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Behind the Markets
Bonus News from MarketBeat Media
2026's ETF Boom Is Approaching 2,000 Launches: Watch These 3Author: Nathan Reiff. First Published: 10/19/2026. 
Key Points
- The Roundhill Memory ETF has attracted substantial assets since launching in April, although its concentrated exposure to memory stocks brings considerable volatility.
- The Tema Space Innovators ETF gives investors exposure to the growing space industry, including significant positions in SpaceX and Rocket Lab.
- The Roundhill HALO ETF focuses on businesses with substantial physical assets that may be less vulnerable to AI disruption.
- Special Report: Do NOT Buy SpaceX – Do This Instead
The exchange-traded fund (ETF) universe continues to expand, with net inflows topping $1 trillion in the first half of the year. Investors have an ever-growing number of options thanks to a flood of new funds entering the market: Nearly 2,000 new ETFs launched during the first three quarters of 2026. It's understandable that some investors may choose to avoid brand-new ETFs altogether, given that these products are often less popular—and therefore less liquid—and rely on unproven strategies. However, focusing solely on long-standing funds also risks missing potentially rewarding opportunities. The three funds below launched in recent months and either have gained early momentum or have the potential to thrive in the current market environment. DRAM: One of the Most Successful ETF Launches of All Time
The Roundhill Memory ETF (BATS: DRAM) is among the fastest-growing ETFs of all time in terms of its asset base. In just six months, it ballooned to nearly $23 billion in managed assets and has attracted massive trading volume, with a one-month average of more than 28 million shares. The fund is up more than 80% since launching in April 2026. DRAM's exceptional success is perhaps the clearest evidence that new ETFs can thrive, and it likely comes down to the fund's theme and the timing of its launch. The fund emerged as a popular choice amid a serious and ongoing shortage of memory hardware, driven by intense demand from AI buildouts, inflation and other factors. The fund has a distinct advantage in that it beat its primary rival, the Tema Memory ETF (NYSEARCA: DISK), to market and has significantly outperformed its competitor so far. DISK's poor showing this year, with a decline of about 42% since launch, demonstrates that a thriving industry does not necessarily mean all ETFs in that space will perform equally well. DRAM focuses heavily on just two companies—Korea's Samsung Electronics (OTCMKTS: SSNLF) and SK hynix (NASDAQ: SKHY)—while DISK takes a somewhat broader approach. DRAM also offers a more compelling expense ratio: At 0.65%, it is 10 basis points lower than its rival's. NASA: The Anticipation of Future Growth Is a DriverThough Tema's memory-focused fund has not drawn significant investor attention so far, its space-focused alternative, the Tema Space Innovators ETF (NYSEARCA: NASA), has been more successful during its first several months of trading. NASA has gathered more than $1.1 billion in managed assets and has also accumulated healthy trading volume. The fund takes an international approach to space stocks across 42 holdings, though it has particularly large positions in Rocket Lab USA Inc. (NASDAQ: RKLB) and SpaceX (NASDAQ: SPCX). Because the shares of both companies have declined overall this year, NASA has also fallen during that time. Investors drawn to NASA now may be more interested in the long-term benefits of investing early in the space industry than in current returns. The global space economy is expected to triple over the next nine years, reaching $1.8 trillion in size. NASA's focus on the industry is suitably broad but also adaptable, thanks to the fund's actively managed structure. Though its 0.75% expense ratio is high, particularly given its performance history so far, the fund's real appeal may lie in its potential as a vehicle for investors who are extremely bullish on space as an industry in the years to come. LOHA: A Unique Approach to the AI ThreatConcerns are mounting across sectors about how AI may disrupt existing industries and businesses. This puts investors in the difficult position of having to guess which companies may be best able to adapt to new conditions. The Roundhill HALO ETF (BATS: LOHA) aims to provide a solution by focusing on companies with heavy assets and low obsolescence (HALO) risk. The companies in this fund are centered around sizable physical asset bases, including machinery, mining, energy infrastructure and similar assets, as well as regulated frameworks, long-term contracts and other signals that demand may remain stable despite AI. In total, this means a significant investment in industrial names, with additional emphasis on consumer staples and discretionary stocks, materials and energy. LOHA has climbed about 2% overall since launching in May, although that gain comes after a multweek pullback in late summer. Managed assets and trading volume remain low, but if the fund can demonstrate success amid AI-related disruption, investors may be willing to accept its 0.35% expense ratio for the stability its portfolio can provide. . |
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