Geopolitical Score 75 Bearish

ETF Winners & Losers of Q1 2026

Apr 02, 2026 15:00 UTC

XLE, LIT, XLF, XLK, VXZ

Immediate term

Geopolitical tensions in the Middle East drove significant sector rotation in Q1 2026, with energy and commodities ETFs outperforming as investors sought inflation hedges. The conflict in Iran spurred gains in energy, shipping, and lithium

Iran war caused significant market shifts in Q1 2026
Energy, shipping, and lithium ETFs surged while tech and airlines lagged

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