iShares MSCI Hong Kong ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? iShares MSCI Hong Kong ETF trades at $22.06, while Taiwan Semiconductor Mfg. Co. Ltd. trades at $413.3 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while iShares MSCI Hong Kong ETF pays none, and Taiwan Semiconductor Mfg. Co. Ltd. is trading nearer its 52-week high, iShares MSCI Hong Kong ETF nearer its low. Which is the better fit depends on your goals.
| EWH | TSM | |
|---|---|---|
Sector | Broad Market / Factor | Technology |
52-Week High | $24.55 | $477.57 |
52-Week Low | $20.15 | $227.33 |
Market Cap | — | $1.96T |
Enterprise Value | — | $1.89T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
EWH trades at $22.05, up 1.75% today, with a bullish technical signal from moving averages but overbought RSI readings. The ETF tracks Hong Kong equities, with recent momentum in Chinese tech stocks supporting performance. A dividend of $0.35 is scheduled for June 2026. Support and resistance cluster tightly around $22, indicating a critical price zone.
Outlook hinges on Hang Seng Index momentum and China's economic policies. Risks include regulatory scrutiny on Chinese firms and Asian market volatility. Analyst sentiment is mixed, with technical strength countered by valuation concerns in global markets.
Taiwan Semiconductor Manufacturing (TSM) trades at $420.39, down 0.28% on the day, amid a bearish technical signal despite strong fundamentals. The company reported robust Q2 2026 earnings with net profit surging 77% to NT$706.6 billion, beating estimates, driven by sustained AI chip demand. Key financials show a net income margin of 46.5% and ROE of 36.51%, with revenue growth accelerating to $3.81 trillion in 2025. Analyst consensus is bullish with a $498.33 price target, though technical indicators highlight near-term resistance at $425.
TSM's outlook remains positive due to AI-driven demand and earnings momentum, but risks include geopolitical tensions and high valuation multiples. The stock offers growth potential with a 18% upside to the consensus target, yet investors should monitor competitive pressures and macroeconomic volatility. Strong cash flow and dividend payments support shareholder returns, but the bearish technical trend warrants caution for short-term entries.
Trailing returns across standard periods
Latest headlines on both assets
EWH tracks the MSCI Hong Kong 25/50 Index, providing broad exposure to large and mid-cap companies listed in Hong Kong. It focuses on the established pillars of the local economy, with heavy weightings in financials, real estate, and utilities, serving as a single-country diversification tool.
Read more on EWH →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 →