iShares Global Tech ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? iShares Global Tech ETF trades at $149.37 (market cap $10.03B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.7 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 206.4× iShares Global Tech ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while iShares Global Tech ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold iShares Global Tech ETF for 46 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| IXN | TSM | |
|---|---|---|
Market Cap | $10.03B | $2.07T |
Volume | 286,617 | 13,244,224 |
Sector | Sector/Thematic | Technology |
52-Week High | $152.94 | $485.80 |
52-Week Low | $95.76 | $275.06 |
Typical Hold Time | 46 Days | 110 Days |
Enterprise Value | — | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
IXN trades at $152.16, down 0.51% today but near its 52-week high of $151.40, reflecting strong momentum. Technical indicators show a bullish moving average signal but overbought RSI levels. Recent news highlights the ETF's 34% gain and multiple compression, with a high-teens P/E ratio and 28.5% long-term EPS growth rate, emphasizing global tech exposure beyond the U.S.
The outlook remains positive due to AI exposure and global diversification, but risks include portfolio concentration and overbought conditions. Analyst sentiment is bullish, with buy ratings citing valuation appeal, though investors should monitor tech sector volatility and competitive pressures from international firms.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
IXN provides exposure to global electronics, software, and hardware companies. It tracks the S&P Global 1200 Information Technology Index, covering tech leaders across both developed and emerging markets.
Read more on IXN →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 →