Breakwave Dry Bulk Shipping ETF

BDRY

Market cap $37.5M

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.

IDGT, WCBR, UTES, BDRY, MKOR & RING led last week's ETF gains as AI rotation, Japan optimism, shipping strength and defensive demand drove standout performance.

Shipping stocks are quietly staging a comeback — and the underlying supply-demand setup suggests this cycle may have staying power. The Baltic Dry Index, a key benchmark for global shipping rates, has risen more than 60% from its 2023 lows, according to Baltic Exchange data, signaling a significant recovery in global shipping demand.

Natural gas, shipping and Meta-focused ETFs led last week as Fed jitters, cold weather and sector rotation drove gains.

Trump's sweeping new tariffs on Canada, the EU, and Mexico weight on markets slightly last week. However, crypto (i.e.

PLTY, KTEC, SETH, UNG and BDRY are included in this Analyst Blog.

Wall Street had a losing February in 2025 due to geopolitical tensions, tariff tantrums and pressure on tech stocks.