Nasdaq100 ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Nasdaq100 ETF trades at $751.27 (market cap $506.92B), 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 4.1× Nasdaq100 ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Nasdaq100 ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Nasdaq100 ETF for 162 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| QQQ | TSM | |
|---|---|---|
Market Cap | $506.92B | $2.07T |
Volume | 48,326,518 | 13,244,224 |
52-Week High | $759.66 | $485.80 |
52-Week Low | $558.34 | $275.06 |
Typical Hold Time | 162 Days | 110 Days |
Sector | — | Technology |
Enterprise Value | — | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
QQQ trades at $751.27, down 0.85% on the day, with a bullish technical signal from moving averages and neutral oscillators. The ETF shows strong institutional interest but faces mixed analyst sentiment with a 50% buy and 50% sell rating. Recent news highlights ongoing comparisons with lower-fee alternatives like QQQM and VOO, while AI-driven tech exposure remains a key growth driver amid market volatility concerns.
The outlook for QQQ hinges on tech sector performance and interest rate sensitivity. Opportunities include AI innovation and Nasdaq 100 leadership, but risks involve high concentration in tech stocks, valuation pressures, and macroeconomic headwinds. Investor sentiment is divided, reflecting the ETF's growth potential against fee competitiveness and market cyclicality.
TSM trades at $457.99, down 3.01% today, but maintains strong technical support near $450. The company demonstrates robust fundamentals with Q2 2026 EPS beating expectations at $4.22 versus $3.81, and revenue growth accelerating from $2.89T in 2024 to $3.81T in 2025. Analyst sentiment remains overwhelmingly positive with 18 buy ratings and a $578.43 consensus price target, representing 26% upside potential. Recent news highlights TSM's pivotal role in AI chip manufacturing and upcoming dividend payments.
TSM presents a compelling growth opportunity driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples warrant caution. The stock's current pullback offers entry opportunity with strong institutional support and consistent earnings beats supporting the bullish thesis.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
The ETF is designed to track the performance of the securities and the stocks in the NASDAQ-100 Index. To maintain the composition and weightings, the advisor adjusts the ETF from time to time to conform to periodic changes in the index target.
Read more on QQQ →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 →