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HULL - ETF AI Analysis

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HULL

Corgi Shipping & Global Logistics ETF (HULL)

Rating:63Neutral
Price Target:
HULL, the Corgi Shipping & Global Logistics ETF, earns a solid overall rating thanks to strong, diversified logistics and transportation holdings like Expeditors International and FedEx, which show robust financial performance, supportive technical trends, and strategic initiatives for growth. Amazon also adds strength through its expanding AWS and advertising businesses, though its premium valuation and short-term technical weakness, along with issues like high leverage and declining margins at Frontline, slightly temper the fund’s appeal. The main risk is the ETF’s concentration in shipping and logistics, which can make it more sensitive to economic cycles and sector-specific challenges.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the last few months, showing solid recent momentum.
Leading Logistics and Shipping Holdings
Many of the top positions in well-known shipping and logistics companies have shown strong performance, helping drive the fund’s returns.
Focused Yet Mixed Sector Exposure
While centered on industrials and shipping-related areas, the fund also includes exposure to energy, consumer, and technology names, adding some variety within its niche.
Negative Factors
High U.S. Concentration
With most of its assets in U.S. companies, the fund offers limited geographic diversification and is heavily tied to the U.S. economy.
Sector Concentration in Industrials and Energy
A large share of the portfolio is in industrial and energy-related businesses, which can make the ETF more sensitive to downturns in these areas.
Mixed Performance Among Top Holdings
Some major positions have shown weak or negative performance, which can offset gains from stronger holdings and add volatility.

HULL vs. SPDR S&P 500 ETF (SPY)

HULL Summary

HULL, the Corgi Shipping & Global Logistics ETF, focuses on companies that move goods around the world, mainly in the transportation and industrials space. It doesn’t track a traditional index, but instead follows the theme of global shipping and logistics, including shipping lines, ports, trucking, rail, air cargo, and logistics technology. Well-known holdings include Amazon and United Parcel Service (UPS). Someone might invest in HULL to gain growth-oriented exposure to rising e-commerce and global trade, while diversifying across many logistics players. A key risk is that it’s heavily tied to the shipping and transportation sector, so it can rise and fall sharply with the economy, fuel costs, and global events.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because this is a more specialized, actively managed fund focused on the global shipping and logistics sector.
What would affect this ETF?This ETF could benefit if global trade and e‑commerce keep growing, supply chains continue to modernize, and shipping and delivery companies like Amazon, UPS, and FedEx see stronger demand and improved efficiency. On the downside, it is heavily tied to transportation and energy, so it may be hurt by higher fuel costs, economic slowdowns that reduce shipping volumes, new environmental or trade regulations, and geopolitical tensions that disrupt key shipping routes.

HULL Top 10 Holdings

HULL is firmly anchored in global transportation, with a heavy tilt toward U.S.-listed logistics and e-commerce names. Amazon is a big swing factor here, but its recently lagging share price means it’s not pulling the fund as hard as it could. Traditional parcel giants like UPS and FedEx are also losing a bit of steam, weighing on returns. Offsetting that, freight forwarder Expeditors looks steady-to-rising, while tanker players like Frontline and International Seaways, plus shipper Matson, have been powering ahead, giving the ETF a strong tailwind from the seaborne trade side.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon12.19%$85.40K$2.74T13.54%
71
Outperform
United Parcel4.15%$29.05K$84.28B12.49%
72
Outperform
Expeditors International4.05%$28.36K$24.82B60.82%
80
Outperform
FedEx3.93%$27.53K$71.86B28.54%
79
Outperform
Frontline3.32%$23.23K$11.45B115.53%
70
Neutral
Old Dominion Freight3.12%$21.89K$35.87B26.22%
71
Outperform
Matson3.02%$21.13K$6.97B124.16%
77
Outperform
JB Hunt2.87%$20.13K$22.00B80.76%
67
Neutral
International Seaways2.76%$19.34K$5.51B131.14%
72
Outperform
CH Robinson2.74%$19.23K$17.88B14.08%
72
Outperform

HULL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.69
Positive
100DMA
200DMA
Market Momentum
MACD
0.38
Negative
RSI
59.87
Neutral
STOCH
69.79
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HULL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.39, equal to the 50-day MA of 26.69, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.38 indicates Negative momentum. The RSI at 59.87 is Neutral, neither overbought nor oversold. The STOCH value of 69.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HULL.

HULL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$701.41K0.35%
63
Neutral
$97.02M1.00%
69
Neutral
$9.20M0.35%
66
Neutral
$3.44M0.35%
52
Neutral
$773.50K0.35%
70
Neutral
$771.94K0.35%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HULL
Corgi Shipping & Global Logistics ETF
27.77
2.07
8.05%
FFND
Future Fund Active ETF
JOUL
Corgi High Voltage Grid Equipment ETF
BZZ
Corgi Drones & Urban Air Mobility ETF
DOCK
Corgi Ports, Rail & Freight ETF
AV
Corgi Aerospace & Commercial Aviation ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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