DEEP RESEARCH · PENSION NUCLEAR ETF
New Nuclear ETFs: SOL Korea Nuclear SMR vs TIGER Korea Nuclear
A comparison of two Korean nuclear ETFs scheduled for new listing on August 19, 2025
0. Bottom line first
Both ETFs invest in Korea's nuclear value chain, but their emphasis differs. SOL Korea Nuclear SMR focuses on nuclear plus SMR, while TIGER Korea Nuclear puts more weight on the nuclear export value chain and key export companies.
Official fact: The post, based on Hana Global ETF material by Park Seung-jin, lists two new ETFs scheduled for August 19, 2025: SOL Korea Nuclear SMR and TIGER Korea Nuclear. The material link is https://bit.ly/45wNcrD and the Telegram link is https://t.me/globaletfi.
1. Core differences
| Item | SOL Korea Nuclear SMR ETF | TIGER Korea Nuclear ETF |
|---|---|---|
| Focus | Nuclear + SMR value chain | Nuclear energy + export value chain |
| Core logic | Power demand from AI and the stability/timeliness of SMR | Overseas project participation by Korean nuclear companies |
| Main holdings | Doosan Enerbility, Hyundai E&C, KEPCO E&C, KEPCO, KEPCO KPS, etc. | Doosan Enerbility, Hyundai E&C, KEPCO E&C, KEPCO KPS, Daewoo E&C, etc. |
| Weighting | 50% float market cap + 50% score, 20% cap rate | Doosan Enerbility and Hyundai E&C at 25% each; remaining 50% around Czech project-linked companies |
2. SOL Korea Nuclear SMR ETF
Interpretation: SOL looks like a Korean nuclear theme ETF with a stronger SMR tilt. The investment logic is tied to rising power demand from AI and the appeal of nuclear power, especially SMRs, for stability and timeliness.
3. TIGER Korea Nuclear ETF
Interpretation: TIGER has a clearer export theme. Doosan Enerbility and Hyundai E&C are each assigned 25%, while the remaining 50% is filled by Czech nuclear-export project names such as KEPCO E&C, KEPCO KPS, and Daewoo E&C.
25% each
High weights for Doosan Enerbility and Hyundai E&C.
50%
Names linked to the Czech nuclear export project fill the rest.
Export premium
More premium is assigned to Korea-listed companies in the nuclear export value chain.
4. Pension-account checklist
- SOL is more direct for SMR technology and policy momentum.
- TIGER is clearer for nuclear export projects and concentrated exposure to major companies.
- Both require monitoring of policy, overseas orders, project timelines, and concentration in large holdings.
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