4. SPDR S&P Kensho Smart Mobility ETF
The SPDR S&P Kensho Smart Mobility ETF (HAIL -1.75%) is set up to generally track the Kensho Smart Transportation Index, seeking out companies with products and services that are pushing transportation into the digital age. That includes investments in autonomous vehicles, drones, and next-generation transportation systems.
As of February 2026, the ETF had $20.8 million in assets under management. Its top holdings included:
- Dana (DAN -3.80%)
- Allegro MicroSystems (ALGM -2.50%)
- BorgWarner (BWA -1.84%)
- Red Cat Holdings (RCAT +2.19%)
- On Semiconductor (ON -6.54%)
Auto parts manufacturers made up 20.8% of the portfolio. Automakers accounted for 14%, semiconductors 12.5%, and electronic equipment makers accounted for 8.6%. Overall, 19 subsectors are represented in the ETF. The SPDR S&P Kensho Smart Mobility ETF has an expense ratio of 0.45%.
5. Direxion Daily Transportation Bull 3X Shares
The Direxion Daily Transportation Bull 3X Shares (TPOR -9.65%) ETF uses leverage to try to provide 3 times the returns of the Dow Jones Transportation Average Index. The strategy has a lot more potential upside than a traditional index-focused ETF, but also a lot more risk.
Leveraged ETFs can be risky and tend to be more expensive to own, which is true in this case. The ETF had about $14.4 million in assets in early 2026.
As of February 2026, the ETF's top five holdings were:
- Uber Technologies
- Union Pacific
- United Parcel Service
- United Airlines Holdings
- FedEx
Overall, 61% of the ETF was invested in ground transportation companies, while 20% was in air freight and logistics, 17% in airlines, and 1.6% in marine transportation. The Direxion Daily Transportation Bull 3X Shares has an expense net ratio of 0.97%.
6. SmartETFs Smart Transportation and Technology ETF
The SmartETFs Smart Transportation and Technology ETF (MOTO -1.95%) is designed to invest in the companies that will lead the evolution of transportation, including autonomous vehicles, flying taxis, electric powertrains, and transportation as a service.
By its nature, this is a much more tech-centric list of holdings than a traditional transportation ETF. Investors might consider it a good way to invest in industry innovation without tying too much capital to one speculative company.
The ETF has about $8 million in assets. As of February 2026, the ETF's top holdings included:
Technology and transportation made up 46% of the fund, while Smart Transportation accounted for 34%. The SmartETFs Smart Transportation and Technology ETF has an expense ratio of 0.68%.
