0050 ETF Assets Surpass NT$2 Trillion, Setting a New Milestone in Taiwan

As the Taiwan stock index surpassed the 45,000-point mark today, continuing to hit record highs, Yuanta Securities Investment Trust announced after the market closed that the asset size of the Yuanta Taiwan Top 50 ETF (0050) has officially exceeded NT$2 trillion. This figure far outpaces the second-ranked Yuanta High Dividend ETF (0056) at NT$702.6 billion, solidifying its position as the market leader and setting a new milestone for Taiwan's ETF industry. 0050 is a market-cap-weighted ETF that tracks the top 50 weighted stocks in Taiwan, reflecting the performance of the country's major listed companies. According to statistics from the Taiwan Stock Exchange and the Taiwan Depository & Clearing Corporation cited by Yuanta, the scale of 0050 officially reached NT$2 trillion today. As of May 29, the number of investors reached 2.956 million, approaching the 3 million mark, and as of the end of April, the number of regular savings plan accounts reached 1.008 million, both of which are the highest among all ETFs in Taiwan. With the growth in scale, the management fee for 0050 has decreased. Yuanta stated that based on the latest scale of NT$2 trillion, the management fee has dropped to approximately 0.0725% and is expected to continue moving toward 0.05%, which is favorable for long-term investment. 0050 is the oldest ETF in Taiwan, established on June 25, 2003. As of the end of May this year, its cumulative return including dividends reached 2,208%, which translates to an annualized return of approximately 14.94% based on 250 trading days per year.