Compare VanEck Rare Earth/Strategic Metals (REMX) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
VanEck Rare Earth/Strategic Metals vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? VanEck Rare Earth/Strategic Metals trades at $60.98 (market cap $1.75B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.07 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 1182.9× VanEck Rare Earth/Strategic Metals's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while VanEck Rare Earth/Strategic Metals pays none. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Rare Earth/Strategic Metals for 50 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| REMX | TSM | |
|---|---|---|
Market Cap | $1.75B | $2.07T |
Volume | 930,523 | 13,244,224 |
Sector | Sector/Thematic | Technology |
52-Week High | $109.53 | $485.80 |
52-Week Low | $60.58 | $275.06 |
Typical Hold Time | 50 Days | 110 Days |
Enterprise Value | — | $1.99T |
Dividend Yield | — | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
REMX (VanEck Rare Earth and Strategic Metals ETF) trades at $61.88, down 2.99% with bearish technical signals dominating. The ETF faces pressure from rare earth sector volatility and mixed performance among constituent companies. Technical indicators show oversold conditions with RSI readings below 23, while ADX signals strong bearish momentum. Recent news highlights sector challenges including China's export controls and shifting trade policies affecting critical minerals.
The rare earth sector faces structural headwinds despite strategic importance. While U.S. supply chain development offers long-term potential, high volatility (~50% annualized) and China concentration pose significant risks. Current technical weakness suggests cautious approach until fundamental catalysts emerge from constituent company developments or policy shifts.
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About VanEck Rare Earth/Strategic Metals
REMX invests in global companies involved in producing, refining, and recycling rare earth and strategic metals. It provides targeted exposure to critical minerals used in high-tech and green energy, with top holdings like Albemarle and Pilbara Minerals.
Read more on REMX →About Taiwan Semiconductor Mfg. Co. Ltd.
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 →
