Breakwave Dry Bulk Shipping ETF

BDRY

Börsenwert 26,7 Mio. $

The dry bulk segment was named my top pick for 2026, and CMB.TECH, J Mintzmyer's top pick in dry bulk, has delivered a 102.63% total return YTD. Dry bulk supply is tightening due to aging fleets, slow newbuild deliveries, and shipyard backlogs, supporting higher asset values and NAV.

Freight ETFs are surging as Middle East disruptions send tanker rates soaring, with BWET up over 3,700% YTD and shipping earnings at record levels.

Crude tankers offer a window trade: war premiums are real, structural tightness persists, but the order book closes the window by 2028. Dry bulk fundamentals improve beyond headlines; Capesizes lead, supporting a strong buy on Seanergy and a buy on Star Bulk.

Breakwave Tanker Shipping ETF  BDRY is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and has moved up 92.6% from its 52-week low price of $7.43 per share.

Tech and AI ETFs aren't the only ones surging this year. It has been a special year, and shipping ETFs like the Breakwave Dry Bulk Shipping ETF (NYSEARCA:BDRY) are up nearly 50% year-to-date due to a multitude of megatrends that are unlikely to change for the rest of the year.

Shipping ETFs are riding on elevated freight rates as Middle East disruptions reshape logistics, with BWET SEA posting strong 2026 gains.

Shipping ETFs like BWET surge as Hormuz blockade drives freight rates sky high, outperforming the S&P 500 amid war-fueled volatility.

The rise of Amplify ETFs is one of the more interesting stories in the U.S. ETF industry. Although it only launched its first ETF under that brand in 2016, its founder, Christian Magoon, was a well-known figure in the ETF space long before that.

Iran war reshaped Q1 markets: energy, shipping & lithium ETFs surged while tech and airlines lagged as inflation fears and oil shocks rattled sentiment.

Market predictions are not easy to make and looking at the YTD winners, there are some head-scratchers.  Let's take a closer look and make some sense out of the recent performance winners: wet and dry shipping; South Korea; and oil services ETFs.