ARKX vs. NASA ETF: Identical Fees, Different Space Strategies
Written by Erin Kennedy for The Motley Fool -> ARK Space & Defense Innovation ETF and Tema Space Innovators ETF both carry an identical 0.75% expense ratio. Tema's ETF manages $1.3 billion in asset…
ARK Space & Defense Innovation ETF and Tema Space Innovators ETF both carry an identical 0.75% expense ratio.
Tema's ETF manages $1.3 billion in assets under management (AUM) despite being the newer fund.
Comparing ARK Space & Defense Innovation ETF (NYSEMKT:ARKX) and Tema Space Innovators ETF (NYSEMKT:NASA) reveals two high-growth strategies with identical management fees but differing approaches to the burgeoning commercial space economy .
The space industry is no longer just the realm of government agencies; it is an expanding commercial frontier attracting significant private capital. Investors looking for exposure to this high-growth sector often compare the ARK Space & Defense Innovation ETF and the Tema Space Innovators ETF as they seek growth beyond Earth.
Cost is a wash between these two thematic options, as both funds carry an identical 0.75% expense ratio. This makes the choice for investors less about management fees and more about the specific sub-sectors and growth strategies each fund emphasizes.
Tema Space Innovators ETF is a dynamically managed fund that explores the commercialization of the global space industry, including satellite operations and launch services. Its investment professionals use fundamental research to identify companies with competitive strengths that derive substantial revenue from the space value chain. Its largest positions include Space Exploration Technologies (SpaceX) (NASDAQ:SPCX) at 20.14%, Rocket Lab (NASDAQ:RKLB) at 11.09%, and Viasat (NASDAQ:VSAT) at 6.18%. The fund holds 38 securities and was launched in 2026.
ARK Space & Defense Innovation ETF focuses on orbital and sub-orbital aerospace, including companies that lead in space exploration and defense innovation. It maintains a heavy sector concentration with industrials at 63%, followed by technology at 21%, and consumer cyclical at 9%. Its largest holdings include SpaceX at 9%, Kratos Defense & Security (NASDAQ:KTOS) at 7.41%, and L3harris Technologies (NYSE:LHX) at 7%. It manages a basket of 45 holdings and was launched in 2021. The fund seeks substantial capital appreciation by targeting domestic and international innovators.
For more guidance on ETF investing, check out the full guide at this link .
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