YieldMax COIN Option Income Strategy ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? YieldMax COIN Option Income Strategy ETF trades at $20.18, while Taiwan Semiconductor Mfg. Co. Ltd. trades at $418.6 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% 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 | $103.20 | $477.57 |
52-Week Low | $18.43 | $227.33 |
Market Cap | — | $1.96T |
Enterprise Value | — | $1.89T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
CONY trades at $19.46, down 0.87% on the day, with a bearish technical signal from moving averages and neutral oscillators. The ETF has paid consistent weekly dividends, with recent payouts ranging from $0.24 to $0.56 per share. Key support lies at $19, with resistance at $20. Recent news highlights YieldMax's weekly distribution announcements, but some articles express concern over the ETF's long-term performance despite its high yield.
The outlook for CONY hinges on its ability to sustain high distributions through options strategies on Coinbase stock. Risks include the underlying volatility of Coinbase and the potential for distribution cuts if option income declines. Investors should weigh the attractive yield against the fund's bearish price trend and dependence on a single stock's options market.
TSM trades at $421.58, down 2.89% on the day, with a bearish technical signal but strong fundamentals. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 results expected soon. Revenue grew to $3.81 trillion in 2025, with a net income margin of 46.5%. Analysts maintain a strong buy consensus with a $493.75 price target, citing AI-driven demand.
Outlook remains positive due to robust AI chip demand and earnings momentum, but risks include geopolitical tensions and high valuation multiples. The stock offers growth potential with support from institutional sentiment, though near-term volatility may persist around earnings.
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 →