10 sectors to watch when Hillary Clinton or Donald Trump become president
Disruption factor: Defense spending
Market exposure: iShares US Industrials ETF (IYT), Vanguard Industrial ETF (VIS)
Ms. Clinton is viewed as being considerably more hawkish than President Obama, which bodes well for the defense-industry companies, as well as the overall industrial sector.
Mr. Trump has made national security one of his top priorities, which should benefit the defense companies in particular, and industrials in general.