Korean ETF Market: Construction, Semiconductors, and Thematic Growth amid Volatility
The Korean ETF market continues its rapid expansion. In the second week of April, construction-themed ETFs such as 'TIGER200 Construction' and 'KODEX Construction' posted impressive weekly gains of 21.83% and 20.95%, respectively, while the leveraged 'TIGER 200IT Leverage' ETF led with a 27.62% increase. Over the past month, these construction ETFs achieved returns of 39.92% and 36.52%, driven by eased geopolitical risk in the Middle East, expectations for reconstruction projects, and a ceasefire agreement between the US and Iran. However, investors should be cautious of potential volatility stemming from changes in the region’s situation.
The Korea Exchange will list five new ETFs managed by leading firms including Hana, Mirae Asset, Korea Investment Trust, and Samsung Active Asset Management. The new products target innovative sectors such as K-semiconductor leaders, the US space industry, and global AI memory semiconductor firms, offering broader access to cutting-edge industry growth. The exchange has also cautioned investors about potential additional costs associated with these new listings.
Meanwhile, newly launched KOSDAQ active ETFs have recorded double-digit losses in just one month, impacted by the Middle East conflict and specific corporate risks such as Samchundang Pharm. 'KoAct KOSDAQ Active' and 'TIME KOSDAQ Active' saw losses of -13.49% and -15.28%, though fund managers are employing differentiated strategies to mitigate further declines.
Mirae Asset’s 'TIGER ETF' lineup has surpassed KRW 25 trillion in net assets, leading growth in domestic thematic ETFs. The flagship 'TIGER Semiconductor TOP10' boasts KRW 10.15 trillion in assets by focusing on key semiconductor names, while 'TIGER Korea TOP10' has achieved an impressive 225% return over the past year, highlighting the appeal of concentrated yet diversified exposure to growth sectors.
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[ETF of the Week] Mirae Asset Management 'TIGER200 Construction' Up 21%, Ranked #1 in Growth Rate, KOSPI Index Also Strong - Business Post[ETF of the Week] Mirae Asset Management 'TIGER200 Construction' Up 21%, Ranked #1 in Growth Rate, KOSPI Index Also Strong
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Korea Exchange to List 5 New ETFs on the 14th - EdailyThe Korea Exchange announced on the 10th that it plans to list five ETFs (Exchange Traded Funds) from Hana Asset, Mirae Asset, Korea Investment Trust, and Samsung Active Asset Management on the KOSPI on the 14th. The first of these, Hana Asset Management's '1Q K-Semiconductor TOP2+', is a fund that invests in domestic listed companies with semiconductor-related sales.
Mirae Asset Global Investments, TIGER ETF Surpasses 25 Trillion Won in Domestic Stock Thematic Type - Edaily(Photo=Mirae Asset Global Investments) Mirae Asset Global Investments' 'TIGER ETF' has surpassed a net asset value of 25 trillion won in domestic stock thematic products, rapidly expanding its market dominance. According to the Korea Exchange on the 10th, as of the 16th of last month, the net asset size of the TIGER ETF's domestic stock thematic products was 25...
U.S.-Iran 'End of War Talks' Looming... Construction ETFs Heat Up - DailyanAs the United States and Iran approach their first ceasefire talks, the market's attention is drawn to the 'construction' theme. Domestic construction stocks have emerged as beneficiaries due to the 'Middle East reconstruction,' leading to capital inflows into related exchange-traded funds (ETFs). According to the Korea Exchange on the 9th, the recent one-month (from March 6 to April 8) return on 'KODEX Construction,' which invests in key domestic construction industry stocks, was recorded at 39.92%.
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“Might as well have invested in individual stocks”… Why is the KOSDAQ Active ETF performance like this? - Maeil Business NewspaperOne month performance report: 'double-digit loss,' losses twice as large as index-tracking products, impacted by war-related selling in Korea, Samchundang risk, restructuring of small and medium-sized stocks and parts/materials portfolio