Taiwan high-dividend ETFs show wide performance gaps amid tech rally

The performance of high-dividend ETFs in the Taiwan stock market has shown significant divergence this year, with a gap of over 40 percentage points between top and bottom performers. Driven by a strong rally in technology stocks, several ETFs have seen substantial returns. Notably, the Fuh Hwa Taiwan Tech Dividend ETF (00929) led the group with a 70% return, supported by a high concentration in technology sectors and consistent dividend growth.

Other high performers include the Capital Group Tech High Dividend Growth ETF (00946) and the Cathay Sustainable High Dividend ETF (00878). Conversely, ETFs with lower technology weightings, such as the Yuanta High Dividend ETF (00713), have lagged behind the market trend.

In response to the evolving AI landscape and the shift toward Agentic AI, new investment products are emerging. The Sinopac Taiwan Core 50 Active ETF (00415A) has been introduced to provide active management. Unlike passive ETFs that follow fixed indices, this fund aims to select high-growth, large-cap stocks within the semiconductor and electronic component sectors, which currently account for nearly 80% of its planned holdings.