Hi everyone! This time, we're pressing pause on the ETF launch recaps (huge thanks to ETF Yourself and Outer Beach Conor ... for taking the lead on this series!) and diving back into some of the most interesting trends shaping the ETF market.
Here are 10 charts that caught my eye this week.
Corgi, the venture-backed fintech newcomer applying a Silicon Valley playbook to asset management, has taken the ETF industry by storm after launching more than 150 ETFs this year.
Its rapidly expanding lineup spans thematic, leveraged, buffered, factor, and other strategies, while its low-cost model aims to undercut established competitors on fees.
The aggressive approach has quickly made Corgi one of the most prolific ETF issuers of 2026.
As of July 7th, 2026, Corgi’s lineup has $840M in assets.
As AI labs and hyperscale data centers scramble for more chips, demand for semiconductors continues to surge. Investors are following the trend, pouring money into semiconductor ETFs and increasingly into niche strategies like Roundhill’s Memory ETF ($DRAM).
Roundhill's DRAM claimed the top spot, attracting ytd nearly three times as much flows as the semiconductor ETFs from VanEck’s SMH 0.00%↑ and iShares SOXX 0.00%↑. On the other end of the spectrum, bearish investors piled into Direxion's -3x semiconductor ETF, while newcomer Corgi also cracked the rankings with its EUV 0.00%↑ ETF , now the firm's largest fund among its 150+ ETF lineup.
ℹ️About DRAM:
The Roundhill Memory ETF (DRAM) is the first ETF dedicated exclusively to memory chip companies, targeting one of the biggest beneficiaries of the AI infrastructure boom.
The actively managed fund invests in 21 global companies involved in high-bandwidth memory (HBM), DRAM, NAND flash, and related technologies.
As of July 8, Samsung Electronics (26.0%), Micron Technology (25.7%), and SK hynix (23.5%) accounted for more than 75% of the portfolio.
Unlike broad semiconductor ETFs, DRAM provides pure-play exposure to memory producers and charges an expense ratio of 0.65%
DRAM is the fastest ETF to key AUM milestones, reaching $25B in just 84 days.
Triple-digit returns (+131% ytd) have propelled the fund to the top of Google searches and Reddit discussions, drawing in a wave of retail investors.
Semis and South Korea sums up the below list perfectly but clear outlier is BWET 0.00%↑
BWET, the Breakwave Tanker Shipping ETF, is the first ETF to provide pure-play exposure to crude oil tanker freight rates rather than oil prices.
The fund tracks futures tied to the cost of transporting crude oil, with most of its exposure concentrated in Very Large Crude Carriers (VLCCs), the giant tankers that move oil from the Middle East and the Americas to Asia.
The US-Israel-Iran conflict and the Hormuz blockade has upended global shipping routes, while broader geopolitical tensions have squeezed tanker supply.
The result has been a sharp rise in freight rates, catapulting BWET into the ranks of this year's best-performing ETFs.
What if you had put $10,000 into this ETF since inception on May 3rd, 2023 ? By July 7, 2026, it would have grown to $137,000, after peaking at $164,000 just two weeks earlier. Nice yeah?
Semiconductor and South Korea-focused ETFs are dominating this year’s performance leaderboard, and the overlap is hard to ignore.
Samsung Electronics and SK hynix, two of the world’s leading memory chipmakers, now make up roughly 57% of the KOSPI’s market capitalization after surging 116% and 222%, respectively, this year.
In other words, the AI memory boom has turned Korea into one of the market’s cleanest chip plays.
Investors are moving out of precious metal ETFs and into energy and diversified commodity funds as geopolitical tensions, rising prices, and the looming effects of El Niño keep commodity markets on edge.
Leading the multi-commodity category with $1.56 billion of inflows this year, the Harbor Commodity All-Weather Strategy ETF (HGER) offers diversified exposure to 24 commodity futures spanning energy, metals, and agriculture.
Rather than tracking commodities at fixed weights, the fund dynamically adjusts its portfolio based on inflation regimes, commodity scarcity, and futures roll yield, aiming to outperform traditional commodity indexes, especially during inflationary periods.
This newsletter is for informational purposes only and is not financial advice. The opinions expressed by any author or co-author are strictly their own and do not necessarily reflect the views of the publisher. We do not guarantee the accuracy of the information or calculations provided. It is essential to consult a qualified financial advisor before making any investment decisions. We are not responsible for any errors or omissions in the data. Investing in ETFs or any financial instrument involves risk, and you should conduct your own research. Past performance does not guarantee future results. By subscribing to this newsletter, you agree to these terms and conditions.
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