ITA vs ARKX: Can an Earthbound Aerospace ETF Outpace a Space Fund?

The article compares two aerospace and defense ETFs: ITA (iShares U.S. Aerospace & Defense ETF) and ARKX (ARK Space & Defense Innovation ETF). ITA offers lower fees (0.37% vs 0.75%), better 5-year returns ($2,117 vs $1,440 on $1,000 invested), and lower volatility, while ARKX provides active management with higher 3-year returns but greater risk. The analysis recommends ITA for investors seeking stability and longer-term performance.

11/12/2026, 5:00 PM • The Motley Fool

How These 5 Aerospace Stocks Earn Money Beyond New Plane Sales

The article highlights five aerospace companies that generate substantial recurring revenue from aftermarket services and parts, which can last decades. GE Aerospace benefits from its dominant LEAP engine position with a growing installed base. TransDigm and Loar Holdings use acquisition-driven strategies to control niche aerospace components. AAR Corp provides maintenance and repair services. RTX generates long-term aftermarket revenue from its Pratt & Whitney engine installed base. These companies offer stable, profitable business models beyond new aircraft sales.

11/11/2026, 7:30 PM • The Motley Fool

iShares U.S. Aerospace & Defense ETF vs. State Street SPDR S&P Aerospace & Defense ETF: These Defense ETFs Have a Surprising Difference Investors Should Know for 2027

The iShares U.S. Aerospace & Defense ETF (ITA) and State Street SPDR S&P Aerospace & Defense ETF (XAR) both provide exposure to military spending and commercial aviation, but differ significantly in their investment approaches. ITA concentrates heavily on industry giants like GE Aerospace, RTX, and Boeing, while XAR spreads investments more evenly across 50 companies using modified equal-weighting. For long-term investors, XAR appears to be the better choice due to its lower expense ratio (0.35% vs 0.37%), more balanced risk profile, and reduced dependence on a few major companies, though both funds face risks from defense budget uncertainty and aviation demand fluctuations.

11/09/2026, 5:30 AM • The Motley Fool

Honeywell Aerospace vs. GE Aerospace: Which Pure-Play Aerospace Stock Is the Better Buy Now That Both Stand Alone?

Following corporate breakups, GE Aerospace and Honeywell Aerospace are now standalone companies. GE Aerospace is outperforming with 16% revenue growth and strong services revenue (70% of sales), while Honeywell Aerospace is still transitioning with only 2% sales growth. GE Aerospace's larger market cap ($320B vs $50B) and established leadership make it the better choice for conservative investors, though Honeywell Aerospace may offer value as it stabilizes.

11/03/2026, 10:15 PM • The Motley Fool

The Midterms Are Tomorrow. Here's What History Says Defense Stocks Do in the 6 Months After a Midterm -- and the 2 I'd Buy First

Despite concerns about a Democratic sweep in the midterms potentially hurting defense stocks, historical data shows defense equities often recover within six months post-election. The article recommends GE Aerospace and RTX as top picks due to their significant commercial aerospace exposure, which provides a buffer against potential cuts to specific military programs. Large defense contractor backlogs tied to readiness, rearmament, and replenishment efforts remain bipartisan priorities.

11/02/2026, 8:58 AM • The Motley Fool

MISL vs. JETS ETFs: Defense Stability Versus Airline Cyclicality

The First Trust Indxx Aerospace & Defense ETF (MISL) and U.S. Global Jets ETF (JETS) both charge 0.6% expense ratios but differ significantly in risk and returns. MISL focuses on defense contractors with lower volatility (0.91 beta, 18.4% max drawdown), while JETS tracks airlines with higher volatility (1.30 beta, 48.3% max drawdown) but offers better dividend yield (0.9% vs 0.1%). MISL is better suited for risk-averse long-term investors, while JETS appeals to income-focused investors willing to tolerate cyclical airline industry exposure.

10/29/2026, 8:52 AM • The Motley Fool

RTX Has a $340 Billion Backlog and Trades at 32 Times Earnings. Is It the Best Defense Stock to Buy Right Now?

RTX Corporation, with a $340 billion backlog and strong recent results, is fairly valued compared to defense peers like Lockheed Martin and GE Aerospace. While the company's mix of commercial aerospace and defense businesses positions it well, valuation analysis suggests it trades at fair value rather than offering exceptional value, making it more of a long-term buy-and-hold rather than a compelling bargain.

10/27/2026, 3:22 PM • The Motley Fool

Lower Fees, Higher Growth: Why Cost-Conscious Aerospace Investors May Favor XAR Over PPA

XAR and PPA are aerospace and defense ETFs with different strategies. XAR uses a modified equal-weight approach with a lower 0.35% expense ratio and has delivered stronger 5-year returns (112% vs 81%), making it more appealing to cost-conscious investors. PPA uses market-cap weighting, has higher fees at 0.58%, but offers a higher dividend yield of 0.4% versus XAR's 0.2%.

10/23/2026, 1:31 PM • The Motley Fool

Should You Buy GE Vernova Stock With $1,000 Right Now?

GE Vernova, a manufacturer of wind turbines, natural gas turbines, and grid management solutions, has surged nearly 600% since its 2024 spinoff from GE Aerospace. Despite a recent lull since April, the article argues this presents a buying opportunity. The company's $176 billion backlog, driven by AI data center demand and broader electricity needs, supports durable long-term growth. With 80% of orders from traditional customers and only 20% from data centers, the growth outlook extends beyond AI trends. Analysts rate GEV a strong buy with a consensus price target of $1,199.47.

10/22/2026, 5:50 AM • The Motley Fool

Boeing's Turnaround Just Hit a Pivot Point. Here's What It Means for the Entire Aerospace Supply Chain.

Boeing's ramp-up of 737 MAX production to 52-57 aircraft per month is a critical pivot point for its turnaround and will significantly benefit its aerospace supply chain partners. CEO Kelly Ortberg confirmed the supply chain is in good shape, with production delays related to Boeing's own wing manufacturing rather than supplier issues. As Boeing clears pre-built inventory and reaches higher production rates in 2027, suppliers' revenue, cash flow, and profitability are expected to improve substantially.

10/22/2026, 2:30 AM • The Motley Fool

iShares Aerospace ETF vs Tema Space Innovators ETF

The article compares two aerospace ETFs: iShares U.S. Aerospace & Defense ETF (ITA) and Tema Space Innovators ETF (NASA). ITA offers broader exposure to established defense companies at a lower cost (0.37% expense ratio) with less volatility, while NASA provides focused, higher-risk exposure to commercial space companies with a 0.75% expense ratio. ITA is recommended for most investors seeking lower costs and stability, while NASA appeals to those specifically targeting space innovation despite greater volatility.

10/21/2026, 6:30 PM • The Motley Fool

The Defense ETF Duel: Old Guard Aerospace or Next-Gen Tech?

Invesco Aerospace & Defense ETF (PPA) and First Trust Indxx Aerospace & Defense ETF (MISL) offer different approaches to defense sector investing. PPA, the larger and more established fund with $7.4B in AUM, delivers higher dividends (0.4% yield) and lower volatility with traditional aerospace exposure. MISL, launched in 2022 with a more concentrated 39-holding portfolio, emphasizes next-gen defense tech including Palantir and SpaceX. Since 2022, PPA has outperformed with 117% total return (21.6% CAGR) versus MISL's 105% (19.8% CAGR), though both have slightly elevated expense ratios around 0.58-0.60%.

10/16/2026, 8:45 AM • The Motley Fool

GE Aerospace vs. Lockheed Martin: Which Stock Is a Better Buy in 2026?

GE Aerospace and Lockheed Martin represent two distinct aerospace investment strategies. GE Aerospace benefits from a commercial aviation boom with strong revenue growth (18.5% YoY), high margins (19%), and a $210B+ backlog. Lockheed Martin offers stability through defense contracts with 72% U.S. Government revenue, though slower growth (5.7% YoY) and higher leverage (3.2x debt-to-equity). The article recommends GE Aerospace for growth-focused investors seeking rapid cash generation, while Lockheed Martin suits those preferring steady, predictable dividend returns.

10/15/2026, 6:30 PM • The Motley Fool

Boeing's Secret Weapon Isn't on the Factory Floor -- It's in the Boardroom

Boeing's board of directors has significantly strengthened with the addition of experienced aviation and aerospace executives under new CEO Kelly Ortberg. The board now includes leaders like David Joyce (former GE Aviation CEO), Akhil Johri (former United Technologies CFO), and David Gitlin (former Collins Aerospace president). This expertise is positioned as crucial for Boeing's long-term turnaround, including developing next-generation aircraft while managing a $715 billion backlog and restoring its balance sheet.

10/14/2026, 8:30 PM • The Motley Fool

Stock-Split Watch: Is GE Vernova Next?

GE Vernova stock has surged sevenfold since its April 2024 spinoff from General Electric, trading above $1,000 per share. With a $176 billion order backlog, strong free cash flow generation ($5.1B in Q2), and expanding margins, the company's strong fundamentals have led analysts to speculate whether a stock split may be forthcoming. While stock splits don't change company value, they can signal management confidence and improve accessibility to retail investors.

10/13/2026, 11:37 AM • The Motley Fool