TAIWAN ETF COMPARISON

00988A vs 00991A

UPAMC Global Innovation Active ETF compared with Fuh Hwa Taiwan Future 50 Active ETF.

Four ways to read this comparison

Portfolio similarity, historical return, distribution yield and annual fund cost answer different questions.

Portfolio overlap17.07%Low · 8 common securities
Higher 1-year return—— vs —
Higher distribution yield00991A— vs 4.56%
Lower annual fee00991A— vs 1.04%

Price and return trend

Normalized returns make funds with different unit prices comparable. Switch to price mode to view actual TWD prices.

00988A+5.71%15.17 TWD・+0.82 TWD
00991A+19.97%16.88 TWD・+2.81 TWD

Key metrics

Metric00988A
UPAMC Global Innovation Active ETF
00991A
Fuh Hwa Taiwan Future 50 Active ETF
Latest closeTWD 15.17TWD 16.88
Assets under managementTWD 46.6BTWD 71.5B
Beneficiaries219,694320,551
Trailing 12-month distribution yield—4.56%
Total expense ratio——
Management fee1.40%1.00%
Custody fee—0.04%

Performance and risk

Metric00988A00991A
1-year return——
3-year return——
5-year return——
1-year volatility50.72%44.52%
1-year max drawdown-40.33%-34.32%
1-year Sharpe ratio1.042.21

Returns are price returns. Risk statistics use the available one-year price history and are shown only when sufficient observations exist.

Sector allocation

Weights are based on the latest available disclosed portfolios.

Sector00988A00991A
Electronic Components
9.37%
41.21%
Semiconductors
4.93%
40.43%
Computers & Peripherals
4.08%
6.23%
Plastics
1.91%
4.55%
Communications & Networking
0.00%
2.95%
Utilities & Energy
0.00%
1.83%
Optoelectronics
0.00%
1.41%
Financials
0.00%
0.01%
Other Electronics
0.00%
0.01%
Transportation
0.00%
0.00%

Common holdings

8 securities appear in both disclosed portfolios. Data updated Oct 29, 2026.

Security00988A weight00991A weight
3037 · 30376.05%7.96%
3017 · 30174.08%6.22%
2383 · 23832.66%9.67%
1303 · 13031.91%4.55%
2330 · 23301.64%14.50%
2454 · 24540.72%6.07%
6223 · 62231.19%0.01%
2308 · 23080.66%0.00%

Holdings unique to each ETF

These securities appear in one disclosed portfolio but not the other.

#Security00988A weight
1BE · BLOOM ENERGY CORP- A7.04%
2SPCX · SPACE EXPLORATION TECHN-CL A5.48%
3PLTR · PALANTIR TECHNOLOGIES INC-A4.72%
4LITE · LUMENTUM HOLDINGS INC4.58%
5PANW · PALO ALTO NETWORKS INC4.46%
6NVDA · NVDA US4.28%
7CRWD · CROWDSTRIKE HOLDINGS INC - A4.04%
8AMD · AMD US3.97%
9MSFT · MSFT US3.75%
10OKTA · OKTA INC3.05%
11AAPL · AAPL US2.95%
12009150 · Samsung Electro-Mechanics co(009150 ks)2.68%
13INTC · INTEL CORP2.62%
14MRVL · MARVELL TECHNOLOGY INC2.59%
15NOW · SERVICENOW INC2.37%
16SNOW · SNOW US2.33%
176787 · MEIKO ELECTRONICS CO LTD2.20%
18TWLO · TWILIO INC - A2.09%
19NET · CLOUDFLARE INC - CLASS A1.79%
20ZS · ZSCALER INC1.76%
216981 · MURATA MANUFACTURING CO LTD1.45%
223443 · 34431.38%
23IFX · INFINEON TECHNOLOGIES AG1.22%
24MU · MICRON TECHNOLOGY INC1.08%
25META · META US1.05%

Fund profile and disclosure dates

Metric00988A00991A
IssuerUni-President Asset ManagementFuh Hwa Securities Investment Trust
Tracking index / benchmark——
Listing dateNov 5, 2025Dec 18, 2025
Latest market dateOct 29, 2026Oct 29, 2026
Holdings dateOct 28, 2026Oct 29, 2026
Eligible stock positions3650
Premium / discount+0.60%+0.24%

Switching estimate

Estimate how many units of the other ETF the current market value could purchase.

00988A00991A
Current market valueTWD 151.7K
Unrealized gain / lossTWD 0
Estimated 00991A units8,986
Estimated annual distribution changeTWD 6.9K

This estimate excludes brokerage fees, taxes, bid-ask spreads and intraday price movement.

Continue researching this pair

Review each ETF independently or open another published comparison.

Taiwan ETF comparison FAQ

What does portfolio overlap measure?

For each common security, ETF Info takes the smaller of the two portfolio weights and adds those amounts. A higher percentage indicates more similar disclosed stock allocation.

Are historical returns shown with distributions?

Use the label shown for each metric. The long-period return fields are based on the return dataset, while the interactive price chart shows price returns and excludes distributions.

Can the lower-fee or higher-return ETF be considered the winner?

No single metric determines suitability. Fees, risk, liquidity, tracking exposure, distributions and portfolio construction answer different questions.

How to use this comparison

Fees, historical returns and overlap answer different questions. Portfolio overlap shows how similar the latest disclosed holdings are; it does not predict future performance or account for every trading cost, tax or distribution policy.