), which has been open only since early 2023. Similar to other Gabelli funds, GCAD is actively managed and does not try to track an index. It invests in income-producing securities in the aerospace and defense industry.
Recently, about 95% of the fund was in the industrials sector and the other 5% was in technology. It owned 26 stocks and had 52.7% of the fund in the 10 largest positions.
Chart courtesy of www.stockcharts.com
The five biggest holdings and their weightings in GCAD were Moog Inc. (NYSE: MOG.A), 6.35%, Spirit Aerosystems Holdings (NYSE: SPR), 6.30%, Boeing Co. (NYSE: BA), 6.21%, Ducommun Inc., 5.57% and Hexcel Corp. (NYSE: HXL), 5.50%.
"We can look back at 2024 with shock and awe at how well almost every sector has performed, despite the selloff at the end of the year," said Mark Skousen, PhD, who heads the Forecasts & Strategies investment newsletter and the Five Star Trader advisory service.
Mark Skousen, head of TNT Trader and scion of Ben Franklin, talks to Paul Dykewicz.
The four dividend-paying defense funds to purchase currently are available at reduced prices after a recent pullback. Investors who also are bargain hunters may decide now is the time to pounce as geopolitical risk rises throughout the world with Russia still at war with Ukraine, military action continuing in the Middle East and tensions building amid threats from China against other countries in Asia. | | | Sincerely,
Paul Dykewicz, Editor
DividendInvestor.com
| | About Paul Dykewicz: Paul Dykewicz is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of StockInvestor.com and DividendInvestor.com, a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul also is the author of an inspirational book, "Holy Smokes! Golden Guidance from Notre Dame's Championship Chaplain", with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter @PaulDykewicz. | | | | | |
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