Compare VanEck Semiconductor ETF (SMH) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
VanEck Semiconductor ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? VanEck Semiconductor ETF trades at $603.8 (market cap $73.92B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.19 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 28× VanEck Semiconductor ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while VanEck Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Semiconductor ETF for 101 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| SMH | TSM | |
|---|---|---|
Market Cap | $73.92B | $2.07T |
Volume | 11,050,892 | 13,244,224 |
52-Week High | $668.91 | $485.80 |
52-Week Low | $325.10 | $275.06 |
Typical Hold Time | 101 Days | 110 Days |
Sector | — | Technology |
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
SMH trades at $603.33, down 3.47% on the day, but maintains a bullish technical outlook with strong moving average support. The semiconductor ETF has delivered exceptional returns, up approximately 69% year-to-date through September 30, 2026, significantly outperforming the broader market. Recent sector strength is driven by AI demand and positive industry developments, including AMD's $8.2 billion acquisition of World Labs.
The semiconductor sector's structural growth, particularly in AI applications, supports continued upside potential. However, concentration risk in top holdings like Nvidia and sensitivity to US-China trade tensions present meaningful headwinds. Current technical levels suggest support at $597 with resistance at $620, providing clear near-term trading parameters.
TSM trades at $453.31, down 4.0% over 24 hours, with a bullish technical signal from moving averages and strong support at $450. The company shows robust fundamentals, with Q2 2026 EPS of $4.22 beating estimates and revenue growth accelerating to $3.81T in 2025. Net income margin expanded to 49.92%, and cash flow from operations reached $2.27T, underscoring financial health.
Outlook remains positive driven by AI demand and pricing power, with a consensus price target of $578.43 implying 28% upside. Risks include geopolitical tensions and high valuation multiples, but analyst sentiment is strongly bullish with 72% buy ratings, supporting long-term growth prospects for investors.
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 Semiconductor ETF
The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →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 →
