As the financial market is also waiting for the results of the U.S. midterm elections, attention is

As the financial market is also waiting for the results of the U.S. midterm elections, attention is being paid to the local exchange-traded fund (ETF), which follows investment stocks of Republican and Democratic lawmakers.

This year's yield is dominated by lawmakers in the ruling party, with the Republican ETF leading the Democratic ETF by about 7 percentage points.

According to the financial investment industry on the 4th, the "Servative Republican Congressional Trading ETF (GOP)" rose 17.1% this year as of the 3rd (local time). It exceeds the S&P 500's 10.7% increase rate by 6.4 percentage points during the same period.

On the other hand, the "Versive Democratic Congressional Trading ETF (NANC)" rose only 9.8%, falling behind not only the GOP but also the S&P 500.

GOP and NANC are managed by the same asset management company, and the basic investment strategy is the same. It includes stocks invested by U.S. Senate and House members and their families.

Under the U.S. Stock Law, a member of Congress or a high-ranking administration official must disclose the details of the transaction within 45 days if he or her family makes a stock transaction worth more than $1,000. It is an ETF that utilizes this system.

Due to the trailing nature of the disclosure, the ETF yield differs from the actual investment performance of lawmakers.

GOP and NANC went public back in 2023. Until last year, NANC's performance was better.

NANC is up 23% in 2023, 27% in 2024 and 19% in 2025.

The GOP is up 11% in 2023, 14% in 2024 and 17% in 2025.

This year, however, the GOP is outperforming the NANC. It is analyzed that Republican lawmakers' stock choices were more effective.

As of this day, the largest incorporation of GOP (9% of share) is Comfort Systems USA. It is a Texas-based data center cooling facility company.

Comfort Systems USA has been invested by Senator Alan Armstrong (Oklahoma) and Representative Byron Donalds (Florida). It is interpreted as reflecting the pro-(親) data center tendency of the Donald Trump administration and the Republican Party.

GOP also invests in Intel, JPMorgan, Nvidia and IBIT (Bitcoin ETF).

Park Seung-jin, a researcher at Hana Securities, said, "The industry is relatively evenly distributed."

On the other hand, NANC builds a big tech-oriented portfolio. Nvidia is the largest share (8%). Alphabet, Microsoft, Applied Materials, and Amazon follow.

Researcher Park evaluated NANC as "high concentration of large-scale growth stocks."

Comparing the operating assets of the two ETFs, NANC ($280 million) exceeds GOP ($90 million). However, unlike their fame, both ETFs have only hundreds of billions of won in operating assets.

It is interpreted that local investors are looking for fun in themed management strategies, but they do not see it as an actual means of asset growth.