iShares MSCI Taiwan ETF vs TransMedics Group Inc — how do they compare? iShares MSCI Taiwan ETF trades at $114.05 (market cap $12.74B), while TransMedics Group Inc trades at $77.34 (market cap $2.74B). The key difference: iShares MSCI Taiwan ETF is far larger — about 4.6× TransMedics Group Inc's market cap, and iShares MSCI Taiwan ETF is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares MSCI Taiwan ETF for 52 Days and TransMedics Group Inc for 24 Days on average.
| EWT | TMDX | |
|---|---|---|
Market Cap | $12.74B | $2.74B |
Volume | 8,470,920 | 949,331 |
Sector | Broad Market / Factor | Health |
52-Week High | $118.00 | $150.42 |
52-Week Low | $60.03 | $61.99 |
Typical Hold Time | 52 Days | 24 Days |
Enterprise Value | — | $3.13B |
Signals from Pluang's Aura AI — not financial advice
EWT trades at $114.01, down 1.92% on the day, with technical indicators showing a bullish trend supported by moving averages while oscillators remain neutral. The ETF maintains strong exposure to Taiwan's semiconductor sector, particularly TSMC, which represents 22.5% of its portfolio. Recent news highlights Taiwan's strategic importance in AI chip manufacturing and ongoing US-Taiwan economic cooperation, with Taiwanese companies planning $20 billion in US investments driven by AI demand (Reuters, 2026-09-02).
The outlook remains positive given Taiwan's central role in AI semiconductor supply chains, though geopolitical tensions with China present significant risks. Analyst sentiment is generally bullish with institutional investors increasing positions, including Bank of America's 22.4% stake increase in Q2 2026. Key support levels at $110-$112 provide downside protection while resistance sits at $115-$117.
TransMedics Group (TMDX) trades at $80.69, down 0.47% on the day, amid a bearish technical signal and mixed earnings performance. The company reported strong revenue growth to $605.49M in 2025 with a net income margin of 22.69%, but recent quarters have seen earnings misses. Analyst sentiment remains positive with a consensus price target of $99.75 and a 69% buy rating, though news flow includes investigations into fiduciary duties.
The outlook balances robust fundamentals against near-term headwinds. Upside potential exists from the high analyst target and strong profitability metrics like a 36.28% ROE, but risks include earnings volatility, margin pressure, and ongoing legal scrutiny. The stock's current valuation at a P/E of 20.47 offers a reasonable entry if execution improves.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →