Trends in Domestic and Global ETF Markets: Analyzing Dividend and Defense ETFs' Performance
Recently, domestic high-dividend exchange-traded funds (ETFs) in South Korea have outperformed their U.S. counterparts. This success is attributed to the fact that major high-dividend stocks in Korea are less affected by tariffs, and shareholder returns have increased thanks to the government's value-up program. Notably, the 'SOL Financial Group Plus High Dividend' ETF has risen by 15.29% this year, more than doubling the growth rate of the KOSPI index, whereas the U.S. 'TIGER U.S. Dividend Dow Jones' ETF saw a decline of 9.81%.
Experts emphasize that domestic high-dividend ETFs will continue to be attractive, particularly in tax-advantaged accounts such as retirement pensions. These trends are expected to gain further momentum during the presidential election period. On the other hand, defense-related ETFs have taken the lead among the top-yielding ETFs, with 'PLUS K Defense' achieving a remarkable 113.87% return. This has been fueled by active fund inflows, especially from individual and foreign investors, with products heavily weighted towards Hanwha Aerospace showing significant gains.
Professionals advise that due to the potential volatility associated with thematic ETFs, investors should consider diversification strategies. In conclusion, domestic high-dividend and defense ETFs have demonstrated noteworthy performance in the current market, and investors need to carefully assess both their potential returns and associated risks.
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Customs Tailwind & Value Increase Benefits... K-Dividend ETF 'Skyrocketing'Customs Tailwind & Value Increase Benefits... K-Dividend ETF Skyrocketing, Domestic High-Dividend Product Overwhelms Leading US ETF, SOL Financial Holdings up by 15% this year, reaching twice the growth rate of KOSPI; other products also rise by over 10%. TIGER US Dividend down by 9%. With value increase, shareholder returns expanding, including financial and telecom stocks, benefiting from tariff war. Additional rise expected after the presidential election.
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