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PPA - ETF AI Analysis

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PPA

Invesco Aerospace & Defense ETF (PPA)

Rating:67Neutral
Price Target:
PPA, the Invesco Aerospace & Defense ETF, has a solid overall rating, reflecting a portfolio led by strong industrial and defense names with healthy financial performance and robust backlogs. Key holdings like General Dynamics, Northrop Grumman, Parker Hannifin, RTX, and GE Aerospace support the fund’s quality through strong earnings, cash flow, and positive outlooks, while weaker names like Boeing, with its financial challenges and program delays, may weigh on the rating. The main risk factor is the fund’s concentration in the aerospace and defense sector, which makes it sensitive to government spending trends, valuation pressures, and sector-specific issues such as supply chain disruptions and policy changes.
Positive Factors
Strong Aerospace Leaders in Top Holdings
Several of the largest positions, such as GE Aerospace, General Dynamics, Howmet Aerospace, and Parker Hannifin, have shown strong year-to-date performance, helping support the ETF’s overall returns.
Focused Exposure to Aerospace & Defense
The fund’s heavy tilt toward industrial companies in the aerospace and defense industry gives investors targeted access to a specialized area that can benefit from steady defense and aviation spending.
Large Asset Base
The ETF manages a sizable pool of assets, which can help with trading liquidity and make it easier for investors to buy and sell shares.
Negative Factors
High Sector Concentration
With most of the portfolio in industrials and very limited exposure to other sectors, the fund is heavily tied to the fortunes of the aerospace and defense industry.
Mixed Performance Among Top Holdings
Some major positions like Boeing, Northrop Grumman, and L3Harris Technologies have shown weak year-to-date performance, which can drag on the fund’s results even as other holdings do well.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the gross return is used to cover fees instead of going to investors.

PPA vs. SPDR S&P 500 ETF (SPY)

PPA Summary

The Invesco Aerospace & Defense ETF (PPA) is a fund that tracks the SPADE Defense Index, focusing on companies tied to aircraft, defense systems, and related technology. It mainly holds U.S. industrial and tech firms that benefit from government defense spending and ongoing demand for aerospace innovation. Well-known holdings include Boeing and Lockheed Martin. An investor might choose PPA to get targeted exposure to the aerospace and defense theme, which can add diversification and potential long-term growth to a portfolio. However, it can be volatile and may rise or fall with changes in defense budgets and overall market conditions.
How much will it cost me?The Invesco Aerospace & Defense ETF (PPA) has an expense ratio of 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because it is a sector-focused ETF that requires active management to track the SPADE Defense Index and maintain exposure to specialized companies in aerospace and defense.
What would affect this ETF?The Invesco Aerospace & Defense ETF (PPA) could benefit from rising global defense budgets and advancements in aerospace technology, as governments prioritize national security and innovation. However, it may face challenges from potential defense spending cuts, geopolitical tensions, or regulatory changes that impact major U.S.-based defense contractors like Boeing and Lockheed Martin, which are among its top holdings.

PPA Top 10 Holdings

PPA is essentially a bet on U.S. aerospace and defense heavyweights, with names like Lockheed Martin, RTX, General Dynamics, and Howmet Aerospace doing most of the lifting as their stocks have been rising on strong backlogs and steady defense spending. Boeing, by contrast, is still limping along, and Northrop Grumman and L3Harris have seen more mixed momentum, occasionally tugging on returns. With almost all exposure tied to U.S.-based industrial and defense contractors, this fund is tightly focused on the military-industrial engine rather than broader global markets.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
RTX8.14%$690.64M$290.06B37.66%
74
Outperform
Boeing7.22%$612.87M$170.83B5.01%
54
Neutral
GE Aerospace7.10%$602.19M$373.60B33.56%
72
Outperform
Lockheed Martin6.51%$552.01M$134.49B38.37%
70
Outperform
General Dynamics4.82%$409.07M$103.74B22.27%
80
Outperform
Northrop Grumman4.68%$397.06M$77.07B-7.00%
76
Outperform
Howmet Aerospace4.42%$375.12M$112.93B58.06%
67
Neutral
Honeywell Aerospace4.02%$340.84M$65.51B
L3Harris Technologies3.74%$317.37M$51.59B-0.07%
70
Neutral
Parker Hannifin3.67%$311.62M$123.13B38.73%
79
Outperform

PPA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
173.89
Positive
100DMA
171.82
Positive
200DMA
167.99
Positive
Market Momentum
MACD
1.26
Negative
RSI
65.05
Neutral
STOCH
86.43
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PPA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 173.45, equal to the 50-day MA of 173.89, and equal to the 200-day MA of 167.99, indicating a bullish trend. The MACD of 1.26 indicates Negative momentum. The RSI at 65.05 is Neutral, neither overbought nor oversold. The STOCH value of 86.43 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PPA.

PPA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$8.48B0.58%
67
Neutral
$8.13B0.09%
71
Outperform
$5.94B0.35%
67
Neutral
$2.29B0.08%
70
Outperform
$2.23B0.38%
71
Outperform
$1.95B0.38%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PPA
Invesco Aerospace & Defense ETF
183.47
36.70
25.01%
VIS
Vanguard Industrials ETF
XAR
SPDR S&P Aerospace & Defense ETF
FIDU
Fidelity MSCI Industrial Index ETF
IYT
iShares US Transportation ETF
IYJ
iShares U.S. Industrials ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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