A Year Under New Administration: Two Country ETFs Outpace S&P 500 by Nearly 90%

Since the new administration took the helm a year ago, market dynamics have shifted dramatically. Two specific country-focused ETFs have emerged as the standout performers, posting gains that crush the S&P 500's trajectory by roughly 90 percentage points.

This divergence tells an interesting story. While the broad U.S. equity benchmark has delivered steady but moderate returns, these geographically-targeted funds have capitalized on distinct economic policies and regional tailwinds that the mega-cap index simply hasn't captured.

For crypto investors and macro watchers, this pattern matters. When traditional equity markets show this kind of dispersion—where certain bets dramatically outperform the consensus index—it signals that policy shifts are reshaping capital flows and investor sentiment in real time. The relative strength of these country ETFs suggests that markets are pricing in specific economic expectations tied to the current administration's direction.

Whether this momentum holds depends on how those policies continue to unfold. But one thing's clear: standing outside the S&P 500 narrative sometimes pays off handsomely.