Semiconductor and Active ETFs Lead Growth in Global and Korean Markets
The Korean ETF market has now exceeded KRW 400 trillion, marking the strongest growth trajectory in its history. Memory semiconductor-related ETFs, particularly those based on Samsung Electronics and SK Hynix, continue to attract both domestic and international investors. The US-listed Roundhill Memory ETF (DRAM), which holds over 50% in Samsung Electronics and SK Hynix, achieved over $1 billion in net assets within 11 trading days, underlining its significant momentum. Among newly launched ETFs this year, active products have shown an average return of 35.5% over the past six months, and government value-up policies have boosted the performance of products such as 'Korea Value-Up ETF.'
This week, the Kosdaq index surpassed the 1,200 mark, buoyed by strength in cosmetics, renewable energy, and shipbuilding sectors. High-performing ETFs included those focused on solar energy, ESS, shipbuilding equipment, and AI, while global tech ETFs faced weakness due to volatility. US semiconductor ETFs posted superior returns compared to domestic products, driven by the record highs of the Philadelphia Semiconductor Index and strong AI semiconductor names. Meanwhile, Korean retail investors heavily bought triple-leveraged bearish semiconductor ETFs in April, but prices plummeted as geopolitical risks eased. Rapid ETF market expansion has also raised concerns regarding increased volatility in individual stocks and the risk of exaggerated marketing.
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[Issue Check] Semiconductors Lead Even in ETFs…Active ETFs Surpass 100 Trillion - SBSBizToday's 'Issue Check' from the Economic Field – Seungjin Park, Head of Overseas Stock Analysis at Hana Securities Research Center, says that investing in ETFs has become a trend rather than investing in individual stocks. The domestic ETF market has already surpassed 400 trillion won. ETFs are a driving force pushing the KOSPI to 6500. However, investing in ETFs, thought to be easy, continuously rises...
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Donghak Ants Fever Hits US as 'Samjeonnix' Semiconductor ETF Surpasses $1 Billion in 2 Weeks - Dong-A IlboAn Exchange-Traded Fund (ETF) in the US, with half of its portfolio composed of Samsung Electronics and SK Hynix, has astonishingly reached a net asset value exceeding $1 billion (approximately 1.5 trillion won) in just 11 trading days. According to Koscom ETF Check on the 23rd, as of the closing on the 22nd (local time)…