The Motley Fool compared space-and-defense ETF ARKX with airline-focused JETS: as of Sept. 18, 2026, their one-year returns were 17.4% and 9.8%, respectively; over four years, $1,000 grew to $2,364 in ARKX and $1,635 in JETS, whose fee is lower.
ARKX targets space, satellite and defense businesses; JETS covers commercial airlines, cargo operators and aircraft makers. Each fund holds 45 positions. Their expense ratios are 0.75% for ARKX and 0.6% for JETS; ARKX had no dividend yield, while JETS' trailing 12-month yield was 0.8%.
ARKX’s largest listed holdings were Space Exploration Technologies (10.99%), L3Harris (6.45%) and Kratos (6.06%); JETS’ were Southwest (11.05%), American Airlines (10.64%) and Delta (10.59%). Four-year maximum drawdowns were 25.5% for ARKX and 35.2% for JETS. The article says JETS’ concentration makes it sensitive to jet-fuel prices and travel demand, and describes ARKX’s holdings as including speculative bets.
