"Undoubtedly, the U.S. equity market, which has gotten heavier in the big tech names, has been seen as a place to do incredibly well, especially when compared to the global markets. And while diversifying outside of the U.S. may still not be key to S&P-beating gains over the long run, I do think that it is worth considering what else is out there if you seek more diversification, lower price-to-earnings (P/E) multiples,"
"In the past 12 months, shares of the South Korean ETF are up just shy of 104%. With the South Korean market in breakout mode, thanks in part to Samsung (up 157% in the past year) and SK Hynix (up 286%), which comprise more than 45% of the ETF, perhaps investors seeking exposure to two of the hottest AI beneficiaries outside of the U.S. might wish to add the South Korean ETF to the watchlist."
Non-U.S. stock markets outpaced the S&P 500 in 2025 by wide margins, challenging U.S.-centric equity gains. The U.S. market has become heavier in big tech names. Diversifying outside the U.S. can provide broader diversification, access to lower price-to-earnings multiples, and exposure to stronger past-year momentum. Goldman Sachs Research projects global stocks could rise about 11% in the year ahead. The iShares MSCI South Korea ETF (EWY) climbed nearly 104% over the past 12 months, driven largely by Samsung and SK Hynix, which together account for more than 45% of the ETF.
Read at 24/7 Wall St.
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