ACE NVIDIA Value Chain Active ETF recorded a 95.14% return since the beginning of the year as of the previous day, ranking first among overseas value chain ETFs listed domestically in South Korea, according to the financial investment industry. The ETF significantly outperformed the category average return of 35.13% and NVIDIA's stock performance, which closed at $195.55, up only 4.8% from its year-end close of $186.5. The active ETF invests not only in NVIDIA but across the AI data center ecosystem including foundries, high bandwidth memory (HBM), semiconductor equipment, power and cooling infrastructure, networks, and custom semiconductors. Korea Investment Trust Management attributed the strong performance to proactively reflecting the shift in AI semiconductor investment flows from GPU-focused to backend value chains including memory, foundries, power, cooling, and networks.
ACE NVIDIA Value Chain ETF Portfolio Composition
As of the previous day, the ETF's holdings consisted of NVIDIA at 23.41%, TSMC at 15.63%, SK Hynix at 8.56%, Samsung Electronics at 7.30%, Samsung Electro-Mechanics at 4.20%, Intel at 4.03%, and Marvell at 3.77%. The fund maintains approximately 19.5% allocation to global memory companies including SK Hynix, Samsung Electronics, and Micron. The ETF goes beyond concentrated investment in NVIDIA to discover and invest in companies benefiting from the overall AI ecosystem, selecting companies expected to benefit across the AI data center ecosystem including foundries, HBM, semiconductor equipment, power and cooling infrastructure, networks, and custom semiconductors.
ETF Outperforms NVIDIA Stocks and Category Average
The investment performance stands out given that NVIDIA's stock has been moving sideways compared to memory semiconductor stocks recently. NVIDIA closed at $195.55, rising only approximately 4.8% compared to its year-end close of $186.5. The ACE NVIDIA Value Chain Active ETF's 95.14% return represents the highest level among overseas value chain ETFs listed domestically and significantly exceeds the category average return of 35.13%. Choi Min-kyu, Head of Global Equity Management at Korea Investment Trust Management, stated that "NVIDIA is expanding the global AI infrastructure market beyond being a GPU company by leading with its AI factory strategy," adding that "going forward, we plan to focus on utilizing the strengths of active ETFs to proactively include key companies in line with industry changes and discover new growth drivers."
FAQ
What return did ACE NVIDIA Value Chain ETF achieve since the beginning of the year?
ACE NVIDIA Value Chain Active ETF recorded a 95.14% return since the beginning of the year as of the previous day, ranking first among overseas value chain ETFs listed domestically in South Korea and significantly outperforming the category average return of 35.13%.
How did NVIDIA stocks perform compared to the ACE NVIDIA Value Chain ETF?
NVIDIA closed at $195.55, up only 4.8% from its year-end close of $186.5, while the ACE NVIDIA Value Chain Active ETF achieved a 95.14% return during the same period by investing across the AI data center ecosystem beyond NVIDIA alone.
