While the S&P 500 has stumbled roughly 6% year-to-date and growth-heavy benchmarks have fared even worse, a handful of ETFs are posting strong gains with little fanfare. The common thread is real assets, tangible commodities, and the kind of businesses that benefit when the world gets more uncertain.The Iran conflict that erupted in late February, culminating in a near-total disruption of traffic through the Strait of Hormuz, has reshaped the investment landscape in ways that extend well beyond crude oil. E ...