ETF Market Trends and Performance Analysis
ETF Market Trends and Performance Analysis
The growth of semiconductor ETFs centered on large-cap stocks is shifting towards products focused on small to mid-cap stocks in the KOSDAQ market. Recently, NH-Amundi Asset Management's HANARO Core Semiconductor Leading ETF recorded a notable 18.2% yield, drawing attention. This upward trend is being led by companies like Reno Industrial, Wonik IPS, and EO Technics in the KOSDAQ market. In the medium to long term, ETFs centered on large-cap stocks such as Samsung Electronics and SK Hynix continue to hold the superior position. Timefolio Asset Management's 'TIME Korea Plus Dividend Active ETF' has achieved an impressive cumulative return of 207.37% since listing, outperforming the KOSPI200. This ETF provides stable cash flows through monthly dividends of 0.5% and additional special dividends. The portfolio includes leading market stocks like SK Hynix and Samsung Electronics, alongside high-dividend stocks such as Mirae Asset Securities, Kiwoom Securities, and Korea Financial Group, focusing on growth. Timefolio Asset Management has a positive outlook on the domestic stock market growth and increased shareholder returns of high-quality dividend companies, driven by government stimulus policies. FnGuide announced that the total net asset value of ETFs based on its indices has exceeded KRW 40 trillion. Notably, Samsung Asset Management's KODEX AI Semiconductor ETF and Mirae Asset Management's TIGER Semiconductor TOP10 ETF have shown significant growth of 310% and 190%, respectively. FnGuide plans to strengthen data-driven index design through its FNAIDX platform and expand into various asset classes.
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파이낸셜뉴스2026 1月 28
'TIME Korea Plus Dividend Active ETF' Surpasses 200% Return Since Listing - Financial NewsTIMEfolio Asset Management's flagship domestic monthly dividend ETF, 'TIME Korea Plus Dividend Active ETF' has surpassed a cumulative return of 200% since its listing. Notably, SK Hynix and Samsung Electronics are stocks with low weight in traditional high-dividend ETFs, but they have been actively included to reflect the market-leading trends, thus boosting dividend income..
파이낸셜뉴스2026 1月 28
F&Guide Index-Tracking ETF Surpasses 40 Trillion Won in Net Assets - Financial NewsF&Guide announced on the 28th that the net asset value of the exchange-traded funds (ETFs) operated based on its indices has surpassed 40 trillion won. FNAIDX is a system that performs the entire process from discovering thematic ideas, selecting stocks, running simulations, to performance verification based on data, allowing for swift responses to market changes...
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이투데이2026 1月 28
FNGuide Index Tracking ETF Surpasses 40 Trillion Won in Assets amid KOSPI 5000 Rally - eToday(FNGuide) South Korea's leading private index company, FNGuide, announced on the 28th that the total net assets of its ETFs, managed based on its own indices, have surpassed 40 trillion won.
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매일경제2026 1月 28
Overflowing Money in Semiconductor Stocks Reaches Here… ETFs Report Record Profits - Maeil Business NewspaperThe warmth of the semiconductor rally is spreading to small and mid-cap stocks, with products focused on these achieving superior short-term performance. HANARO Core Process Stocks gained 18% in a week.