RISE Large Cap High Dividend 10TR ETF Surpasses 200 Billion Won in Net Assets

KB Asset Management announced on January 23 that the 'RISE Large Cap High Dividend 10TR ETF' has surpassed 200 billion won in net assets, driven by its outstanding performance.

According to fund evaluation company FnGuide, as of January 22, the 3-month, 6-month, 1-year, and 3-year returns for the RISE Large Cap High Dividend 10TR ETF were 49.89%, 102.78%, 155.45%, and 241.10%, respectively. During the same period, this ETF ranked first in returns among domestic high-dividend ETFs.

The RISE Large Cap High Dividend 10TR ETF, launched in 2019, focuses on ten large-cap stocks with high cash dividend appeal among the top market capitalization companies leading the Korean stock market, such as Samsung Electronics and SK Hynix. Its main feature is that it seeks both dividend income and capital gains from stock price appreciation, while securing market representativeness and stability through a portfolio centered on large, high-quality stocks.

The underlying index is the 'WISE Large Cap High Dividend 10 Total Return (TR) Index,' which uses a total return method where dividends are automatically reinvested within the index rather than paid out in cash. This structure is designed to provide compounding effects for long-term investors through dividend reinvestment.

As of January 23, the major holdings include SK Hynix (31.60%), Samsung Electronics (28.66%), Hyundai Motor (11.78%), Kia (6.96%), KB Financial Group (5.64%), Shinhan Financial Group (4.44%), POSCO Holdings (3.09%), Hana Financial Group (3.07%), Samsung Fire & Marine Insurance (2.48%), and Woori Financial Group (2.30%).

Kim Donghwan, Head of ETF Management at KB Asset Management, stated, "Surpassing 200 billion won in net assets for the RISE Large Cap High Dividend 10TR ETF is a result that proves the product's competitiveness through both short- and mid-to-long-term performance," adding, "It will establish itself as a leading high-dividend ETF that simultaneously pursues stable income and capital gains."

KB Asset Management currently manages a total lineup of six domestic high-dividend ETFs, including the RISE Large Cap High Dividend 10TR ETF, further strengthening its competitiveness in the high-dividend ETF market.