Semiconductor ETFs: Strong Returns and New Launches Attract Investor Attention
The domestic semiconductor ETF market is garnering increased interest due to new product launches and significant differences in returns. Korea Investment Management has strengthened its semiconductor ETF lineup, focusing on structural growth with global and AI-specialized funds. The 'ACE Global Semiconductor TOP4 Plus ETF', 'ACE AI Semiconductor TOP3+ ETF', and 'ACE Global AI Customized Semiconductor ETF' target global leaders, high-growth domestic sectors, and next-generation AI chips, balancing stability and growth potential.
Performance divergences among semiconductor ETFs have been notable, mainly depending on the weighting of Samsung Electro-Mechanics. Soaring demand for advanced substrates in AI servers led to a sharp rally in Samsung Electro-Mechanics, with ETFs heavily weighted in the stock yielding up to 45% monthly returns, while those investing evenly along the value chain lagged at around 18%.
Mirae Asset’s 'TIGER Semiconductor TOP10 Covered Call Active ETF' made headlines by surpassing KRW 200 billion in net assets within a week of listing. This is Korea’s first ETF to use covered calls on major semiconductor stocks, offering monthly payouts and leveraging an active strategy to capture additional option premiums. Meanwhile, energy-chemical and secondary battery ETFs led the broader market’s gains, while REITs ETFs underperformed. Large capital inflows into semiconductor ETFs further highlight mounting investor interest.
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