iShares MSCI Taiwan ETF vs VanEck Semiconductor ETF — how do they compare? iShares MSCI Taiwan ETF trades at $114.31 (market cap $12.74B), while VanEck Semiconductor ETF trades at $603.33 (market cap $73.92B). The key difference: VanEck Semiconductor ETF is far larger — about 5.8× iShares MSCI Taiwan ETF's market cap, and iShares MSCI Taiwan ETF is trading nearer its 52-week high, VanEck Semiconductor ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares MSCI Taiwan ETF for 52 Days and VanEck Semiconductor ETF for 101 Days on average.
| EWT | SMH | |
|---|---|---|
Market Cap | $12.74B | $73.92B |
Volume | 8,470,920 | 11,050,892 |
Sector | Broad Market / Factor | — |
52-Week High | $118.00 | $668.91 |
52-Week Low | $60.03 | $325.10 |
Typical Hold Time | 52 Days | 101 Days |
Signals from Pluang's Aura AI — not financial advice
EWT trades at $114.31, down 1.66% today, with a bullish technical signal from moving averages and neutral oscillators. The ETF shows strong exposure to Taiwan's semiconductor sector, particularly TSMC, driving AI-related growth potential. Recent news highlights Taiwan's $20 billion investment in US AI infrastructure and institutional buying interest from Bank of America.
Outlook remains positive due to Taiwan's central role in AI chip manufacturing, though geopolitical risks with China pose significant headwinds. Valuation appears reasonable for tech-focused exposure, but investors must weigh growth potential against regional political uncertainty.
SMH trades at $603.33, down 3.47% on the day, but maintains a bullish technical outlook with strong moving average support. The semiconductor ETF has delivered exceptional returns, up approximately 69% year-to-date through September 30, 2026, significantly outperforming the broader market. Recent sector strength is driven by AI demand and positive industry developments, including AMD's $8.2 billion acquisition of World Labs.
The semiconductor sector's structural growth, particularly in AI applications, supports continued upside potential. However, concentration risk in top holdings like Nvidia and sensitivity to US-China trade tensions present meaningful headwinds. Current technical levels suggest support at $597 with resistance at $620, providing clear near-term trading parameters.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →