Samsung Asset Management ETF leads dividend growth category

Samsung Asset Management’s KoAct Dividend Growth Active ETF has recorded a 105.5% return over the past year, leading the domestic dividend growth ETF category. The fund also achieved the highest cumulative distribution rate of approximately 5.9% since the beginning of the year.

The ETF employs a strategy of selecting companies with improving profits, cash flow, and potential for increased shareholder returns, rather than simply targeting high current dividend yields. Major holdings include Samsung Electronics (pref) at 22.8% and SK Hynix at 21.9%, reflecting a focus on the semiconductor sector due to expected profit growth from AI investment.

In terms of broader market strategy, experts advise investors to look beyond short-term performance. While sectors like cosmetics and bio showed movement in August, analysts suggest evaluating long-term trends, actual costs, and net asset sizes. For September, a strategy of using representative indices as a core while making split purchases in leading sectors that have recently paused is recommended.