# Shipping and logistics ETFs: 6 funds, largest first

> 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 Jun 30, 2026.

Data as of Oct 28, 2026. Rebuilt every trading night.

Data as of Oct 28, 2026 .

## Shipping and logistics ETFs

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.

6 US listed shipping and logistics ETFs

$959m The largest, JETS

0.35% The cheapest, DOCK

+79.7% Best one year, BOAT

### The short answers

Least like the S&P 500 BOAT , SonicShares Global Shipping ETF, 0.0% of its weight in S&P 500 companies. Closest pair DOCK and SHPP , 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. United Parcel Service Inc is among the ten largest of 3 of them, at an average of 4.4% of the fund.

| Company | Among the ten largest of | Average weight where it is | Largest, and in which fund |
| --- | --- | --- | --- |
| United Parcel Service Inc UPS | 3 of 6 | 4.4% | 4.8% in DOCK |
| FedEx Corp FDX | 3 of 6 | 4.1% | 4.5% in DOCK |
| International Seaways Inc INSW | 3 of 6 | 3.9% | 4.9% in SEA |
| Union Pacific Corp UNP | 2 of 6 | 8.9% | 9.0% in SHPP |
| CSX Corp CSX | 2 of 6 | 5.2% | 5.5% in DOCK |
| OOIL 316 | 2 of 6 | 4.8% | 4.9% in SEA |
| SITC International Holdings Co 1308 | 2 of 6 | 4.8% | 4.8% in SEA |
| Canadian Pacific Kansas City L CP | 2 of 6 | 4.5% | 5.0% in DOCK |
| Wallenius Wilhelmsen ASA WAWI | 2 of 6 | 4.5% | 4.9% in SEA |
| Norfolk Southern Corp NSC | 2 of 6 | 4.4% | 5.0% in DOCK |
| Frontline PLC FRO | 2 of 6 | 4.4% | 5.3% in BOAT |
| Matson Inc MATX | 2 of 6 | 3.6% | 4.3% in BOAT |
| Amazon.com Inc AMZN | 1 of 6 | 12.5% | 12.5% in HULL |
| American Airlines Group Inc AAL | 1 of 6 | 11.3% | 11.3% in JETS |
| United Airlines Holdings Inc UAL | 1 of 6 | 11.1% | 11.1% in JETS |

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.

### 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 Jun 30, 2026 .

- JETS U.S. Global Jets ETF $959m 0.60%

- BOAT SonicShares Global Shipping ETF $67m 0.69%

- SEA U.S. Global Sea to Sky Cargo ETF $18m 0.60%

- SHPP Pacer Industrials and Logistics ETF $2.1m 0.60%

- DOCK Corgi Ports, Rail & Freight ETF $770,091 0.35%

- HULL Corgi Shipping & Global Logistics ETF $691,782 0.35%

| Ticker | Fund | Issuer | Net assets | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| JETS | U.S. Global Jets ETF | U.S. Global | $959m | 41.2% | 99.1% | +10.2% | not measured | 0.60% |
| BOAT | SonicShares Global Shipping ETF | SonicShares | $67m | 0.0% | 100.0% | +79.7% | not measured | 0.69% |
| SEA | U.S. Global Sea to Sky Cargo ETF | U.S. Global | $18m | 9.0% | 99.7% | +54.4% | not measured | 0.60% |
| SHPP | Pacer Industrials and Logistics ETF | Pacer | $2.1m | 34.8% | 99.0% | +22.9% | +9.2 pts vs VOO | 0.60% |
| DOCK | Corgi Ports, Rail & Freight ETF | Corgi | $770,091 | 53.3% | 98.8% | first traded 175 days ago | · | 0.35% |
| HULL | Corgi Shipping & Global Logistics ETF | Corgi | $691,782 | 34.0% | 96.0% | first traded 175 days ago | · | 0.35% |

### 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%.

| | JETS | BOAT | SEA | SHPP | DOCK | HULL |
| --- | --- | --- | --- | --- | --- | --- |
| JETS | · | 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% | · |

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

| Fund | Largest holding it alone has | Weight | All of its own names |
| --- | --- | --- | --- |
| JETS | American Airlines Group Inc AAL | 11.3% | 99.6% |
| BOAT | Stolt-Nielsen Ltd SNI | 1.9% | 5.9% |
| SEA | Wan Hai Lines Ltd 2615 | 3.9% | 12.0% |
| SHPP | SAP SE SAP | 10.2% | 35.0% |
| DOCK | Westinghouse Air Brake Technologies Corp WAB | 4.4% | 22.4% |
| HULL | Amazon.com Inc AMZN | 12.5% | 20.0% |

### 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.

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### Sources

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Shipping and logistics ETFs, data as of Oct 28, 2026. https://etfiq.com/themes/transport
Licence: https://etfiq.com/license/ Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/themes/transport
