RISE US AI Value Chain Daily Fixed Covered Call ETF Delivers Standout Returns

KB Asset Management's overseas covered call exchange-traded fund (ETF), the 'RISE US AI Value Chain Daily Fixed Covered Call ETF,' is drawing attention for delivering outstanding performance among similar products.

According to fund evaluation firm FnGuide on July 14, as of July 11, the 'RISE US AI Value Chain Daily Fixed Covered Call ETF' posted returns of 12.93% over one month, 30.25% over three months, and 11.13% over six months. These figures ranked first among 23 overseas covered call ETFs during the same period.

The RISE US AI Value Chain Daily Fixed Covered Call ETF is a monthly income product that utilizes a 'fixed covered call strategy,' selling call options on a fixed portion (10%) of the underlying assets each day, based on core stocks in the artificial intelligence (AI) value chain. It offers high predictability and distribution stability for investors who prioritize regular monthly income.

Since its launch in October last year, it has paid out distributions nine times. The cumulative annual distribution rate is 15.90%. On average, it has paid a monthly dividend of 1.76%.

KB Asset Management currently manages three ETFs in the 'RISE Daily Fixed Covered Call ETF Series,' including the RISE US AI Value Chain Daily Fixed Covered Call, the 'RISE US Tech 100 Daily Fixed Covered Call,' and the 'RISE US Dividend 100 Daily Fixed Covered Call.'

The RISE US Tech 100 Daily Fixed Covered Call ETF invests in 100 US-listed technology companies and sells 10% of Nasdaq 100 call options daily to provide monthly distributions. Its cumulative annual distribution rate is 17.29%, the highest among domestic dividend-type ETFs.

The RISE US Dividend 100 Daily Fixed Covered Call ETF invests in 100 US-listed dividend growth stocks that have paid dividends for more than 10 years, while selling S&P 500 call options. This strategy aims to provide both stability and income. Its cumulative annual distribution rate stands at 14.09%.

Even in a highly volatile market environment, the fixed covered call strategy is said to deliver stable distributions and a predictable income structure, thereby strengthening its presence in the covered call market. In June, it surpassed 200 billion won in net assets just eight months after its launch.

No Areum, head of the ETF Division at KB Asset Management, stated, "As volatility in the global financial market increases, individual investors seeking both stability and income should pay attention to the fixed covered call series," adding, "We will continue to expand our lineup of strategic covered call ETFs to meet a wide range of investor needs."

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