Sea Limited vs VanEck Vietnam ETF — how do they compare? Sea Limited trades at $95.7 (market cap $56.89B), while VanEck Vietnam ETF trades at $16.74 (market cap $469.76M). The key difference: Sea Limited is far larger — about 121.1× VanEck Vietnam ETF's market cap, and VanEck Vietnam ETF is more actively traded (375,157 versus 5,359,457). Which is the better fit depends on your goals — on Pluang, investors hold Sea Limited for 102 Days and VanEck Vietnam ETF for 51 Days on average.
| SE | VNM | |
|---|---|---|
Market Cap | $56.89B | $469.76M |
Volume | 5,359,457 | 375,157 |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $188.00 | $19.80 |
52-Week Low | $78.16 | $16.34 |
Typical Hold Time | 102 Days | 51 Days |
Enterprise Value | $51.92B | — |
Signals from Pluang's Aura AI — not financial advice
Sea Limited (SE) trades at $95.40, up 0.78% with bearish technical signals but strong fundamentals. The company shows impressive revenue growth from $12.4B in 2022 to $22.9B in 2025, achieving profitability with net income of $1.58B. Recent earnings beat expectations in Q1 and Q2 2026, while analyst consensus remains strongly bullish with a $153.67 price target representing 61% upside potential.
SE presents a compelling growth story with expanding profitability and positive cash flow generation. Key risks include competitive pressures in e-commerce and gaming markets, while the technical bearish signal and recent insider selling warrant monitoring. The significant gap between current price and analyst targets suggests potential for substantial upside if execution continues.
VNM trades at $16.87, down 0.35% today, with a bearish technical signal from moving averages. The ETF faces sector concentration risks in real estate and financials while offering exposure to Vietnam's long-term growth potential. Recent news indicates Vietnam is nearing a trade deal with the US, which could provide macroeconomic support.
The outlook remains cautious due to technical weakness and sector headwinds, though selective capital rotation away from AI-heavy markets may benefit Vietnam-focused assets. Key risks include interest rate volatility and concentrated sector exposure limiting near-term upside despite fair valuations around 15x P/E.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →VNM is the first and largest U.S.-listed ETF providing targeted exposure to the Vietnamese equity market. It tracks the MarketVector™ Vietnam Local Index, which includes publicly traded companies that are locally incorporated in Vietnam. It serves as a liquid, transparent vehicle for investors looking to participate in Vietnam's transition into a global manufacturing hub and its long-term potential for emerging market reclassification.
Read more on VNM →