iShares MSCI Taiwan ETF vs Innovative Industrial Properties Inc — how do they compare? iShares MSCI Taiwan ETF trades at $99.89, while Innovative Industrial Properties Inc trades at $65 (market cap $1.84B). The key difference: Innovative Industrial Properties Inc pays a 11.95% dividend while iShares MSCI Taiwan ETF pays none, and Innovative Industrial Properties Inc is trading nearer its 52-week high, iShares MSCI Taiwan ETF nearer its low. Which is the better fit depends on your goals.
| EWT | IIPR | |
|---|---|---|
Sector | Broad Market / Factor | Real Estate |
52-Week High | $111.53 | $64.44 |
52-Week Low | $58.05 | $44.58 |
Market Cap | — | $1.84B |
Enterprise Value | — | $2.23B |
Dividend Yield | — | 11.95% |
Signals from Pluang's Aura AI — not financial advice
The iShares MSCI Taiwan ETF (EWT) trades at $100.08, down 1.77% on the day, consolidating after a significant rally that saw the fund more than double over the past year. Technical indicators show a neutral overall signal with mixed moving average and oscillator readings, while the fund remains strategically positioned at the center of the global AI infrastructure surge through its heavy exposure to Taiwan's semiconductor sector, led by TSMC.
The outlook for EWT is balanced between strong fundamental tailwinds from AI-driven semiconductor demand and significant geopolitical risks related to Taiwan-China tensions. While the fund offers concentrated exposure to a critical technology supply chain, stretched valuations and potential currency headwinds create near-term uncertainty for investors.
IIPR trades at $65.13, up 2.21% today, with a bullish technical signal from moving averages. The company reported mixed quarterly earnings, beating in Q4 2025 but missing in Q1 2026. Revenue declined to $266 million in 2025, with a net income margin of 45.58%. Recent news highlights successful debt management, including a $350 million note offering and full repayment of $282 million in senior notes, strengthening the balance sheet amid cannabis rescheduling optimism.
Outlook is cautiously optimistic due to strong dividend yield and improved capital structure, but risks include revenue volatility and tenant credit concerns. Analyst consensus is mixed with 36% buy ratings, reflecting uncertainty over earnings stability and regulatory impacts on the cannabis REIT sector.
Trailing returns across standard periods
Latest headlines on both assets
EWT tracks the MSCI Taiwan 25/50 Index, providing targeted exposure to large and mid-cap companies in Taiwan. It is heavily concentrated in the information technology sector, serving as a liquid instrument for investors seeking a single-country view of Taiwan's export-oriented and tech-driven economy.
Read more on EWT →Innovative Industrial Properties Inc is a real estate investment trust engaged in the acquisition, ownership, and management of specialized industrial properties leased to state-licensed operators for their regulated medical-use cannabis facilities. It conducts its business through a traditional umbrella partnership real estate investment trust, or UPREIT structure, in which properties are owned by Operating Partnership, directly or through subsidiaries. Its property portfolio is spread across the United States.
Read more on IIPR →