KB Asset Management's 'RISE Korea Value-Up' ETF Surpasses 800 Billion Won in Net Assets

The Largest Among Value-Up ETFs
Net Asset Value Up by 430 Billion Won This Year
Total Expense Ratio at 0.008%, Lowest in Its Category

KB Asset Management announced on March 18 that the net asset value of the 'RISE Korea Value-Up' Exchange Traded Fund (ETF) has surpassed 800 billion won.

According to KB Asset Management, the RISE Korea Value-Up ETF has increased its net asset value by nearly 430 billion won this year alone, driven by outstanding management performance. It is now the largest among domestic value-up ETFs.

Even amid rising volatility in the stock market, the share prices of companies benefiting from value-up policies have shown relatively stable trends. In addition, the government's capital market advancement policies, listed companies' share buybacks, increased dividends, and improvements in corporate governance—all shareholder-friendly initiatives—are fueling expectations that the so-called 'Korea Discount' will be alleviated.

According to fund evaluation agency FnGuide, the RISE Korea Value-Up ETF reported returns of 53.93% over the past 3 months, 80.83% over 6 months, and 152.24% over 1 year. It ranks first among the nine passive ETFs tracking the Korea Value-Up Index.

The RISE Korea Value-Up ETF is a product that combines the industry's lowest fee structure with a monthly dividend system. Its portfolio focuses on value-up companies in key domestic industries such as semiconductors, automobiles, and finance, allowing investors to expect both stable profit generation and shareholder return policies.

Major holdings include SK hynix (29.22%), Samsung Electronics (20.47%), Hyundai Motor Company (5.23%), KB Financial Group (3.55%), and Hanwha Aerospace (3.33%).

Cost competitiveness is also a strength. The RISE Korea Value-Up ETF's total expense ratio is 0.008% per year, the lowest among similar products.

Yook Donghwi, Head of ETF Product Marketing at KB Asset Management, stated, "As market volatility increases, there is a growing preference for companies with stable profit generation capabilities and undervalued appeal, making the RISE Korea Value-Up ETF an effective investment vehicle. Its ability to provide stable cash flow through monthly mid-month dividends is also a key advantage."

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