AI and Power Infrastructure Thematic ETFs Dominate; Bio and Long-Term Bond ETFs Lag
In April, the ETF market saw artificial intelligence (AI) and power infrastructure-themed funds deliver outstanding returns. Notably, Samsung Asset Management's KODEX AI Power Core Equipment ETF topped the charts with a 79.66% return for the month and surpassed 500% in annualized returns, overtaking even semiconductor-related ETFs. An investment surge in AI data centers has driven demand for power infrastructure stocks such as LS Electric, Hyosung Heavy Industries, and HD Hyundai Electric, which have led the rally. Individual investors poured a total of KRW 1.1758 trillion into the KODEX AI Power Core Equipment and TIGER Korea AI Power Equipment Top 3 Plus ETFs over the past month, pushing their respective returns to 100.42% and 93.50%.
In contrast, Bio/Healthcare and US 30-year Treasury-related ETFs underperformed during the same period. The sharp decline in Samchundang Pharm, a major Korean bio company, notably dragged down the sector. Analysts highlighted the impact of settlement balance momentum, which could further support ETF gains, but also warned of overheating risks due to the ETFs' rapid ascent, emphasizing the need for investor protection. Overall, as market leadership swiftly pivots to AI and power infrastructure themes, effective risk management amid heightened volatility is becoming increasingly essential for investors.
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