Performance Analysis of KOSDAQ and NASDAQ Active ETFs
A clear divergence in performance among active KOSDAQ ETFs has emerged recently. Hanwha Asset Management's 'PLUS KOSDAQ150 Active' achieved an impressive 10.4 percentage point outperformance versus its benchmark (BM) through aggressive rebalancing, demonstrating the distinctive competence of its management strategy. In contrast, Samsung Active Asset Management's 'KoAct KOSDAQ Active' and Timefolio's 'TIME KOSDAQ Active' posted lackluster results, failing to keep pace with the market—especially notable for TIME KOSDAQ Active, which drew criticism for low returns despite higher management fees. This highlights the necessity for investors to carefully evaluate actual management strategies and performance, rather than making decisions solely based on firm reputation or costs.
Meanwhile, domestically-listed active ETFs benchmarked to the NASDAQ index have generated notable results, delivering around 30% excess returns since the beginning of the year. These outperformance figures are largely attributed to a strategic reduction in M7 (the seven major US big tech firms, including Microsoft, Alphabet, and Nvidia) exposure and an increased allocation to AI infrastructure companies such as memory and optical communication sectors. The expansion of AI data centers and the resulting profit improvements among infrastructure-related companies have been swiftly reflected in stock prices. With big tech shares rebounding recently, some analysts suggest that this may present renewed buying opportunities in M7 stocks, underscoring the importance of closely monitoring both AI infrastructure and big tech trends.
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