KB Asset Management's 'RISE Large Cap High Dividend 10TR' ETF Surpasses 500 Billion Won in Net Assets

KB Asset Management announced on April 16 that the net asset value of the 'RISE Large Cap High Dividend 10 Total Return (TR)' Exchange-Traded Fund (ETF) has surpassed 500 billion won.

According to fund evaluation company FnGuide, as of the previous day, the 6-month, 1-year, and 3-year returns for the RISE Large Cap High Dividend 10TR ETF stood at 112.06%, 254.40%, and 300.82%, respectively. These are the highest returns among domestic high dividend ETFs during the same periods.

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The RISE Large Cap High Dividend 10TR ETF invests intensively in 10 stocks among the top market capitalization companies on the Korea Exchange that possess both dividend attractiveness and strong fundamentals.

In particular, Samsung Electronics and SK Hynix are included with high weightings, making the performance improvement driven by the growth of the global semiconductor industry a core growth driver for the portfolio.

Other investment stocks, such as Hyundai Motor and Kia, are representative dividend growth stocks that are simultaneously enhancing both performance and shareholder returns. Major financial stocks such as KB Financial Group, Shinhan Financial Group, and Hana Financial Group, as well as POSCO Holdings and Samsung Fire & Marine Insurance, are also included in the portfolio.

Additionally, this ETF has a 'Total Return (TR)' structure, which, unlike typical dividend ETFs, does not pay out distribution income but instead immediately reinvests dividends generated back into the index. This approach maximizes compounding effects over the long term.

Yook Donghwi, Head of ETF Product Marketing at KB Asset Management, stated, "The RISE Large Cap High Dividend 10TR ETF goes beyond a simple high dividend strategy, pursuing both dividend income and capital gains through a 'compressed portfolio' that considers growth potential," adding, "By utilizing the 'Total Return' structure, investors can defer taxation until the ETF is sold, which is advantageous in terms of tax efficiency."

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