NH-Amundi Asset Management’s ‘HANARO Fn K-Semiconductor ETF’ Ranks First with a 181% Year-to-Date Return

[Financial News] NH-Amundi Asset Management’s ‘HANARO Fn K-Semiconductor ETF’ posted the highest year-to-date return among domestically listed exchange-traded funds (ETFs).
According to the Korea Exchange (KRX) on the 10th, the ‘HANARO Fn K-Semiconductor ETF’ had a year-to-date return of 181.65% as of the previous day. This was the highest level among domestically listed ETFs, excluding leveraged products.
The ‘HANARO Fn K-Semiconductor ETF’ tracks the FnGuide K-Semiconductor Index and invests in 20 companies representing Korea’s semiconductor industry. Its largest holdings are SK hynix (26.15%) and Samsung Electronics (25.18%). It also includes SK Square (21.13%), Samsung Electro-Mechanics (15.63%), and materials, parts, and equipment companies such as HANMI Semiconductor (2.14%), Jusung Engineering (1.39%), and ISU Petasys (1.24%).
Korean semiconductor stocks continued their strong rally in the first half of this year before undergoing a correction amid heightened volatility in the second half. However, they have begun to rise again as expectations for continued investment in artificial intelligence (AI) infrastructure grew last month. NVIDIA’s earnings announcement and OpenAI’s unveiling of its latest frontier model, ‘GPT-6 Astra,’ helped confirm semiconductor demand.
Kim Seungcheol, head of the ETF Investment Division at NH-Amundi Asset Management, said, "As advances in AI performance are being achieved on the back of massive computing infrastructure, semiconductor demand is expected to increase. K-semiconductor stocks recently underwent a price correction as excessive investment enthusiasm subsided, but they are approaching a point at which they deserve renewed attention."

[email protected] Seo Minji Reporter