Due to a sharp rise of over 6% in the New Taiwan Dollar within just two days, bond ETFs primarily invested in dollar-denominated bonds have recently seen significant price corrections, particularly as many popular stocks plummeted, disappointing investors. However, for long-term investors pursuing income, decent dividends can still be collected.

This month, four non-investment grade bond ETFs are set for dividend declaration, all offering monthly distribution mechanisms. Among these, the First Gold Selected Non-Investment Grade Bond ETF (00981B), Qunyi Selected Non-Investment Grade Bond ETF (00953B), and KGI US Non-Investment Grade Bond ETF (00945B) all feature annualized dividend yields exceeding 9%, with 00981B boasting the highest at 9.74%. Although the Fubon Global Non-Investment Grade Bond ETF (00741B) has a lower yield, it still provides 7.34%.

Wang Hsin-Yu, manager of First Gold Selected Non-Investment Grade Bond ETF, noted that uncertainties stemming from US President Trump's tariff policies have increased volatility in the global financial markets. Since April, interest rate spreads have widened, causing the prices of non-investment grade bonds to adjust and bringing bond yields close to 8%.

Industry professionals indicate that in a high volatility environment, investments in high-yield bonds are superior to high-dividend stocks, making non-investment grade bonds increasingly attractive and valuable. As tariff disruptions lessen, non-investment grade bonds are expected to continue exhibiting their ability to balance risk and return, and the current price pullback offers a better entry point for long-term investors.

The Qunyi Selected Non-Investment Grade Bond ETF (00953B), which will declare dividends first today, is the first non-investment grade bond ETF focused on mature markets, achieving annualized dividend rates above 8% for seven consecutive times. It has also become the only bond ETF this year to see its beneficiaries increase by over 10,000, earning the title of the most popular bond ETF.

Observing the trading situation of bond ETFs this year shows that investors have favored stable income-generating assets, which has sustained demand for bond ETFs with excellent dividend performance. Non-investment grade bonds, benefiting from shorter durations and higher coupon rates, are expected to outperform compared to other bond types, especially in light of the manageable risk of economic recession.