KB Asset Management's 'RISE US Index' ETFs Surpass 3 Trillion Won in Net Assets

Lowest Domestic Expense Ratios, Pension Account Eligibility
Trade in Korean Won Without Currency Exchange or Foreign Accounts

The combined net assets of KB Asset Management’s flagship U.S. index exchange-traded funds (ETFs), “RISE US S&P500” and “RISE US NASDAQ100,” have surpassed 3 trillion won.

This milestone has been achieved as demand for long-term investment in major U.S. indices such as the S&P500 and NASDAQ100 continues, despite growing volatility in the U.S. stock market in recent months.

“RISE US S&P500” and “RISE US NASDAQ100” are listed on the Korean stock market, enabling investors to utilize pension accounts and allowing transactions in Korean won, without the need to open a foreign stock account or exchange currency. This structure has positioned these funds as preferred choices for long-term investors.

RISE US S&P500 tracks the S&P500 index, which represents the U.S. stock market at large. The S&P500 index comprises 500 leading large-cap U.S. companies and accounts for about 80% of the U.S. stock market’s total market capitalization.

RISE US NASDAQ100 invests directly in the NASDAQ100 index, one of the core U.S. indices. It consists of around 100 leading technology stocks that are listed on the U.S. NASDAQ market, including Apple, Google, Microsoft, Amazon, and NVIDIA.

The total expense ratio for these two products is 0.0047% and 0.0062% per annum, respectively—the lowest among similar index-tracking ETFs listed on the Korean stock market. Because pension accounts are typically used for regular, long-term investing, low expenses can translate directly into higher long-term returns. These ETFs can also be included in individual pension and defined contribution retirement pension (DC type/IRP) accounts.

Yook Dong-hwi, Head of ETF Product Marketing at KB Asset Management, stated, “In a market environment where volatility is increasing as seen recently, it is more important to invest steadily from a long-term perspective than to react to short-term market fluctuations. RISE US S&P500 and RISE US NASDAQ100 combine the lowest expense ratios in the domestic market, eligibility for inclusion in pension accounts, and high trading convenience, making them useful investment options for investors seeking consistent exposure to major U.S. indices.”

Meanwhile, KB Asset Management operates a total of seven ETFs with industry-low expense ratios that invest in leading indices of overseas markets, including the U.S., Korea, China, Europe, and Hong Kong, such as the RISE US NASDAQ100 and RISE US S&P500.

This content was produced with the assistance of AI translation services.