Samsung’s ‘KoAct Dividend Growth Active’ Ranks First Among Dividend-Growth ETFs in Returns and Distribution Yield

[Financial News] Samsung Active Asset Management’s ‘KoAct Dividend Growth Active’ exchange-traded fund (ETF) ranked first among domestic dividend-growth ETFs in both one-year returns and cumulative distribution yield since the beginning of the year.
According to Samsung Active Asset Management on the 7th, the KoAct Dividend Growth Active ETF posted returns of 105.5% over the past year, 35.1% over six months and 4.7% over one month—the highest among dividend-growth ETFs.
The ETF’s cumulative distribution yield since the beginning of the year stood at 5.9%, the highest among major domestic dividend-growth ETFs. From January through last month, it paid total distributions of 1,273 won per share. In addition to providing stable monthly distributions of about 0.5%, it paid special distributions using capital gains generated during the fund’s management.
‘KoAct Dividend Growth Active’ does not simply invest in high-dividend stocks. Through an active management strategy, it identifies and invests in companies whose earnings and cash flow are improving and that have significant potential to expand shareholder returns in the future. The fund selects stocks expected to increase shareholder-return policies—including share buybacks and cancellations and higher payout ratios—as their future earnings grow, pursuing both capital gains and dividend performance.
Major holdings include Samsung Electronics preferred shares (22.8%), SK hynix (21.9%), KB Financial Group (3.2%), Hanwha Aerospace (2.9%) and SK Square (2.6%). The total expense ratio is 0.5% per year.
Ji Seong-jin, a manager at Samsung Active Asset Management, said, “A dividend-growth strategy invests in companies whose earnings and dividends can grow together over the medium to long term, rather than simply in companies with high dividend yields. With AI investment expanding and the memory industry improving, we expect the potential for future dividend growth to increase in the semiconductor sector, where earnings growth visibility is high.”

[email protected] Seo Min-ji Reporter