There are exactly 3 ETFs built for Space X IPO: $NASA $ORBX & $UFO

SpaceX goes public in 11 days at a $1.8 TRILLION valuation and most portfolios have zero space exposure.

There are exactly 3 ETFs built for this sector:

$Tema Space Innovators ETF(NASA)$ , $Global X Space Tech ETF(ORBX)$ , and $Procure Space ETF(UFO)$ . Each one targets the space economy differently. I pulled apart all three so you know what you actually own. This is no longer a niche. And for most investors, the simplest way in is one of three ETFs built specifically for this sector. Each one approaches it differently. Here's what's inside.

$Tema Space Innovators ETF(NASA)$

The actively curated fund. Tema handpicks positions based on where they see the most innovation across the space economy.

Top holdings:

$Rocket Lab USA, Inc.(RKLB)$ 10.8%,

$Space Exploration Technologies Corp(SPCX)$ 10.2%,

$Planet Labs Pbc(PL)$ 6.1%,

$Intuitive Machines(LUNR)$ 5.9%,

$Firefly Aerospace Inc.(FLY)$ 5.5%,

$AST SpaceMobile, Inc.(ASTS)$ 4.8%,

$BlackSky Technology Inc.(BKSY)$ 4.1%.

This is the most growth oriented of the three. Heavy on pure play names, lighter on legacy telecom and satellite operators. The SpaceX pre IPO allocation makes it unique. If you want concentrated exposure to the companies actually building next generation space infrastructure, this is the fund doing the most active work to identify them.

$Global X Space Tech ETF(ORBX)$ : GLOBAL X SPACE TECH ETF The concentrated pure play fund.

Top holdings:

$Rocket Lab USA, Inc.(RKLB)$ 21.8%,

$Planet Labs Pbc(PL)$ 11.2%,

$AST SpaceMobile, Inc.(ASTS)$ 8.7%,

$Intuitive Machines(LUNR)$ 6.0%,

$Firefly Aerospace Inc.(FLY)$ 5.8%,

$Iridium(IRDM)$ 5.3%, $Viasat(VSAT)$ 4.4%, $Redwire Corp.(RDW)$ 4.1%. $Rocket Lab USA, Inc.(RKLB)$ 21.8% is more than double its weight in either of the other two funds.

The top three holdings alone account for over 40%. If Rocket Lab has a great quarter, this ETF moves. If it stumbles, same thing.

No legacy media. No tangential names. Every holding is directly tied to space operations, launch, or satellite technology.

$Procure Space ETF(UFO)$ : PROCURE SPACE ETF The revenue weighted, broader exposure play.

Top holdings:

$RKLB 7.1%, PL 6.5%, VSAT 5.9%, FLY 4.9%,

$MDA 4.8%, ASTS 4.8%, IRDM 4.6%, $Sirius XM(SIRI)$ 4.3%.

More evenly distributed. Tilts toward companies with established revenue streams like Viasat and MDA Space, not just high growth pure plays.

Also includes Sirius XM, which makes it the most diversified but the most diluted in terms of space purity. Less upside in a breakout. Less downside in a selloff. Now let me walk through the companies that show up across these funds.

FINAL THOUGHTS Each fund gives you a fundamentally different version of the space economy.

Tema Space Innovators is the active conviction bet with pre IPO SpaceX exposure and concentrated growth names. Global X Space Tech is the aggressive pure play where your performance lives and dies with Rocket Lab, Planet Labs, and AST SpaceMobile. Procure Space ETF is the broadest, most diversified take with revenue weighted allocation and established operators in the mix.

Across the sector: Rocket Lab's execution is in a different league. Intuitive Machines is quietly building one of the most impressive revenue trajectories in aerospace.

AST SpaceMobile is pricing in a future that hasn't arrived yet. And the defense side is underappreciated.

Golden Dome alone could be $1.2 trillion over 20 years, flowing directly to names like Rocket Lab, Redwire, and Viasat.