Comparing Thematic ETFs and Investor-Tracing ETFs Performance

Recently, thematic ETFs have shown impressive performance among small and medium-sized asset management companies. Hanwha Asset Management's 'PLUS Aerospace & UAM' ETF surged 89.5% over three months, claiming the top spot in overall ETF returns. NH-Amundi Asset Management and KB Asset Management's ETFs also ranked high with returns of 72.9% and 60%, respectively. Notably, NH-Amundi and Hanwha showed higher growth rates in net asset inflow since the beginning of the year, surpassing Samsung Asset Management and Mirae Asset Management. This performance is drawing attention to thematic ETFs benefiting from policy advantages in specific industries.
According to the Korea Exchange, the 'RISE Donghak Ant' ETF recorded a 32.3% return this year, outperforming the KOSPI index. This was achieved by investing in stocks that are actively bought by individual investors. In contrast, the 'WON K-Global Top Liquidity' ETF, which tracks foreign investor trends, posted a 12.89% return. Though both products focus on tracking specific investor groups, differences in investment strategy and timing lead to varied outcomes.
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“Theme-based ETFs are doing well”…Mid-sized management companies shine in performance - E-TodayIn three months, the PLUS Aerospace & UAM ETF grew by 90%, with NH·Hanwha surpassing top management companies in net asset growth rate. The competition in themes such as aerospace, semiconductors, and nuclear power is intensifying. ▲ Seoul Yeouido securities index direction
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