SonicShares Global Shipping ETF

BOAT

市值 US$1.31億

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.

The Breakwave Tanker Shipping ETF (NYSE:BWET) has been the trade of the year.

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

Put $100,000 into BWET on June 4, 2025, and you would have $2.13 million today. The setup is straightforward.

The SonicShares Global Shipping ETF (NASDAQ:BOAT) pays one of the more unpredictable distributions in the ETF universe, and shareholders pulling income from BOAT need to understand why.

The SonicShares Global Shipping ETF (NYSEARCA:BOAT) has quietly become one of 2026's most powerful outperformers, with shares near $42 after a 34% year-to-date gain and a 70% advance over the past 12 months.

The SonicShares Global Shipping ETF (NYSEARCA:BOAT) has become the cleanest way for income investors to play the Strait of Hormuz blockade, and the tape shows it.

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