Data as of Oct 28, 2026.

Theme · 6 funds

Shipping and logistics ETFs

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See every shipping and logistics ETF by what it holds, not by its name. Funds that hold shipping lines, tanker and dry bulk owners, air freight operators and logistics companies. 6 funds, largest first. Updated Oct 28, 2026. The typical fund carries 34% of its weight in S&P 500 stocks, the 23rd most of the 53 themes with holdings on file.

The short answers
How many there are
6
US listed shipping and logistics ETFs, as of Oct 28, 2026.
The largest
U.S. Global Jets ETF, $959m.
The cheapest
Corgi Ports, Rail & Freight ETF, 0.35% a year.
Best one year total return
SonicShares Global Shipping ETF, +79.7%.
Least like the S&P 500
SonicShares Global Shipping ETF, 0.0% of its weight in S&P 500 companies.
Closest pair
46% of their weight in the same companies.

What these funds actually own

Between them the 6 funds' ten largest holdings name 45 companies, of which 12 appear in more than one.
More

United Parcel Service Inc is among the ten largest of 3 of them, at an average of 4.4% of the fund.

CompanyIn the top ten ofAvg weightLargest, and where
United Parcel Service Inc UPS3 of 64.4%4.8% in DOCK
FedEx Corp FDX3 of 64.1%4.5% in DOCK
International Seaways Inc INSW3 of 63.9%4.9% in SEA
Union Pacific Corp UNP2 of 68.9%9.0% in SHPP
CSX Corp CSX2 of 65.2%5.5% in DOCK
OOIL 3162 of 64.8%4.9% in SEA
SITC International Holdings Co 13082 of 64.8%4.8% in SEA
Canadian Pacific Kansas City L CP2 of 64.5%5.0% in DOCK
Wallenius Wilhelmsen ASA WAWI2 of 64.5%4.9% in SEA
Norfolk Southern Corp NSC2 of 64.4%5.0% in DOCK
Frontline PLC FRO2 of 64.4%5.3% in BOAT
Matson Inc MATX2 of 63.6%4.3% in BOAT
Amazon.com Inc AMZN1 of 612.5%12.5% in HULL
American Airlines Group Inc AAL1 of 611.3%11.3% in JETS
United Airlines Holdings Inc UAL1 of 611.1%11.1% in JETS

Shipping, aviation and logistics ETFs, the companies their ten largest holdings name. Source: each fund's latest SEC filing or its issuer’s own daily holdings file, read by ETFIQ.

How this is counted

The 15 most widely held of 45. Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.

Share already in the S&P 500
JETS
41.2%
BOAT
0.0%
SEA
9.0%
SHPP
34.8%
DOCK
53.3%
HULL
34.0%

Share of each fund's weight in S&P 500 companies. Above half, the fund is mostly the S&P 500.

One year total return, the 4 with a full year
JETS
+10.2%not measured
BOAT
+79.7%not measured
SEA
+54.4%not measured
SHPP
+22.9%+9.2 pts vs VOO

Dark line: the S&P 500 over the same days, +13.6%. Last column: the gap to each fund's own benchmark, in points.

The 6 largest shipping and logistics ETFs

ETFIQ covers 6 shipping and logistics ETFs. The largest are JETS ($959m), BOAT ($67m) and SEA ($18m); fees run 0.35% to 0.69%, as of .

  1. 1JETS$959m0.60%U.S. Global Jets ETF
  2. 2BOAT$67m0.69%SonicShares Global Shipping ETF
  3. 3SEA$18m0.60%U.S. Global Sea to Sky Cargo ETF
  4. 4SHPP$2.1m0.60%Pacer Industrials and Logistics ETF
  5. 5DOCK$770,0910.35%Corgi Ports, Rail & Freight ETF
  6. 6HULL$691,7820.35%Corgi Shipping & Global Logistics ETF

Every shipping and logistics ETF, largest first

Click a column to sort
Net assets

Points (pts) are percentage points.

Shipping and logistics ETFs
TickerFundIssuerNet assets ↓In the S&P 500Active shareTotal return 1Yvs its benchmark 1YFee
JETSU.S. Global Jets ETFU.S. Global$959m41.2%99.1%+10.2%not measured0.60%
BOATSonicShares Global Shipping ETFSonicShares$67m0.0%100.0%+79.7%not measured0.69%
SEAU.S. Global Sea to Sky Cargo ETFU.S. Global$18m9.0%99.7%+54.4%not measured0.60%
SHPPPacer Industrials and Logistics ETFPacer$2.1m34.8%99.0%+22.9%+9.2 pts vs VOO0.60%
DOCKCorgi Ports, Rail & Freight ETFCorgi$770,09153.3%98.8%first traded 175 days ago·0.35%
HULLCorgi Shipping & Global Logistics ETFCorgi$691,78234.0%96.0%first traded 175 days ago·0.35%
Shipping and logistics ETFs, as of Oct 28, 2026. Source: ETFIQ.JETSBOATSEASHPPDOCKHULL

How much of each pair is the same fund

The closest pair is DOCK and SHPP, which hold 46% of their weight in the same companies. The furthest apart is JETS and SHPP at 0%. The middle pair of the 15 is 11%.

JETSBOATSEASHPPDOCKHULLJETS
0%
0%
0%
0%
0%
BOAT
0%
35%
8%
5%
35%
SEA
0%
35%
20%
11%
25%
SHPP
0%
8%
20%
46%
17%
DOCK
0%
5%
11%
46%
29%
HULL
0%
35%
25%
17%
29%

Shipping and logistics ETFs, the share of each pair’s weight held in the same companies. Read across or down; the number is the same either way. Cells are shaded against the closest pair here, 46%. Source: each fund’s own filed or daily holdings, read by ETFIQ.

How to read the grid

Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.

What each fund holds alone

FundLargest holding only it hasWeightAll its own names
JETSAmerican Airlines Group Inc AAL11.3%
99.6%
BOATStolt-Nielsen Ltd SNI1.9%
5.9%
SEAWan Hai Lines Ltd 26153.9%
12.0%
SHPPSAP SE SAP10.2%
35.0%
DOCKWestinghouse Air Brake Technologies Corp WAB4.4%
22.4%
HULLAmazon.com Inc AMZN12.5%
20.0%

Shipping and logistics ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.

Questions people ask

How many shipping and logistics ETFs are there?
ETFIQ covers 6 US listed shipping and logistics ETFs as of Oct 28, 2026. That is every one it can measure from the fund’s own published holdings.
What is the largest shipping and logistics ETF?
JETS, U.S. Global Jets ETF, at $959m in net assets as of Jun 30, 2026, the largest of the 6 shipping and logistics ETFs with a published size.
What is the cheapest shipping and logistics ETF?
DOCK, Corgi Ports, Rail & Freight ETF, at 0.35% a year by its prospectus filed May 14, 2026, the lowest fee of the 6 shipping and logistics ETFs that publish one.
Which shipping and logistics ETF has performed best over the past year?
BOAT, SonicShares Global Shipping ETF, at +79.7% total return over the year to Oct 28, 2026, the highest of the 4 shipping and logistics ETFs with a full year of trading behind them. Past returns do not predict future ones.
What do shipping and logistics ETFs hold?
Funds that hold shipping lines, tanker and dry bulk owners, air freight operators and logistics companies. Between them the 6 shipping and logistics ETFs ETFIQ can read name 45 companies in their ten largest holdings, by holdings dated Jun 30, 2026 to Oct 28, 2026, most widely United Parcel Service Inc, which is among the ten largest of 3 of them.
Do shipping and logistics ETFs hold the same companies?
It depends which two. Across the 15 pairs of the 6 shipping and logistics ETFs with a full published book, by holdings dated Jun 30, 2026 to Oct 28, 2026, DOCK and SHPP hold 46% of their weight in the same companies, JETS and SHPP hold 0%, and the middle pair holds 11%. Two funds sold on one theme are not the same fund.
Where to next
Sources and dates
Fund holdings from SEC Form N-PORT and from the issuers’ own daily filessec.gov ↗
SEC EDGAR, full-text search of fund filingsefts.sec.gov ↗
SEC Form N-PORT, what a fund filed it holdssec.gov ↗
Rule 19a-1, what a distribution notice must sayecfr.gov ↗

Links are sources, not endorsements. Standards and sources →

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Shipping, aviation and logistics ETFs, one-year total return to Oct 28, 2026: BOAT +79.7%, SEA +54.4%, SHPP +22.9%, JETS +10.2%.
<figure style="margin:0;max-width:640px">
<a href="https://etfiq.com/themes/transport"><img src="https://etfiq.com/assistant/api/embed/theme/transport.svg" alt="Shipping, aviation and logistics ETFs, one-year total return to Oct 28, 2026: BOAT +79.7%, SEA +54.4%, SHPP +22.9%, JETS +10.2%." width="640" style="max-width:100%;height:auto"></a>
<figcaption style="font:13px/1.5 sans-serif">Shipping, aviation and logistics ETFs, one-year total return to Oct 28, 2026: BOAT +79.7%, SEA +54.4%, SHPP +22.9%, JETS +10.2%. Data: <a href="https://etfiq.com/themes/transport">ETFIQ</a></figcaption>
</figure>

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ETFIQ, Shipping and logistics ETFs, data as of Oct 28, 2026. https://etfiq.com/themes/transport

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