(ITA) U.S. Aerospace & Defense - Overview

ETF Category: Industrials | Exchange: BATS (USA) | Market Cap: 13.715m USD | Total Return: 33.1% in 12m

Military Aircraft, Missiles, Satellites, Defense Electronics, Jet Engines
Total Rating 59
Safety 73
Buy Signal -0.14
Industrials
Category Rotation: +0.8
TER: 0.40%
AUM: 13.7B
Avg Turnover: 182M
Risk 3d forecast
Volatility23.8%
VaR 5th Pctl4.21%
VaR vs Median-1.56%
Reward TTM
Sharpe Ratio1.22
Rel. Str. IBD49.9
Rel. Str. Peer Group32.4
Character TTM
Beta0.824
Beta Downside0.681
Hurst Exponent0.586
Drawdowns 3y
Max DD15.82%
CAGR/Max DD1.79
CAGR/Mean DD9.21

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: ITA U.S. Aerospace & Defense

The iShares U.S. Aerospace & Defense ETF (ITA) tracks the performance of U.S.-based companies within the aerospace and defense sector. The fund maintains a concentrated, non-diversified portfolio, investing at least 80% of its assets in the component securities of its underlying index. To manage liquidity or track the index effectively, the fund may allocate up to 20% of its assets to derivatives, such as futures and options, or cash equivalents.

The aerospace and defense sector is characterized by high barriers to entry due to significant research and development costs and reliance on long-term government contracts. Business models in this space often benefit from multi-year backlogs, as defense spending is typically tied to national security budgets rather than short-term consumer trends. Investors looking for deeper fundamental insights into these individual holdings may find ValueRay useful for further analysis.

Headlines to Watch Out For
  • Pentagon defense budget appropriations drive long-term contract revenue for top holdings
  • Commercial aircraft delivery rates impact aerospace manufacturing margins and cash flow
  • Escalating geopolitical tensions increase global demand for advanced defense systems
  • Supply chain disruptions and labor shortages constrain aerospace production capacity
  • Federal interest rate shifts affect debt servicing costs for capital-intensive defense firms
What is the price of ITA shares?

As of May 23, 2026, the stock is trading at USD 223.15 with a total of 485,798 shares traded.
Over the past week, the price has changed by +3.73%, over one month by +2.84%, over three months by -6.53% and over the past year by +33.12%.

Is ITA a buy, sell or hold?

U.S. Aerospace & Defense has no consensus analysts rating.