YieldMax COIN Option Income Strategy ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? YieldMax COIN Option Income Strategy ETF trades at $18.1, while Taiwan Semiconductor Mfg. Co. Ltd. trades at $423.86 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.91% dividend while YieldMax COIN Option Income Strategy ETF pays none, and Taiwan Semiconductor Mfg. Co. Ltd. is trading nearer its 52-week high, YieldMax COIN Option Income Strategy ETF nearer its low. Which is the better fit depends on your goals.
| CONY | TSM | |
|---|---|---|
Sector | Income / Options Overlay | Technology |
52-Week High | $76.50 | $477.57 |
52-Week Low | $17.80 | $227.33 |
Market Cap | — | $1.91T |
Enterprise Value | — | $1.84T |
Dividend Yield | — | 0.91% |
Signals from Pluang's Aura AI — not financial advice
CONY trades at $18.54, up 4.16% today, with a bearish technical signal from moving averages but oversold RSI levels. The ETF shows no fundamental valuation ratios available, and recent news highlights significant shareholder losses despite high distribution yields. Weekly dividends are consistently announced, but underlying performance concerns persist.
Outlook remains cautious due to bearish technicals and negative media sentiment emphasizing value erosion. Risks include reliance on options income strategy and Coinbase volatility. Analyst coverage suggests skepticism, with no bullish catalysts evident near-term.
TSM stock trades at $420.04, up 0.44% today, with a bullish technical signal from moving averages and strong fundamentals including 44.56% net income margin in 2025. Recent July 2026 revenue surged 45% year-over-year to $14.5 billion (CNBC, 2026-08-10), reflecting robust AI demand. The company is expanding with a $64 billion investment (Benzinga, 2026-08-10) and a joint $6.3 billion image sensor venture with Sony (Reuters, 2026-08-09).
Outlook remains positive due to AI-driven growth and analyst consensus of $544 price target, but risks include high valuation (P/E 36.86) and geopolitical tensions. Earnings beat expectations in Q2 2026 with EPS of $4.31 versus $3.87 forecast, supporting upside potential.
Trailing returns across standard periods
Latest headlines on both assets
CONY is an actively managed ETF that seeks to generate weekly income by selling call options on Coinbase (COIN) stock. It aims to provide high yield while maintaining exposure to the price movements of the crypto exchange.
Read more on CONY →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →