Regular Investment Amount Surges by Over NT$1 Billion
Cathay Sustainable High Dividend ETF (00878) continues to expand its regular fixed-amount investment scale, with monthly deductions rising from NT$1.31 billion in January this year to NT$2.31 billion in September, an increase of over NT$1 billion. The number of regular investment accounts exceeded 330,000 in October, up by more than 60,000 from 270,000 in January, an increase of 24.16%, remaining among the most popular ETFs for regular fixed-amount investing.
Beneficiaries Top 1.748 Million, Setting New Record
According to the latest statistics from the Taiwan Depository & Clearing Corporation, the number of 00878 beneficiaries reached 1,748,220, up 60,0006846 from early October, setting another record since inception. 00878 announced today a Q4 dividend of NT$1.25 per beneficiary unit, with November 16 as the last purchase date before ex-dividend, driving up both the number of beneficiaries and trading volume ahead of ex-dividend and sparking renewed market buzz.
Five-Year Total Return Tops High-Dividend Champion
The latest fund performance rankings from the Securities Investment Trust and Consulting Association show that as of end-October, 00878 delivered a five-year total return including dividends of 181.75%, above the 146.02% average for high-dividend ETFs in the same category, making it the high-dividend ETF performance champion. Its one-year return was 75.30%, two-year return was 83.17%, and three-year return reached 132.66%, ranking among the top of more than 20 high-dividend ETFs.
Diversified Timing and Top-Up Strategies Combined
Cathay SITE noted that regular fixed-amount investing through fixed timing and fixed amounts helps diversify entry points and reduce the impact of short-term market moves on investment decisions. Index backtests show that topping up when the market falls below its monthly or quarterly moving average during the regular investment period may also improve total returns under different strategies. However, top-up strategies require extra capital, and investors should still assess their own funding needs and tolerance for volatility.
Diversified Allocation Across Electronics, Financials, and Industrials
Manager Jiang Yu-teng noted that 00878 combines high dividends with the MSCI ESG sustainability screening mechanism, with holdings including CTBC Financial Holding, Quanta, Cathay Financial Holding, ASUS, Evergreen Marine, Fubon Financial Holding, and UMC, spanning electronics, financials, and industrials. Electronics stocks can capture demand growth from AI servers and related equipment, while financials and industrials provide earnings and dividend sources from different industries. When choosing a high-dividend ETF, investors should evaluate purchase cost, net asset value changes, and total return including dividends, in addition to dividend payouts.