Top 5 Taiwan High-Dividend ETFs of the Year Revealed! 00929 Holds Steady Lead, 00878 and 00939 Catch Up

The Taiwan stock market has experienced a surging 'mad dog wave' rally this year, breaking through the 48,000-point mark. Driven by the explosion in global AI computing power demand and the semiconductor supply chain upgrade wave, not only has the broader market repeatedly hit new highs, but high-dividend ETFs have also delivered impressive performance. According to statistics as of September 25, 2026, the top five high-dividend ETFs by year-to-date performance have all exceeded 66%, with Fuh Hwa Taiwan Technology Dividend (00929-TW) taking the championship with a 74.16% year-to-date return. Cathay Sustainable High Dividend (00878-TW) moved up to second place, and Uni-President Taiwan High Dividend Momentum (00939-TW) ranked third, both with year-to-date returns exceeding 70%.

According to CMoney statistics as of September 25, 2026, the top five high-dividend ETFs by year-to-date performance are: Fuh Hwa Taiwan Technology Dividend (00929-TW) ranked first with 74.16%, closing at NT$29.18; Cathay Sustainable High Dividend (00878-TW) followed closely with 72.67%, closing at NT$34.88; Uni-President Taiwan High Dividend Momentum (00939-TW) with 71.51%, closing at NT$24.13; Da Hua Premium Yield High Fill 30 (00918-TW) with 68.66%, closing at NT$33.98; and Capital Technology High Dividend Growth (00946-TW) ranked fifth with 66.44%, closing at NT$15.3.

The core reason 00929 has maintained its top position amid fierce competition lies in its 100% technology purity and precise positioning in dark horse stocks. 00929 upgraded its index rules at a critical time, concentrating its holdings on the semiconductor distribution duopoly (such as Wintek and WPG Holdings) and small-to-medium-sized AI component supply chains.

Since this year's Taiwan stock market has been entirely led by technology giants and the AI supply chain, 00929, without being dragged down by traditional industries or low-growth sectors, has demonstrated strong offensive flexibility. Additionally, its monthly dividend amount has been gradually increased in line with the significant growth in net asset value, coupled with strong ex-dividend fill efficiency, forming a positive cycle of 'net asset value increase → capital gains dividend increase → attracting capital inflows.'

Regarding the outlook, Lin Liang-yi, manager of the Uni-President Taiwan High Dividend Momentum ETF, stated that in the short term, funds in the Taiwan stock market are shifting to growth stocks. Although the willingness to chase prices at high levels is becoming cautious, and factors such as rising U.S. bond yields and holiday-related news uncertainties may increase short-term volatility, considering the sustained growth in AI demand and export orders, the medium-to-long-term outlook remains bullish. Lin pointed out that 00939 currently maintains a 100% ex-dividend fill record, combining dividend income with stable net asset value performance, and suggested that investors can participate in market fluctuations through regular fixed-amount investments.

Guo Xiu-cheng, manager of the Da Hua Premium Yield High Fill 30 ETF, analyzed that AI capital expenditure has moved from single-chip demand to the 'precise allocation of the AI industry chain' stage. Server upgrades are driving semiconductor and PCB/CCL high-speed transmission themes, becoming the main focus for capital absorption. 00918 has deep positions in AI server leaders such as ASUS, Quanta, and Wistron, while also heavily investing in quality financial holdings like CTBC Financial, Mega Financial, and E.Sun Financial, demonstrating a balanced configuration of 'defense through financials and offense through AI.' With the extension of Q4 rigid demand, investors can adopt a 'regular fixed-amount investment plus dividend reinvestment (DRIP)' strategy to capture the dual benefits of high dividends and high ex-dividend fill rates.

*Disclaimer: The individual stocks, funds, and futures products mentioned in this article are for reference only and do not constitute investment advice. Investors should make independent judgments, carefully assess risks, and bear full responsibility for their own investments.*