iShares US Aerospace & Defense ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? iShares US Aerospace & Defense ETF trades at $206.65 (market cap $11.87B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.31 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 174.4× iShares US Aerospace & Defense ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while iShares US Aerospace & Defense ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold iShares US Aerospace & Defense ETF for 19 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| ITA | TSM | |
|---|---|---|
Market Cap | $11.87B | $2.07T |
Volume | 1,060,125 | 13,244,224 |
Sector | Sector/Thematic | Technology |
52-Week High | $253.22 | $485.80 |
52-Week Low | $198.23 | $275.06 |
Typical Hold Time | 19 Days | 110 Days |
Enterprise Value | — | $1.99T |
Dividend Yield | — | 0.89% |
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TSM trades at $457.99, down 3.01% on the day, amid a bullish technical setup with strong support at $450. The company demonstrates robust fundamentals, with 2025 revenue of $3.81T and net income of $1.70T, yielding a net margin of 44.56%. Recent quarterly EPS beats and a consensus analyst price target of $578.43 highlight positive momentum, supported by strong cash flow generation and a dominant position in semiconductor manufacturing.
The outlook for TSM remains favorable, driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples present challenges. Earnings growth and execution on advanced node production are key catalysts for further upside, while competition and macroeconomic pressures are primary risks for investors to weigh.
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iShares U.S. Aerospace & Defense ETF seeks to track U.S. companies in the aerospace and defense sector. Its holdings include manufacturers of commercial and military aircraft, defense systems, and related equipment.
Read more on ITA →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →