Thematic Drone ETFs Flew High In January | ETF TrendsETF Trends is now VettaFi. Read More --Moving into February, advisors and investors can better understand which portfolio strategies and thematic exposures might be well-positioned this year.One investment theme that enjoyed a particularly prosperous January was the drone and unmanned aerial vehicle (UAV) industry. This can be observed through the performance of the [REX Drone ETF (DRNZ)]. As of January 30, 2026, the fund is up 14.92% year-to-date.The one ...

As seen in a How to Find Pure Play Approaches to Drone Technology webinar, a lot goes on behind the scenes when building an exchange-traded fund (ETF) — in this case, the REX Drone ETF (DRNZ). The majority of investors are only privy to the final product by way of a ticker symbol attached to a fund description with accompanying marketing material from a fund provider. The webinar offered a window into the ETF manufacturing process — something beyond what investors can simply get in a factsheet. In the webin ...

Thematic exchange-traded funds (ETFs) saw a resurgence in 2025, bringing growth opportunities in niche subsectors back into the spotlight. That said, some investment trends can be short-lived. Meanwhile, others offer secular trends with enduring investment horizons, such as drone technology. In the early frame of 2026, investors will want to position their portfolios to capture this long-term upside in the REX Drone ETF (DRNZ). In a webinar called How to Find Pure Play Approaches to Drone Technology, REX Sh ...

Core Insights - REX Shares has launched the REX Drone ETF (DRNZ), the first ETF specifically focused on the drone and unmanned aerial vehicle (UAV) industry [1] - The ETF tracks the VettaFi Drone Index, which includes both "pure play" and diversified drone companies [1][2] - The global drone market is projected to double over the next decade, indicating significant growth potential [4] ETF Structure - The index allocates 80% of its weight to pure-play firms, which derive at least 50% of their assets, revenue, or profits from drones or enabling technologies [2] - The remaining 20% is allocated to diversified firms that derive at least 20% of revenue from drones or UAVs, or are defense companies with dedicated drone R&D programs [2] - The ETF consists of a portfolio of 38 global stocks, with top holdings including AeroVironment Inc. (14%), DroneShield (10.6%), and Ondas Holdings (10.1%) [3] Market Context - DRNZ enters a competitive market with the recent launch of the Defiance Drone & Modern Warfare ETF (JEDI), which has gathered $24 million in assets [6] - JEDI has a broader focus on military technologies, while DRNZ specifically targets the growth of drones beyond military applications [8] - JEDI's top holdings include Palantir (7.8%) and AeroVironment (7.3%), indicating a different investment strategy compared to DRNZ [7] Expense Ratio - The REX Drone ETF charges an expense ratio of 0.65% [5]

Core Insights - REX Shares has launched the REX Drone ETF (DRNZ), marking the first fund to provide pure-play exposure to the drone industry [1] Company Developments - The introduction of DRNZ expands REX Shares' range of alternative ETF investment solutions [1] - The fund aims to capitalize on the growing demand and investment opportunities within the drone sector [1] Industry Trends - The drone industry is experiencing significant growth, driven by advancements in technology and increasing applications across various sectors [1] - The launch of DRNZ reflects a broader trend of financial products focusing on niche markets and emerging technologies [1]