30 Taiwan Stock ETFs to Pay Dividends in August, 3 with Annualized Yield Over 18%

The August dividend season for Taiwan stock ETFs is approaching. According to the latest data from CMoney and official websites of asset management firms, a total of 30 ETFs will go ex-dividend in August, with a combined 3,947,764 beneficiaries. The highest concentration occurs on August 18, when 20 ETFs will pay dividends. In terms of estimated annualized dividend yield, 14 ETFs exceed 10%, primarily driven by semiconductor and high-dividend themes. Notably, China Securities Key Semiconductor (00891-TW), China Securities Small-Investor High-Value 30 (00894-TW), and Cathay Taiwan Tech Dragon (00881-TW) lead the rankings with yields above 18%.

Further analysis shows that two monthly-distributed high-dividend Taiwan stock ETFs—FT Taiwan Sustainable High Dividend (00961-TW) and Fuhwa Taiwan Technology Dividend (00929-TW)—rank fourth and fifth with yields of 17% and 16%, respectively. Yuanta Taiwan ESG Low Carbon 50 (00923-TW) follows in sixth place with a 15% annualized yield.

Among the 14 high-yield ETFs, four active Taiwan stock ETFs offer annualized yields above 10%: Yuanta Taiwan Strong Fund (00982A-TW), Nomura Taiwan Select (00980A-TW), JPMorgan Taiwan High Income (00401A-TW), and Cathay Dynamic High Dividend (00400A-TW). Market analysts indicate that ETFs with strong dividend yields and solid stock performance offer the best potential for dual income and capital gains, making them attractive investment opportunities.

An ETF investment expert notes that among August's dividend-paying ETFs, 00891 has the highest estimated annualized yield. Notably, the actively managed 00982A is distributing its fifth dividend, with an estimated payout of NT$0.64 per share and an annualized yield of nearly 12.52%, setting a new record for quarterly-distributed active Taiwan stock ETFs. Historically, it has filled the dividend gap every time, averaging just 12 days to recover, demonstrating strong dividend and price recovery performance.

Additionally, the market-cap-focused 00923 has paid dividends for seven consecutive periods, showing a consistent upward trend since last year. This year, it raised its dividend twice, with the latest payout at NT$3.05 per share—78% higher than the previous—resulting in an estimated annualized yield exceeding 15%. Its consistent dividend payments and reliable price recovery make it ideal for investors seeking both capital appreciation and high dividend income in Taiwan's bull market.

Chen Yuan-Yi, portfolio manager of Yuanta Taiwan Strong Fund ETF (00982A-TW), stated that despite recent volatility in the Taiwan stock market, margin deleveraging has largely completed. With AI earnings validated and capital expenditures across CSPs and semiconductor giants being upgraded, Taiwan's economic growth momentum remains solid. As market order stabilizes, the market is expected to regain its growth trajectory, offering opportunities to gradually accumulate long-term growth assets at lower prices.

Chiu Yu-Ju, portfolio manager of Yuanta Taiwan ESG Low Carbon 50 ETF (00923-TW), noted that corporate earnings growth in Taiwan is projected at 30% next year, outpacing markets like the U.S. and Japan. With global AI applications expanding, demand for computing power remains strong. Taiwan's semiconductor supply chain maintains a competitive edge in IT and AI applications. Given the strong fundamentals, clear earnings outlook, and superior long-term returns of large-cap stocks, investors should prioritize market-cap-weighted Taiwan stock ETFs focused on leading companies during market volatility.