Space ETFs: Three Different Ways to Invest in Space
The space economy is moving from government-led missions toward commercial markets. Satellites, orbital infrastructure, launch systems, communications, and space data are becoming investable themes rather than distant concepts.
NASA, UFO, and ORBX offer three different approaches.
$NASA Tema Space Innovators ETF is the active option. Its managers can rotate between established aerospace and defense companies, pure-play space names, and more speculative emerging opportunities. The fund has a 0.87% expense ratio and high implied volatility, which makes it more suitable for investors comfortable with thematic risk.
Main holdings:
$RKLB Rocket Lab — 10.71%
$SPCX SpaceX SPV — 10.24%
$PL Planet Labs — 6.05%
$LUNR Intuitive Machines — 5.97%
$FLY Firefly Aerospace — 5.50%
$ASTS AST SpaceMobile — 4.88%
$FTC.L Filtronic — 4.85%
$BKSY BlackSky — 4.07%
$UFO Procure Space ETF is the established passive route. It uses a tier-weighted index focused on companies generating the majority of revenue from space-related operations. This structure helps reduce exposure to broad industrial names with only limited space activity, while offering deeper liquidity and a more rules-based approach.
Main holdings:
$RKLB Rocket Lab — 7.11%
$PL Planet Labs — 6.54%
$VSAT Viasat — 5.95%
$FLY Firefly Aerospace — 4.98%
$MDA.TO MDA Space — 4.84%
$ASTS AST SpaceMobile — 4.82%
$IRDM Iridium — 4.60%
$SIRI Sirius XM — 4.32%
$ORBX Global X Space Tech ETF is the newest and more concentrated option, with $50M AUM. Launched in April 2026, it holds roughly 30 companies and leans heavily toward industrial space technology. Its large exposure to RKLB Rocket Lab shows the fund’s focus on launch systems, orbital transport, satellite communications, and space tourism.
Main holdings:
$RKLB Rocket Lab — 21.88%
$PL Planet Labs — 11.26%
$ASTS AST SpaceMobile — 8.69%
$LUNR Intuitive Machines — 6.02%
$FLY Firefly Aerospace — 5.82%
$IRDM Iridium — 5.27%
$VSAT Viasat — 4.39%
$RDW Redwire — 4.04%
NASA = active curation
UFO = revenue-weighted passive exposure
ORBX = concentrated pure-play space technology
For long-term investors, space ETFs may offer a way to participate in a growing commercial ecosystem. The key difference is not only the theme, but also fund structure, concentration, liquidity, and risk profile.
BREAKING: Claude can now watch videos for you!
You can plug in a YouTube, Tiktok or Instagram URL and let Claude break it down for you
Live now inside of Algrow
$37,000/month. $0.80 cost. $5,000 sale price. 624,900% margin
dead niches. high CPM markets. Claude analyzes 10 niches at once. ElevenLabs narrates. Premiere Pro renders.
video project: 2 mins → $5,000 check
> zero creative block
> zero manual labor
> just Claude and a Python nervous system
zero "editing" skills required. Claude automates the entire factory while you’re asleep.
Claude Codeがうまくいかない人は全員『Everything Claude Code』を見た方が良い。Anthropicハッカソン優勝者の設定集を使うと本番運用レベルの環境がすぐ手に入る。Vibe Codingで止まってる時も一気に跳躍できる。MCPを入れすぎると200k→70kに縮小するって知見も衝撃だった。