Space ETFs Set for a Ride as Artemis II Goes Closest to the Moon
Artemis II's record-breaking mission boosts confidence in space plays, with ETFs like ARKX poised to benefit from the long-term industry growth trend.
Space ETFs Draw Attention as Billions Flow Into Low Earth Orbit
Space economy gains traction as billions flow into LEO, boosting space ETFs amid rising satellite launches, along with expanding commercial and defense demand.
ARKX: New Name, New Holdings
The ARK Space & Defense Innovation ETF is actively managed, targeting innovation in space and defense but suffers from opaque stock selection and frequent trading. ARKX has underperformed defense tech peers like SHLD, with performance hampered by high turnover and a 0.75% expense ratio. Recent shifts in warfare toward autonomous, low-cost drones support the fund's thematic focus, yet ARKX's execution and transparency remain concerns.
Defense ETF Opportunities Up in 2026: How Two ETFs Approach the Category
An unfortunate reality facing the world in 2026 is rising geopolitical risk. The year kicked off with a U.S. attack on Venezuela, with the Russian war in Ukraine entering a fifth calendar year.
Disruptive Theme of the Week: Hot Themes in the New Year
Someone asked me the other day, “What are the hot themes for the new year?” To start the year, we have seen some pretty impressive outsized performance from several key investment themes.
Space ETFs Look Set for Continued Lift-Off Following Record Year
ARKX and other space ETFs are riding a surge as the S&P Kensho Space Index posts a record year, fueled by rising investment and defense focus.
My 3 Top ETFs For The Coming US Defense Spending Supercycle
The US Department of War rules the skies. This aerial military supremacy has enforced the Trump Doctrine that has ended 8 international wars and kept US military casualties at zero.
Invest in Tomorrow's Space Economy With These ETFs
The space economy is taking off as innovation, SpaceX IPO buzz and Moon missions fuel sector growth. Here are ETFs to ride the sector's rapid growth and momentum.
ARKX: Aerospace And Defense Are Set Up For High Growth In 2026
ARK Space & Defense Innovation ETF offers exposure to high-growth aerospace and defense stocks, with a Buy rating reaffirmed after recent price pullback. Top holdings—Teradyne, Kratos Defense, and L3Harris—are benefiting from sector tailwinds like AI-driven semiconductor demand and robust defense contracts. Strong global defense spending outlook for 2026, with U.S. and EU budgets supporting industry growth and thematic catalysts in unmanned systems.
Space ETFs Poised to Boost Your Portfolio Gains
The S&P Kensho Space Index's stellar rally, fueled by record $3.5B in global funding, signals booming investor confidence in the space economy.
Space Exploration ETF (ARKX) Hits New 52-Week High
ARKX surges to a new 52-week high, soaring nearly 97% from its low as space exploration investments fuel momentum.
ARKX: High-Beta Growth May Maintain Momentum Into The September FOMC Meeting
ARK Space Exploration & Innovation ETF offers strong YTD returns and unique exposure to high-growth space and aerospace companies, but valuations are stretched and momentum-driven. Recent fund flows and high-Beta holdings suggest risk of volatility if momentum fades, especially in pre-revenue names like Archer Aviation. A likely Fed rate cut could further fuel momentum in high-risk assets, but concentration and valuation risks remain significant for ARKX holders.
