HULL

Corgi Shipping & Global Logistics ETF

Corgi · $673,534 in assets, October 8, 2026

An actively managed ETF: Corgi's managers pick companies that own and run global shipping and logistics networks, moving goods by sea, through ports and over land.

HULL, the Corgi Shipping & Global Logistics ETF, is a $1 million ETF whose main story is the reshoring trade.

HULL · the ETFFRI OCT 2Market price total return
+8.4%Total return since launch, May 2026
16.0%Volatility since launch

The narrative it carries

Its main narrative, at 0.7 of its exposure.

The reshoring trade →

Infrastructure, critical metals and materials: what it takes to make more things at home.

The reshoring trade · the narrative this week
40.5QUIET level, 21 of 22
last four weeks
87ETFs carry it
59.1%held by the top five
PAVElargest holder, 18.5%
$70.0 bncapital, 15th of 22

The band is where this narrative’s level sits among the 22 this week. QUIET means less talked about, not falling.

Who owns the capital
PAVE 18.5%IGF 14.0%XLB 10.8%COPX 10.1%XME 5.7%82 other ETFs 40.9%59.1%top five
#ETFSHAREASSETS1 YEARCOST
1PAVE18.5%$13.36bn+13.5%0.47%
2IGF14.0%$10.07bn+3.9%0.37%
3XLB10.8%$7.78bn+10.9%0.08%
4COPX10.1%$7.25bn+45.1%0.65%
5XME5.7%$4.09bn+9.7%0.35%
82 other ETFs40.9%
HULL: 0.0%

Share is each ETF’s slice of the capital carrying this narrative. 1 year is market price total return; cost is the expense ratio. See all 87 ETFs on the narrative page →

Also carries: The trade-war tax →

Retailers, brands and US manufacturers: the companies that pay tariffs or are protected by them.

Exposure 0.3 · level 43.1 WARM, 16th of 22 · HULL holds 0.0% of its capital

FRI OCT 2MARKET PRICE TOTAL RETURN

1M3MYTD1Y3Y*5Y*
HULL+2.8%+11.6%––––
The reshoring tradeits narrative−4.9%−3.8%+9.5%+14.5%+20.1%+12.7%
The marketbroad US ETFs+0.8%+2.6%+14.6%+16.8%+22.9%+12.9%

1M, 3M, 1Y, 3Y, 5Y: one month to five years. YTD: year to date. * A year, annualised. A dash means the ETF has not traded for the whole period. Since it started trading on May 6, 2026: +8.4%.

$10,000 invested May 31, 2026

HULL $11,029The reshoring trade $9,402The market $10,186
$0$10,000$20,000May 2026$0$10,000$20,000May 2026

Total return on the market price, with each distribution reinvested on its ex-date. Not the NAV return the issuer publishes; the two differ when the ETF trades above or below the value of its holdings. The narrative is the asset-weighted return of the unlevered ETFs that carry it. The market is the asset-weighted return of broad US index ETFs. Past performance is no guarantee of future results.

Common questions

What story is HULL selling?

HULL’s main story is the reshoring trade, which covers infrastructure, critical metals and materials: what it takes to make more things at home. Its second is the trade-war tax.

Run an ETF in the reshoring trade? StoryVector shows issuers where their ETFs stand against the closest rivals, every week.

Request a pilot
Narrative figures are from the weekly board. Performance is market price total return as of October 2, 2026. Assets are StoryVector’s weekly figure. Classification and measurement. Not investment advice. How the measurement works →