Taiwan's stock market faced intense selling pressure today (19th), closing down 589.33 points at 44,719.35, breaking below the 45,000-point level and the quarterly moving average. Despite this broad-market selloff, high-dividend ETFs showed remarkable resilience, significantly outperforming the broader index in the second half of the year. Notably, FT Taiwan Sustainable High Dividend (00961-TW) has risen 3.24% since the beginning of the second half, outpacing the weighted index by over six percentage points, securing the top spot among high-dividend ETFs.

Escalating geopolitical risks—stemming from the expiration of the U.S.-Iran ceasefire agreement and stalled negotiations in the Strait of Hormuz—combined with inflation concerns and widespread bond sell-offs across the U.S., Europe, and Japan, triggered a nearly 5% plunge in the Philadelphia Semiconductor Index. Asian markets weakened broadly, with South Korea’s market briefly triggering its circuit breaker. Although Taiwan opened under heavy selling pressure, domestic fundamentals remain robust: the Directorate General of Budget, Accounting and Statistics revised Taiwan’s annual GDP growth forecast upward to 11.05%, the highest in 39 years. However, after a strong rally from recent highs, investor sentiment turned cautious, compounded by persistent expectations of further Fed rate hikes, leading to significantly increased market volatility.

With risk-off sentiment intensifying, capital is rapidly flowing into high-dividend ETFs as safe-haven assets. Today, the top 10 gainers among Taiwan-listed ETFs were exclusively high-dividend products. Among them, 00961 rose 0.38% today and has gained 3.24% since the second half began, ranking first. Yuanta Taiwan Select High Dividend (00919-TW) followed closely with a 3.02% gain, while Fubon Growth High Dividend (00934-TW) ranked third with 1.21%. In contrast, the TAIEX has declined 3.05% during the same period, highlighting the defensive value of high-dividend ETFs amid turbulent markets.

Jason Jiang, fund manager of 00961, emphasized that in uncertain environments, high-dividend ETFs offer stable cash flows and downside protection, making them ideal core holdings during volatile periods. Investment trusts advise investors to moderately reduce equity exposure and allocate toward income-generating high-dividend ETFs as core portfolio components, while remaining flexible based on individual stock fundamentals.

Performance Comparison of Major Taiwan High-Dividend ETFs vs. TAIEX:

- Stock Code: 00961, Name: FT Taiwan Sustainable High Dividend, Closing Price (NT$): 13.05, YTD H2 Return (%): 3.24, 1-Month Return (%): 2.84, 1-Day Return (%): 0.38 - Stock Code: 00919, Name: Yuanta Taiwan Select High Dividend, Closing Price (NT$): 30.39, YTD H2 Return (%): 3.02, 1-Month Return (%): 3.16, 1-Day Return (%): 0.16 - Stock Code: 00934, Name: Fubon Growth High Dividend, Closing Price (NT$): 28.55, YTD H2 Return (%): 1.21, 1-Month Return (%): 4.58, 1-Day Return (%): 0.35 - Stock Code: 00713, Name: Mega Taiwan High Dividend Low Volatility, Closing Price (NT$): 60.85, YTD H2 Return (%): 1.08, 1-Month Return (%): 0.16, 1-Day Return (%): 0.33 - Stock Code: 00962, Name: Taishin AI Premium Income Momentum, Closing Price (NT$): 14.94, YTD H2 Return (%): 0.88, 1-Month Return (%): 0.74, 1-Day Return (%): 0.47 - Stock Code: 00730, Name: Fubon Taiwan Quality High Dividend, Closing Price (NT$): 28.84, YTD H2 Return (%): -0.21, 1-Month Return (%): 1.62, 1-Day Return (%): 0.49 - Stock Code: 00932, Name:兆豐永續高息等權, Closing Price (NT$): 17.37, YTD H2 Return (%): -0.86, 1-Month Return (%): -0.17, 1-Day Return (%): 0.40 - Stock Code: 00940, Name: Mega Taiwan Value High Dividend, Closing Price (NT$): 12.40, YTD H2 Return (%): -1.98, 1-Month Return (%): 0.98, 1-Day Return (%): 0.40 - Stock Code: 00936, Name: Taishin Sustainable High Dividend Small-Mid Cap, Closing Price (NT$): 20.82, YTD H2 Return (%): -2.62, 1-Month Return (%): 2.36, 1-Day Return (%): 0.68 - Stock Code: 00900, Name: Fubon Top 30 High Dividend, Closing Price (NT$): 18.67, YTD H2 Return (%): -2.81, 1-Month Return (%): 1.19, 1-Day Return (%): 0.32 - Stock Code: TWA00, Name: TAIEX, Closing Price (NT$): 44,719.35, YTD H2 Return (%): -3.05, 1-Month Return (%): -0.24, 1-Day Return (%): -1.30

Source: CMoney (August 19, 2026)

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  • Source: PR Times
  • Category: News
  • Organizations: FT Funds