Jun. 3 at 10:19 PM
$NASA vs
$MARS - two actively managed space ETFs launched within weeks of each other, but the performance gap is already massive.
NASA Tema Space Innovators ETF has scaled to
$2.52B AUM, up +69% since inception, with a 0.87% fee. Top holdings include RKLB,
$MDA.X,
$ASTS, and even a SpaceX pre-IPO SPV exposure.
MARS Roundhill Space & Technology ETF sits at just
$110M AUM, flat since launch at -0.08%, with a 0.75% fee. More concentrated portfolio, similar core names like
$RKLB, ASTS, SATS, but no comparable upside driver yet.
Same sector, same narrative, very different capital flows. Right now the market is clearly rewarding scale, liquidity, and private-market access over tighter indexing.