iShares MSCI Taiwan ETF vs iShares Semiconductor ETF — how do they compare? iShares MSCI Taiwan ETF trades at $114.18 (market cap $12.74B), while iShares Semiconductor ETF trades at $559.39 (market cap $48.19B). The key difference: iShares Semiconductor ETF is far larger — about 3.8× iShares MSCI Taiwan ETF's market cap, and iShares MSCI Taiwan ETF is trading nearer its 52-week high, iShares 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 iShares Semiconductor ETF for 46 Days on average.
| EWT | SOXX | |
|---|---|---|
Market Cap | $12.74B | $48.19B |
Volume | 8,470,920 | 10,257,578 |
Sector | Broad Market / Factor | Sector/Thematic |
52-Week High | $118.00 | $655.01 |
52-Week Low | $60.03 | $268.10 |
Typical Hold Time | 52 Days | 46 Days |
Signals from Pluang's Aura AI — not financial advice
EWT (iShares MSCI Taiwan ETF) trades at $114.16, down 1.79% on the day, with a bullish technical signal from moving averages while oscillators remain neutral. The ETF maintains strong exposure to Taiwan's semiconductor sector, particularly TSMC, benefiting from AI-driven demand. Recent news highlights Taiwan's strategic position in AI supply chains with companies planning significant US investments.
The outlook remains positive given Taiwan's dominance in semiconductor manufacturing and AI growth potential, though geopolitical risks and concentration in technology stocks present notable challenges. Institutional interest continues with Bank of America increasing its stake, supporting the ETF's long-term growth narrative despite near-term volatility.
SOXX trades at $559.67, down 3.99% on the day but maintains a bullish technical outlook with strong moving average signals. The semiconductor ETF benefits from AI-driven demand, with Bank of America projecting the global chip market could nearly double by 2030. Recent news highlights strong September performance and ongoing institutional interest, though Michael Burry's expanded short position signals some bearish sentiment.
The outlook remains positive given structural AI growth catalysts, but investors face valuation concerns with SOXX trading at a P/E premium versus broader markets. Key risks include concentration in top holdings and potential AI development slowdowns. Wall Street maintains generally bullish ratings based on earnings growth potential.
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 →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →