Mirae Asset, Heungkuk Asset Management, and Korea Investment Trust Management dominated South Korea's ETF performance rankings this week as semiconductor and AI-themed funds captured top positions amid extreme KOSPI volatility. Mirae Asset's TIGER Semiconductor TOP10 Covered Call Active ETF recorded a 40.9% return from its April 21 listing through the 6th of this month, ranking first among 55 domestic covered call ETFs, while Heungkuk's HK Best Eleven Active ETF posted a 120.63% return since the start of the year. The performance surge reflects strong investor demand for AI semiconductor exposure, with fund managers simultaneously launching new space and defense ETFs on the 7th to capture emerging thematic interest.
TIGER Semiconductor TOP10 Covered Call Active ETF Records 40.9% Return
Mirae Asset's TIGER Semiconductor TOP10 Covered Call Active ETF achieved a 40.9% return from its April 21 listing through the 6th of this month, ranking first among 55 domestic covered call ETFs. Individual investors accumulated over 500 billion won in net purchases since listing. The fund invests in core domestic semiconductor value chain stocks including Samsung Electronics, SK Hynix, SK Square, and Samsung Electro-Mechanics while applying an active covered call strategy that adjusts option selling ratios based on market conditions.
HK Best Eleven Active ETF Leads Domestic Equity Funds with 120.63% Gain
Heungkuk Asset Management's HK Best Eleven Active ETF recorded a 120.63% return since the start of the year, ranking first among domestic equity active ETFs. The fund uses the KOSPI 200 as a benchmark while concentrating investments in a select number of core holdings, currently operating a portfolio centered on AI-related companies.
ACE NVIDIA Value Chain Active ETF Achieves 95.14% Return
Korea Investment Trust Management's ACE NVIDIA Value Chain Active ETF posted a 95.14% return this year, recording the highest performance among domestic overseas value chain ETFs. The fund's return significantly exceeded the 35.13% average for the same category. The ETF invests across the AI data center value chain including NVIDIA, TSMC, SK Hynix, Samsung Electronics, Samsung Electro-Mechanics, Intel, and Marvell. Net assets grew to 362.9 billion won as capital inflows continued.
KIWOOM and Korea Investment Launch Space and Defense ETFs on 7th
KIWOOM Investment Asset Management listed the KIWOOM US Space Tech TOP2 Bond Mixed 50 ETF on the 7th. The bond-mixed ETF allocates 25% each to SpaceX and Rocket Lab, with the remaining 50% invested in domestic short-term government bonds and monetary stabilization bonds. The fund is 100% eligible for retirement pension (IRP/DC) accounts and applies a monthly distribution structure.
Korea Investment Trust Management listed the ACE K-Defense TOP5+ ETF on the same day. The fund concentrates investments in representative stocks driving K-defense export expansion and earnings growth. The ETF maintains an 80% weighting in the top 5 stocks by AI defense theme keyword score and allocates 20% to the next 5 stocks. Holdings include established defense stocks such as Hyundai Rotem, Hanwha Aerospace, Korea Aerospace Industries, and Hanwha Systems, as well as future defense infrastructure companies including RFHIC, Satrec Initiative, and Intellian Technologies.
FAQ
What return did the TIGER Semiconductor TOP10 Covered Call Active ETF record from its April 21 listing?
The TIGER Semiconductor TOP10 Covered Call Active ETF recorded a 40.9% return from its April 21 listing through the 6th of this month, ranking first among 55 domestic covered call ETFs.
Which domestic equity active ETF achieved the highest return since the start of the year?
Heungkuk Asset Management's HK Best Eleven Active ETF achieved a 120.63% return since the start of the year, ranking first among domestic equity active ETFs.
What new thematic ETFs were launched on the 7th?
KIWOOM Investment Asset Management launched the KIWOOM US Space Tech TOP2 Bond Mixed 50 ETF and Korea Investment Trust Management launched the ACE K-Defense TOP5+ ETF on the 7th.
