Matthews Korea Active ETF MKOR·Financial Services
Market Peers
South Korea ETFs have been on a remarkable performance hot streak over the last 12 months. According to ETF Database data, South Korea-specific ETFs have all returned more than 140% over the last twelve months.
Market predictions are not easy to make and looking at the YTD winners, there are some head-scratchers. Let's take a closer look and make some sense out of the recent performance winners: wet and dry shipping; South Korea; and oil services ETFs.
IDGT, WCBR, UTES, BDRY, MKOR & RING led last week's ETF gains as AI rotation, Japan optimism, shipping strength and defensive demand drove standout performance.
Trump's threat to raise tariffs on South Korean imports to 25% puts exporters and ETFs like EWY at risk, as investors brace for renewed trade tensions.
2025 was a significant year for international investing. Many portfolios keep international exposure in a core sleeve.