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DEEP RESEARCH · QUANTUM COMPUTING ETF

Quantum Leap: A Deep Dive into U.S. Quantum Computing ETFs for Strategic Investors

A pension-investing memo comparing five Korea-listed U.S. quantum computing ETFs across industry backdrop, policy momentum, and portfolio structure

Published: 2025-09-18 · Pension ETF research · Naver Blog

Investment decisions are your own responsibility. This material is research and is not a recommendation to buy or sell.

0. Bottom line first

For a three-year investment horizon, I select KIWOOM U.S. Quantum Computing (498270) as the top-pick ETF. It includes not only pure-play quantum companies but also big-tech platforms and cybersecurity companies that support the ecosystem, making it the most balanced structure for managing uncertainty while capturing broad ecosystem value.

Quantum investing frameTechnology, policy, capital, and ETF structure all matter
Tech stageTheory → NISQ → quantum utility
Use casesAI, drug discovery, finance, security
CapitalGovernment support and private funding
ETF choiceConcentrated, diversified, active
ETF selection is a balance between quantum purity and ecosystem diversification.

1. Industry context: from theory to utility

Official fact: The source traces quantum computing to Richard Feynman and David Deutsch in the 1980s, Peter Shor’s algorithm in 1994, and Lov Grover’s algorithm in 1996. It also highlights IBM’s 7-qubit experiment in 2001 and Google’s 53-qubit Sycamore quantum-supremacy demonstration in 2019.

Interpretation: The investable point is not a bet that fully fault-tolerant quantum computers arrive immediately. The focus is shifting toward “quantum utility,” where even NISQ-era machines may provide practical value for selected problems.

1980s-1990s

Concepts and algorithms

Feynman and Deutsch framed the problem, while Shor and Grover showed disruptive computational potential.

2000s-2010s

Big-tech entry

IBM, Google, and Microsoft expanded the ecosystem through research, cloud access, and early implementation.

2020s

Quantum utility

The industry is moving beyond supremacy debates toward specific commercial and scientific advantages.

2. Growth drivers and risks

  • AI, drug discovery, financial modeling, cryptography, and cybersecurity are the major application areas presented in the source.
  • Large-scale government and corporate investment is an important background for industry growth.
  • Error rates, qubit stability, cooling/control infrastructure, and uncertain commercialization timing remain key risks.
  • Quantum investing has large long-term potential, but short-term prices can move more on expectations and news than on earnings.

3. Five Korea-listed U.S. quantum ETFs

The source compares SOL U.S. Quantum Computing TOP10, RISE U.S. Quantum Computing, PLUS U.S. Quantum Computing TOP10, KoAct Global Quantum Computing Active, and KIWOOM U.S. Quantum Computing. The key differences are concentration, ecosystem diversification, active management, and exposure to big tech and security.

ETFTickerManagerKey structure in source
SOL U.S. Quantum Computing TOP100023A0Shinhan Asset ManagementKEDI U.S. Quantum Computing TOP10, 10 holdings, AUM KRW 56.6bn
RISE U.S. Quantum ComputingA0018Z0KB Asset ManagementSolactive US Quantum Computing Tech, 20 holdings, 0.40% fee, AUM KRW 9.35bn
PLUS U.S. Quantum Computing TOP100023B0Hanwha Asset ManagementiSelect U.S. Quantum Computing TOP10, 10 holdings, 0.45% fee, AUM KRW 8.41bn
KoAct Global Quantum Computing Active0020H0Samsung Active Asset ManagementActive strategy, Factset Global benchmark, about 20-30 holdings, 0.50% fee, AUM KRW 10.1bn
KIWOOM U.S. Quantum Computing498270Kiwoom Asset ManagementSelected as top pick for a balanced portfolio spanning pure-play quantum, big-tech platforms, and cybersecurity exposure

4. My choice: KIWOOM U.S. Quantum Computing

Interpretation: Quantum computing is still an early growth market without a clear winner. For a pension account with a three-year horizon, I prefer exposure that includes enabling platforms and security demand rather than a highly concentrated bet only on pure-play quantum companies.

Top Pick

KIWOOM U.S. Quantum Computing

I value its diversification across pure quantum technology, platforms, and security.

High Risk

TOP10-style ETFs

Higher concentration can bring stronger upside if winners emerge, but also larger volatility and single-name risk.

Alternative

Active/diversified funds

Because the industry changes quickly, manager selection and rebalancing can matter.

5. What to monitor

  • Which companies can convert quantum utility into actual revenue.
  • Whether government support shifts from research funding to commercial demand.
  • ETF fees, AUM, portfolio concentration, and big-tech exposure.
  • In pension accounts, volatility control and long holding suitability matter more than theme excitement.

Sources

Naver original