Fabrinet vs VanEck Vietnam ETF — how do they compare? Fabrinet trades at $491.95 (market cap $17.46B), while VanEck Vietnam ETF trades at $16.72 (market cap $469.76M). The key difference: Fabrinet is far larger — about 37.2× VanEck Vietnam ETF's market cap, and Fabrinet is trading nearer its 52-week high, VanEck Vietnam ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fabrinet for 30 Days and VanEck Vietnam ETF for 51 Days on average.
| FN | VNM | |
|---|---|---|
Market Cap | $17.46B | $469.76M |
Volume | 1,199,886 | 375,157 |
Sector | Technology | Sector/Thematic |
52-Week High | $746.47 | $19.80 |
52-Week Low | $361.94 | $16.34 |
Typical Hold Time | 30 Days | 51 Days |
Enterprise Value | $16.59B | — |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $486.8, down 2.25% on the day, amid a mixed technical picture with a bullish moving average signal but overbought RSI levels. Fundamentally, the company shows strong growth with Q2 2026 EPS of $4.10 beating expectations, revenue projected to rise to $4.6B in 2026, and robust profitability metrics including a 21.33% ROE. Recent news highlights surging AI data center demand driving expansion.
The outlook is positive given analyst consensus of a $769.50 price target and 75% buy ratings, though risks include customer concentration and high capital expenditures impacting cash flow. The stock offers exposure to AI infrastructure growth but requires monitoring of execution and competitive pressures.
VNM trades at $16.87, down 0.35% today, with a bearish technical signal from moving averages. The ETF faces sector concentration risks in real estate and financials while offering exposure to Vietnam's long-term growth potential. Recent news indicates Vietnam is nearing a trade deal with the US, which could provide macroeconomic support.
The outlook remains cautious due to technical weakness and sector headwinds, though selective capital rotation away from AI-heavy markets may benefit Vietnam-focused assets. Key risks include interest rate volatility and concentrated sector exposure limiting near-term upside despite fair valuations around 15x P/E.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →VNM is the first and largest U.S.-listed ETF providing targeted exposure to the Vietnamese equity market. It tracks the MarketVector™ Vietnam Local Index, which includes publicly traded companies that are locally incorporated in Vietnam. It serves as a liquid, transparent vehicle for investors looking to participate in Vietnam's transition into a global manufacturing hub and its long-term potential for emerging market reclassification.
Read more on VNM →