Korean ETF Market: Strong Gains in AI & Semiconductors, Active KOSDAQ, and New Product Trends
In the first half of 2024, Korea's ETF market saw impressive performance from AI and semiconductor-themed products, attracting significant investor attention. The ACE AI Semiconductor TOP3+ ETF by Korea Investment & Trust Management delivered over 120% return year-to-date, driven by focused investments in companies like Samsung Electronics, SK hynix, and Hanmi Semiconductor, and its assets under management surged by 447%. Both semiconductor and KOSPI index ETFs have become key investment vehicles for experienced retirement fund investors, yielding high returns, while recent corrections in US AI and semiconductor ETFs underscore ongoing volatility in the sector.
As growth in large-cap semiconductor stocks slowed on KOSPI, investors have increasingly turned their attention to growth stocks and active KOSDAQ-based ETFs. Performance among KOSDAQ 150 active ETFs has varied by asset manager; Hanwha Asset Management's aggressive rebalancing has delivered notable outperformance, though some managers lag benchmarks, highlighting the importance of careful product selection for investors.
Meanwhile, new ETF products are quickly entering the market, led by Samsung Active Asset Management and Hana Asset Management. Samsung listed an ETF targeting the US robotics and physical AI sectors, while Hana introduced a second-generation hybrid bond ETF that combines exposure to KOSDAQ150 and short-term government bonds for both growth and stability. These hybrid products are gaining traction as stable assets in retirement pension accounts.
Additionally, space and aerospace-themed ETFs, buoyed by hopes of a SpaceX IPO, have experienced a sharp decline in returns amid falling prices of key constituents and increasing volatility risks, warranting investor caution.
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