

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 fund holds container, dry bulk, and tanker operators whose dividends rise and fall with global freight rates, and BOAT's quarterly payouts have ranged from pennies to multiple... BOAT's Unpredictable Dividends Returned 51% in One Year, But Income Comes With a Catch

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.

The Schwab US Dividend Equity ETF ( NYSEARCA :SCHD ) has been an excellent holding in the past few months, and it has undone many years of underperformance quite quickly.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.