Space Portfolio Comparisons

Evaluating the Performance and Holdings of Space-Related Investment Vehicles

Performance

*Note: past performance is not indicative of future returns. The portfolio back-tests noted below contain very short time-frames and do not account for historical asset allocation or portfolio rebalancing. In some cases, alterations had to be made to each asset allocation given that some companies were not public in the years tested. Click the links for the full back-test for more information.

Key Takeaways:

Each Space Portfolio has seen generous returns since 2014, albeit with significant turbulence along the way.
The "newness" of the space industry makes portfolio back-testing difficult as many companies therein did not exist until very recently. This should be taken into account when evaluating the data below.
The expense ratios of both UFO and ROKT have a large and compounding degradation effect on each respective ETF's returns.

Link to full Portfoliovisualizer.com Back-Test

Composition

Key Takeaways:

UFO and ROKT have more holdings and are therefore more diversified than $PACE.
UFO and ROKT aim to track an index, and the compositions of each will change as the underlying indexes change.

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