First Trust NASDAQ 100 Technology Index Fund vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? First Trust NASDAQ 100 Technology Index Fund trades at $330.53 (market cap $4.10B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.08 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 504.9× First Trust NASDAQ 100 Technology Index Fund's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while First Trust NASDAQ 100 Technology Index Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold First Trust NASDAQ 100 Technology Index Fund for 40 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| QTEC | TSM | |
|---|---|---|
Market Cap | $4.10B | $2.07T |
Volume | 264,303 | 13,244,224 |
Sector | Broad Market / Factor | Technology |
52-Week High | $340.28 | $485.80 |
52-Week Low | $207.03 | $275.06 |
Typical Hold Time | 40 Days | 110 Days |
Enterprise Value | — | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
QTEC, the First Trust NASDAQ-100-Technology Sector ETF, trades at $335.82, down 1.31% on the day. Technical indicators show a bullish trend from moving averages but caution from overbought RSI levels. The ETF provides equal-weighted exposure to the technology sector, with recent analysis highlighting its broader sector definition and liquidity advantages.
The outlook for QTEC is supported by bullish technical trends and its role in tech exposure, though overbought conditions and sector volatility present risks. Investment opportunity lies in diversified tech access, but investors face market sensitivity and valuation pressures inherent to technology stocks.
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
QTEC is an ETF that seeks to track the performance of the NASDAQ-100 Technology Sector Index. The fund provides targeted exposure to companies within the NASDAQ-100 that are classified as technology or telecommunications companies, focusing on firms involved in software, hardware, and related services. QTEC is a tool for investors seeking focused exposure to high-growth, large-cap technology companies listed on the NASDAQ exchange.
Read more on QTEC →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 →