0050, 00878 Lost! The 'Hottest ETF' TOP10 Champion is This: Number of Participants Surges 363%, More Popular Than High Dividends

While the Taiwan stock market has fallen 5.62% in the past month, the number of ETF beneficiaries has increased against the trend, showing that many investors participate in the market through ETFs and diversify risk through a basket of targets amid market volatility. According to CMoney statistics, as of July 24, the monthly increase rate of the number of beneficiaries of the top 10 most popular ETFs in the past month all exceeded 39%. Among them, Junyi Taiwan Weighted Plus 2 (00685L) surged by 363.82% to take the top spot, and YuanDa MSCI Taiwan (006203) increased by 142.28% to take the second place. High-dividend ETFs are also popular, with the number of beneficiaries of FT Taiwan Sustainable High Dividend (00961) increasing by 53.55% monthly, becoming a defensive target pursued by funds in a volatile market.

Reviewing recent market trends, the uncertainty of geopolitics in the Middle East has increased, driving Brent crude oil to briefly surge past the 100-dollar mark, and market expectations for inflation and rate hikes have heated up again. In the U.S. stock market, although Google's performance was impressive, the market is concerned that increased capital expenditure will turn cash flow negative, with the S&P 500 down 0.61% last week and the Nasdaq down 2.13%. However, hardware stocks remained relatively stable, with the Philips Semiconductor Index rising 1.24%, driving Asian stocks to rise in sync. The Taiwan Weighted Index rose 2.3% last week and set a new record high in a single day. However, observing over a longer period of nearly a month, the Taiwan stock market is still down 5.62%, indicating that short-term volatility has not yet subsided.

Observing the top 10 popular ETFs, the flow of funds shows three major trends. First, although 00685L's performance has plummeted 96.41% in the past month, the number of beneficiaries has surged by more than 3.6 times, reflecting that some investors expect a rebound after the sharp decline in the Taiwan stock market, and leveraged ETFs have become a betting target for the rebound. Second, market-cap and overseas tech ETFs continue to attract funds. 006203's performance has fallen 5.86% in the past month, similar to the overall market performance, but the number of beneficiaries has surged by 142.28%, showing that investors prefer to use market-cap ETFs to gradually accept the correction of the Taiwan stock market. In terms of overseas ETFs, Junyi US Tech Giants (009824) has only fallen 1.38% in the past month, with the number of beneficiaries increasing by 89.91% monthly. Junyi S&P 500 (009823) has risen 1.28% in the past month, with the number of beneficiaries increasing by 77.74% monthly, reflecting the strong demand for allocation in US large-cap tech and mature markets. Third, high-dividend ETFs have become a haven for funds in a volatile market. 00961 has only fallen 0.08% in the past month, with the number of beneficiaries increasing by 53.55% monthly, showing that high-dividend ETFs are favored in times of market uncertainty due to their dividend and diversification characteristics. Although Junyi Semiconductor Income (00927) has fallen 15.25% in the past month, the monthly increase in the number of beneficiaries is still 46.68%. The monthly increase in the number of beneficiaries of China Trust OTC ESG 30 (00928) has also reached 39.45%.

Looking ahead, this week's FOMC interest rate decision meeting will influence the direction of global funds. Experts suggest that in the face of increased market volatility, investors should appropriately reduce the leverage ratio of their investment portfolios and increase their cash position to strictly control downside risks. If you want to buy on dips, you can diversify your positions through funds or ETFs, avoid non-systemic risks of individual stocks, and maintain sufficient flexibility.

Top 10 Popular ETFs in the Past Month Code Name Price (NTD) Performance (%) Monthly Increase in Beneficiaries (%) 00685L Junyi Taiwan Weighted Plus 2 10.95 -96.41 363.82 006203 YuanDa MSCI Taiwan 183.85 -5.86 142.28 009824 Junyi US Tech Giants 10.03 -1.38 89.91 009823 Junyi S&P 500 10.25 1.28 77.74 00961 FT Taiwan Sustainable High Dividend 12.75 -0.08 53.55 00407A Active Cathay Taiwan 8.93 -10.25 49.64 00927 Junyi Semiconductor Income 35.9 -15.25 46.68 00888 Fubon Taiwan ESG 34.25 -10.81 44.15 00406A Active China Trust Taiwan Income 9.2 -10.51 41.81 00928 China Trust OTC ESG 30 29.83 -22.92 39.45 TWA00 Weighted Index 43654.84 -5.62 Source: CMoney Data Date: As of 2026.07.24