KIWOOM Asset Management's ETF Outperforms with Rebalanced Strategy
KIWOOM Asset Management's 'KIWOOM US S&P500 & Dividend Dow Jones Rebalance ETF' has gained attention for its exceptional returns compared to the market. With a year-to-date return of 4.05%, it outperformed the S&P500 index by 4.43 percentage points. This performance highlights the resilience of the dividend stock strategy amidst heightened volatility in AI-related stocks, drawing attention from investors.
The ETF diversifies investments in the S&P500 and the Dow Jones U.S. Dividend indices at a 75:25 ratio, aiming to increase the proportion of dividend stocks over time with a lifecycle strategy targeting 2040. This strategy is suitable for investors seeking stable cash flows and tax efficiency, especially noteworthy for its monthly dividends and effectiveness of a value-based strategy.
As volatility in growth stocks, amplified by concerns over AI companies' performance, becomes more pronounced, dividend stock strategies emerge as balanced alternatives considerate of long-term growth and retirement asset allocation. The ETF's performance is a testament to the effectiveness of these investment strategies in current market conditions. Post-2040, the initiative to increment the weight of dividend assets will progressively provide investors with a transition towards a more stable portfolio.
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