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As the Iran conflict is projected to be prolonged, SHLD, an ETF investing in US defense industry companies, has seen a sharp rise. Major defense stocks like Lockheed Martin and Palantir are drawing attention.

Prolonged Iran Conflict Spurs Surge in US Defense Industry ETFs

Amid projections of a prolonged Iran conflict, exchange-traded funds (ETFs) holding shares of US defense industry companies are seeing their values rise. Notably, the SHLD ETF has surged, attracting significant investor interest. This trend reflects market expectations that deepening geopolitical instability in the Middle East will lead to an expansion of the defense industry market.

Key Defense Companies and Related ETF Trends

The SHLD ETF includes shares of major global defense industry companies such as Lockheed Martin and Palantir. These companies are expected to benefit from a prolonged conflict and are receiving high valuations in the stock market. In addition to SHLD, other defense and related technology ETFs like ITA, XAR, and ARKX are also gaining attention, with geopolitical risks acting as a critical variable in investment portfolios.

*Source: Korea Economic Daily (2026-03-09)*

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