Schwab US Dividend Equity ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Schwab US Dividend Equity ETF trades at $32.82, while Taiwan Semiconductor Mfg. Co. Ltd. trades at $423.22 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.94% dividend while Schwab US Dividend Equity ETF pays none, and Schwab US Dividend Equity ETF is trading nearer its 52-week high, Taiwan Semiconductor Mfg. Co. Ltd. nearer its low. Which is the better fit depends on your goals.
| SCHD | TSM | |
|---|---|---|
Sector | Broad Market / Factor | Technology |
52-Week High | $33.04 | $477.57 |
52-Week Low | $26.38 | $227.33 |
Market Cap | — | $1.88T |
Enterprise Value | — | $1.81T |
Dividend Yield | — | 0.94% |
Signals from Pluang's Aura AI — not financial advice
SCHD trades at $32.75, down 0.49% today, with technical indicators showing a bullish trend supported by moving averages. The ETF has delivered strong 2026 performance with a 22% year-to-date return and recently surpassed $100 billion in assets under management. Recent news highlights its defensive sector allocation and consistent dividend growth, with a current yield below its historical average due to price appreciation.
The outlook remains positive given SCHD's quality screening methodology and institutional inflows, though risks include interest rate sensitivity and market volatility. Analyst sentiment is bullish with the fund positioned as a defensive income play with capital appreciation potential in uncertain markets.
TSM trades at $424.61, up 6.59% today, with strong fundamentals including 49.92% net income margin and 40.26% ROE. The stock shows bearish technical signals but has beaten earnings estimates for three consecutive quarters. Recent news highlights TSMC's plans to raise chipmaking prices by up to 10% in 2027, positioning the company to capitalize on AI infrastructure demand.
Analysts maintain strong bullish sentiment with a $547.50 consensus price target (72% buy ratings), though technical indicators suggest near-term caution. Key risks include competitive pressures and market volatility, but TSMC's dominant market position and pricing power provide solid long-term growth prospects.
Trailing returns across standard periods
Latest headlines on both assets
SCHD is an ETF that tracks the Dow Jones U.S. Dividend 100 Index. It selects high-quality companies with a consistent track record of paying dividends, focusing on financial strength metrics like cash flow to total debt and return on equity, and excluding REITs. The fund aims to provide both income and capital appreciation, making it a popular choice for long-term, dividend-focused investors.
Read more on SCHD →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.
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