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PPA - ETF AI Analysis

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PPA

Invesco Aerospace & Defense ETF (PPA)

Rating:71Outperform
Price Target:
PPA, the Invesco Aerospace & Defense ETF, earns a solid overall rating largely because many of its biggest holdings—like General Dynamics, Honeywell, Northrop Grumman, RTX, and GE Aerospace—show strong financial performance, healthy backlogs, and positive earnings outlooks that support long-term growth. Boeing is a notable weaker spot due to profitability and leverage challenges, and several holdings face valuation and technical concerns, so investors should be aware that the fund is heavily exposed to the aerospace and defense sector, which can be sensitive to government spending and industry-specific risks.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month, three months, and year to date, indicating solid recent momentum.
Leading Aerospace & Defense Holdings
Top positions like Boeing, Lockheed Martin, and other major defense contractors have generally delivered positive year-to-date results, supporting the fund’s performance.
Large Asset Base
The fund manages a sizable pool of assets, which can help with trading liquidity and overall fund stability for investors.
Negative Factors
High Sector Concentration
With the vast majority of assets in industrials and a narrow focus on aerospace and defense, the ETF is heavily exposed to downturns in this single industry.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, offering very little exposure to other regions and their potential growth.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.

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

PPA Summary

PPA is the Invesco Aerospace & Defense ETF, which follows the SPADE Defense Index. It invests mainly in U.S. companies that build airplanes, weapons systems, and related technology for governments and airlines. Well-known holdings include Boeing and Lockheed Martin. Someone might invest in PPA to get focused exposure to the aerospace and defense theme, which can benefit from long-term defense spending and ongoing demand for air travel and technology. A key risk is that it is heavily concentrated in one sector, so its price can swing more than the overall market if defense or aerospace stocks fall out of favor.
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 firmly hitched to the U.S. aerospace and defense engine, with heavy exposure to industrial giants. Lockheed Martin, Northrop Grumman, and L3Harris have been steady climbers, helping pull the fund higher on the back of strong backlogs and defense spending. RTX and Honeywell are also contributing, though their momentum is more measured. On the flip side, GE Aerospace and Boeing have been lagging, acting like a bit of drag on the portfolio. While mostly U.S.-focused, Elbit Systems adds a small but notably strong international spark.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Boeing8.45%$711.84M$175.97B43.11%
54
Neutral
GE Aerospace8.07%$679.16M$328.00B72.06%
72
Outperform
RTX7.63%$642.27M$267.03B53.49%
74
Outperform
Lockheed Martin7.15%$602.23M$140.84B28.09%
70
Outperform
Northrop Grumman4.95%$416.82M$96.31B26.25%
76
Outperform
Honeywell International4.51%$379.65M$147.60B20.13%
77
Outperform
General Dynamics4.22%$355.73M$91.78B22.50%
80
Outperform
Howmet Aerospace4.14%$348.84M$101.85B104.99%
67
Neutral
L3Harris Technologies3.97%$333.92M$66.48B62.61%
70
Neutral
Parker Hannifin3.76%$316.73M$121.64B72.27%
79
Outperform

PPA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
175.11
Positive
100DMA
168.34
Positive
200DMA
158.99
Positive
Market Momentum
MACD
0.50
Negative
RSI
55.62
Neutral
STOCH
89.81
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 171.13, equal to the 50-day MA of 175.11, and equal to the 200-day MA of 158.99, indicating a bullish trend. The MACD of 0.50 indicates Negative momentum. The RSI at 55.62 is Neutral, neither overbought nor oversold. The STOCH value of 89.81 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
$8.47B0.58%
71
Outperform
$9.37B0.69%
72
Outperform
$7.63B0.09%
71
Outperform
$6.19B0.35%
67
Neutral
$2.01B0.08%
71
Outperform
$1.57B0.60%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PPA
Invesco Aerospace & Defense ETF
176.53
63.70
56.46%
AIRR
First Trust RBA American Industrial Renaissance ETF
VIS
Vanguard Industrials ETF
XAR
SPDR S&P Aerospace & Defense ETF
FIDU
Fidelity MSCI Industrial Index ETF
MISL
First Trust Indxx Aerospace & Defense 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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