"The S&P 500 has posted respectable double-digit gains for two consecutive years and will likely do it for a third year in 2025. There's no need to abandon an ETF that gives you great gains, diversification, and comes at a low cost. However, it's always worth holding satellite ETFs that can boost your gains and give you exposure to a completely new set of stocks."
"KraneShares CSI China Internet ETF (KWEB) The gives you exposure to Chinese internet companies by tracking the CSI Overseas China Internet Index. Tech stocks from China have performed terribly since 2022, but they're now catching up quickly, so much so that they've trounced their U.S. counterparts in 2025. KraneShares CSI China Internet ETF(NYSEARCA:KWEB ) The SPY has returned 13.67% year-to-date, whereas KWEB is up 37.19% year-to-date, as of this writing. That's a 272% difference."
The S&P 500 delivered double-digit gains for two consecutive years and likely for a third year in 2025. SPY remains a low-cost, diversified core holding, but satellite ETFs can enhance returns and add distinct exposures. SPY and QQQ share substantial overlap, with Nvidia comprising roughly 8% of the S&P 500 and about 9.87% of the QQQ. KraneShares CSI China Internet ETF (KWEB) tracks the CSI Overseas China Internet Index and offers concentrated exposure to Chinese internet companies. Chinese tech underperformed since 2022 but outperformed U.S. peers in 2025, with KWEB up 37.19% YTD versus SPY's 13.67% YTD. Tariff pressures and a softer dollar weigh on domestic-only portfolios, while positive earnings revision momentum and Beijing’s shift toward "high-quality growth" support the case for Chinese tech exposure.
Read at 24/7 Wall St.
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