Overseas ETF Dollar-Cost Averaging Surges! 009814 and 00735 Gain Popularity, AI-Powered Power Infrastructure Emerges as New Investment Focus!

The popularity of dollar-cost averaging (DCA) into overseas ETFs continues to rise, with investor focus expanding from U.S. large-cap and semiconductor stocks to technology sectors in Taiwan and Korea, Japanese semiconductors, and AI-powered power infrastructure. According to DCA statistics from the first half of 2026 through July, funds have clearly flowed into ETFs such as 009814 Fubon S&P 500, 00735 Cathay Taiwan-Korea Tech, and 009805 Taishin U.S. Power Infrastructure. This article analyzes recent shifts in overseas ETF popularity from the perspectives of capital flows, investment themes, and market trends.

1. 2026 Overseas ETF DCA Popularity Rankings

July's Taiwan stock market saw a 'Great Fury God' rally, but market volatility did not disrupt the investment rhythm of the so-called 'Fourth Legal Person'—retail investors—whose DCA inflows continued steadily. According to the latest statistics from the Taiwan Stock Exchange, the number of ETF DCA accounts remained high in July. Yuanta Taiwan Top 50 (0050) surpassed 1.24 million accounts, setting a new historical high and maintaining its position as the top-ranked ETF for the 18th consecutive month since February 2025, solidifying its status as the preferred choice for long-term stock accumulation.

As market funds continue to focus on U.S. tech giants and growth stocks, ETFs tracking the S&P 500 and technology sectors have also gained investor favor. The amount of DCA deductions into overseas ETFs has also increased significantly since the beginning of the year.

Below are the overseas ETF DCA statistics as of the end of July:

- Code: 009814, Name: Fubon S&P 500, YTD to July Growth Rate: 13,469%, YTD to 8/17 Performance: 15.44% - Code: 00988A, Name: Active Global Innovation, Growth Rate: 11,470%, Performance: 74.88% - Code: 00990A, Name: Active Yuanta AI New Economy, Growth Rate: 3,168%, Performance: 66.90% - Code: 00735, Name: Cathay Taiwan-Korea Tech, Growth Rate: 2,575%, Performance: 106.75% - Code: 00951, Name: Taishin Japan Semiconductor, Growth Rate: 721%, Performance: 63.24% - Code: 00963, Name: CTBC Global High Dividend, Growth Rate: 438%, Performance: 19.48% - Code: 00911, Name:兆豐 Intercontinental Semiconductor, Growth Rate: 335%, Performance: 84.67% - Code: 00986A, Name: Active Taishin Leading Growth, Growth Rate: 292%, Performance: 30.32% - Code: 00964, Name: CTBC Asia Pacific High Dividend, Growth Rate: 260%, Performance: 30.63% - Code: 00910, Name: First Securities Space Satellite, Growth Rate: 238%, Performance: 47.36%

Source: Investment Trust and Advisory Association, Yahoo Finance (as of 2026/08/17, based on NAV)

Looking further back, the table below shows overseas ETF DCA statistics for the first half of 2026.

For more detailed ETF introductions, please visit: Fengyun Academy Taiwan Stock Column

2. Three Major Trends Driving Overseas ETF Demand

From the two tables above, it is clear that DCA into overseas equity ETFs is experiencing explosive growth, primarily driven by three categories of popular targets:

1. Market Cap Type: Fubon S&P 500 (009814)

Statistics: The number of DCA contributors grew by 14,510% in the first half of 2026, and the DCA amount growth rate remained at an astonishing 13,469% through July.

Position: 009814 is currently the most significantly growing market-cap ETF among overseas options, reflecting strong investor confidence in the long-term outlook of U.S. large-cap stocks.

Further Reading:

Warren Buffett mentions the S&P 500 Index! 009814 tracks it with quarterly dividends, and its issue price was only NT$10!

2. Performance King: Cathay Taiwan-Korea Tech (00735)

Performance: Achieved a remarkable 106.75% return from year-to-date through August 17, making it the only 'doubler' among popular ETFs.

Demand: DCA account numbers surged by 1,335% in the first half.

Reason: The long-term AI trend is clear, driving explosive growth in the semiconductor and AI supply chains of Taiwan and Korea—Asia's two major tech hubs—drawing in investors seeking high-flexibility returns.

3. Dark Horse: Taishin U.S. Power Infrastructure (009805)

Performance: Delivered a solid 33.09% return YTD through August 17.

Demand: DCA account numbers nearly tripled (298%) in the first half, making it the standout performer among non-tech themes.

Reason: The construction of AI data centers has triggered an 'urgent power demand,' allowing this ETF to capture the full benefits of AI-driven power upgrades and grid innovation.

3. Three Shifts in AI Investment Themes

1. The 'Second Wave Shift' in the AI Supply Chain: From Chips to Infrastructure

Early investors focused on chipmakers like NVIDIA, but in 2026, capital is shifting toward infrastructure. With U.S. AI data center power consumption surging, the EIA forecasts that commercial sector electricity use will surpass residential use for the first time in 2026. This makes 009805, which combines 'AI + Power' themes, a 'safe haven' asset with both growth and defensive characteristics.

For more detailed ETF introductions, please visit: Fengyun Academy Taiwan Stock Column

4. How to Invest in Overseas ETFs

Overseas ETFs can be allocated based on different investment strategies. For example, using Sinopac Securities:

1. Use Sinopac's 'Feng Cun Gu' for Dollar-Cost Averaging

Invest a fixed amount on a fixed date. Starting from just USD 10, it's ideal for investors aiming to accumulate overseas assets over the long term.

2. Use the 'Dahutou' App for Lump-Sum Purchases

If an investor has a lump sum, they can use the overseas ETF trading feature to make a one-time investment, though they must bear higher timing risk.

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* This summary compiles public information for reference only. Investors should carefully consider their own needs and risks before investing.