Samsung Asset Management Publishes 'KODEX US Sector ETF Guidebook'

Samsung Asset Management announced on the 11th that it has newly published the ‘KODEX US Sector Exchange-Traded Fund (ETF) Guidebook’ for investors with a strong interest in US stocks.

This US Sector ETF Guidebook was newly created for smart investors who want to actively and proactively respond to the rapidly changing industries and stocks leading the stock market due to factors such as US interest rate cuts and policy uncertainties.

The US Sector ETFs are characterized by subdividing the S&P 500 index into 11 industries and investing heavily in key companies representing each industry, aiming for higher returns compared to the benchmark index. Samsung Asset Management is the only domestic asset management company with a total lineup of nine US sector ETFs, and it tracks the same underlying indices as the State Street (SPDR) products, the largest US sector ETF series.

△KODEX US S&P 500 Technology △KODEX US S&P 500 Energy (Synthetic) △KODEX US S&P 500 Healthcare △KODEX US S&P 500 Financials △KODEX US S&P 500 Consumer Discretionary △KODEX US S&P 500 Communication Services △KODEX US S&P 500 Industrials (Synthetic) △KODEX US S&P 500 Consumer Staples △KODEX US S&P 500 Utilities ? investors can invest in desired sectors according to market conditions.

In the US stock market, the SPDR sector ETF series is a widely adopted investment strategy with a total asset size reaching $280 billion (380 trillion KRW), but it is still unfamiliar and lacks information for domestic investors. Samsung Asset Management compiled all sector-specific ETF characteristics into one easy-to-understand volume to broaden the base of US stock investors, selecting Technology (Microsoft, Apple, Nvidia), Healthcare (Eli Lilly, Merck), and Communication Services (Google, Meta) as sectors to watch now.

Since the industry-first publication of the ‘KODEX Pension Investment Bible’ in 2020, Samsung Asset Management has continuously published guides such as the ‘KODEX ETF Bond Investment Bible’ and the ‘KODEX ETF Overseas Stock Investment Guidebook.’ Recently, it introduced the ‘KODEX ETF Monthly Dividend Guidebook.’ The newly released ‘KODEX US Sector ETF Guidebook’ can be easily downloaded and used from the Samsung Asset Management KODEX website without separate membership registration.

Kim Dohyung, Head of ETF Consulting at Samsung Asset Management, stated, “US sector ETFs, along with the S&P 500 and Nasdaq 100 benchmark indices, are core portfolio assets for institutional investors worldwide, and individual investors are also actively investing in these products according to their investment environment. KODEX will take the lead in timely introducing various investment strategies and products that can provide practical help to investors.”

This content was produced with the assistance of AI translation services.