All in on $GRW and $SUPP ETFs?

I'm deep-diving into niche investment strategies and am particularly keen on sectors with robust cash flow metrics and significant growth trajectories.

Given the shifts due to deglobalization and the evolving dynamics in global supply chains, l've zeroed in on two ETFs that seem promising: $GRW and $SUPP.

1. $GRW (Global Compounders ETF): This ETF is all about targeting high-ROIC (Return on Invested Capital) companies with durable moats and sustainable earnings growth. These firms are adept at reinvesting their earnings at high rates of return, essentially compounding capital over time.

2. $SUPP (Supply Chain Logistics ETF): With the current reconfiguration of supply chains and increased emphasis on logistical resilience, $SUPP invests in pivotal players within the logistics and supply chain management sectors.

This ETF aims to leverage the increased capital flows into infrastructure and supply chain optimization amidst global trade recalibrations.

I'm looking for insights on the potential risk-return profiles of these ETFs and their alignment with current macroeconomic indicators. Are there particular volatility concerns or market conditions I should monitor with these investment themes?

Also, if you have other ETFs or securities in mind that align with these themes, please share!

Thanks for the insights!