Prediction: SpaceX Will Be 19% of This Low-Cost Vanguard ETF Before the End of 2026
Written by Daniel Foelber for The Motley Fool -> SpaceX will be a top holding in the S&P 500 and Nasdaq-100. But it could dominate communication sector ETFs. SpaceX could become the second-most-va…
SpaceX could become the second-most-valuable communications stock, behind Alphabet. Even if you have zero interest in buying SpaceX when it goes publ
Read Full Story at Nasdaq News →Why This Matters
The potential inclusion of SpaceX in major ETFs like the S&P 500 and Nasdaq-100 would mark a seismic shift in how passive investment vehicles recognize private space companies. It signals Wall Street's growing comfort with valuing high-growth, non-public firms through the lens of liquid instruments, potentially unlocking billions in institutional capital for the space sector.
Background Context
SpaceX's valuation has soared amid its dominance in satellite launches and the Starlink constellation, but its private status has limited retail and institutional exposure. Meanwhile, ETF providers have historically been reluctant to include private companies, though recent innovations like special purpose acquisition vehicles (SPACs) have blurred lines between public and private markets.
What Happens Next
If SpaceX were added to major ETFs, competitors like Blue Origin or Rocket Lab would face immediate pressure to go public. Meanwhile, the move could accelerate a broader trend of space-related stocks gaining prominence in mainstream indices, reshaping sector allocations. Regulatory scrutiny over ETF inclusion criteria would likely intensify as well.
Bigger Picture
This development reflects the convergence of two trends: the privatization of space exploration and the democratization of investment into once-exclusive asset classes. As private space ventures mature, their integration into public markets could redefine traditional sector classifications, with aerospace and defense increasingly intertwined with telecommunications and tech.
