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What if you invested monthly in TIGER US S&P 500 (KR-listed) for 5 years?

See how a 5-year monthly investment into TIGER US S&P 500, a Korea-listed ETF tracking the U.S. S&P 500, would have looked. Popular in pension accounts, but even though it trades in won, it holds U.S. stocks.

Investment conditions

Asset · TIGER US S&P 500 (KR-listed ETF)

Method · Recurring monthly investment

Period · 2021-07-01 ~ 2026-07-01

Amount · $222 / month

As of · 2026-07-01

Key metrics

These results do not reflect taxes. Based on historical data.

Total invested
$13,556
Final value
$24,549
Profit
$10,993
Cumulative return
+81.1%
Annualized return (XIRR)
24.3%
Number of purchases
61

Risk & recovery

As important as returns. This service does not hide maximum drawdown or loss periods.

Maximum drawdown (MDD)

-16.6%

Largest drop from peak

Longest loss period

3months

Months in loss: 7

Recovery period

2months

Growth over time

Invested principal (dashed) and portfolio value (solid). Values below match the calculation.

차트 로딩 중...

Total invested $13,556Final value $24,549 (+81.1%), Maximum drawdown (MDD) -16.6%

Why this period and asset

TIGER US S&P 500 is a Korea-listed ETF tracking the S&P 500, the U.S. benchmark. It trades in won and can be used in pension and retirement accounts, making it very popular with domestic investors. This 5-year window includes both the U.S. market correction from the 2022 rate surge and the subsequent recovery. Even though it is Korea-listed, its underlying index is U.S. stocks, so U.S. market trends and USD/KRW changes both feed into performance. Five years is a relatively short window, so the start point matters a lot.

Interpreting the result

This scenario shows the structure of a 'Korea-listed U.S.-index ETF' and the nature of a relatively short investment window. Be sure to check the maximum drawdown, underwater period, and recovery time on the results screen. The S&P 500 is diversified across U.S. large caps, but the index too can suffer meaningful drawdowns in corrections. In a short window like five years, results depend heavily on when you started, so weigh the effect of the start point. Monthly investing spreads out timing but does not remove losses.

Caveats & limits

TIGER US S&P 500 is a Korea-listed ETF that trades in Korean won (KRW), and results are calculated in won. However, because the underlying asset is U.S. stocks, U.S. market moves and USD/KRW changes affect real performance (the size of the exchange-rate effect depends on whether it is currency-hedged). The ETF's expense ratio plus taxes and trading costs also lower performance. Five years is a short window, so results are hard to generalize. Past performance does not guarantee the future, and this page does not recommend buying.

Data sources & limits

  • Price data source: Yahoo Finance / FinanceDataReader
  • Collected on: 2026-07-23
  • Effective trading date: 2026-07-01
  • Price basis: Adjusted close (reflects dividends and stock splits)
  • Trading fees and taxes are not reflected — figures are pre-tax.
  • Based on historical data; does not guarantee future returns.

Frequently asked questions

Is a Korea-listed S&P 500 ETF affected by exchange rates?

Yes. Even though it trades in won, its underlying asset is U.S. stocks, so USD/KRW moves feed into won-denominated results. A currency-hedged version is designed to reduce the exchange-rate effect and behaves differently.

Can I judge long-term performance from a 5-year result?

Five years is a relatively short window, so results differ greatly depending on the start point. It is hard to generalize one period's result as long-term performance, so it helps to review scenarios of different lengths together.

Since the S&P 500 is diversified, are drawdowns small?

The S&P 500 is diversified across U.S. large caps, so it moves more gently than a single stock. But in a broad correction the index too can suffer meaningful drawdowns, so check the maximum drawdown and underwater period on the results screen.

Related scenarios

📋 Results are based on historical data; past returns do not guarantee future returns.

📋 This service is provided for educational purposes to help you understand investing, not as investment advice.