Korea ETF Market Sees Fierce Competition in Humanoid Robot and Physical AI Thematics
The Korean ETF market is witnessing heightened enthusiasm surrounding investments in physical AI and humanoid robotics. Asset management companies are adopting distinctive approaches, leading to intense competition around ETF performance.
KB Asset Management introduced the 'RISE Hyundai Fixed Physical AI' ETF with Hyundai Motor as its central holding, while Mirae Asset Management launched the 'TIGER Korea Humanoid Robot Industry' ETF, focusing on pure robotics companies and excluding Hyundai; this ETF has achieved approximately 50% return this year. Samsung Asset Management's 'KODEX Robot Active' ETF, which reduced exposure to Hyundai in favor of a larger allocation to Samsung Electronics, has so far delivered a 57% return, showcasing a differentiated investment strategy.
Investor interest is particularly high for Korea Investment Trust's 'ACE K Humanoid Robot Industry TOP2+' ETF. This fund posted an impressive 47.92% return within just one month of its listing. Notably, it allocates 20% each to Hyundai Motor and Robotis, investing across 15 leading domestic companies active in the humanoid value chain. Fund manager Jeon Jae-hee emphasized the effectiveness of focusing on core companies with technological leadership and strong global references during the formative stages of the industry. Hyundai benefits from global robotics capabilities via Boston Dynamics, and Robotis is gaining attention as a supplier to Tesla and BD.
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