YieldMax TSLA Option Income Strategy ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? YieldMax TSLA Option Income Strategy ETF trades at $22.45 (market cap $697.51M), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.13 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 2967.7× YieldMax TSLA Option Income Strategy ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while YieldMax TSLA Option Income Strategy ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold YieldMax TSLA Option Income Strategy ETF for 43 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| TSLY | TSM | |
|---|---|---|
Market Cap | $697.51M | $2.07T |
Volume | 338,271 | 13,244,224 |
Sector | Income / Options Overlay | Technology |
52-Week High | $43.35 | $485.80 |
52-Week Low | $20.49 | $275.06 |
Typical Hold Time | 43 Days | 110 Days |
Enterprise Value | — | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
TSLY trades at $22.60, down 0.44% with a bullish technical signal supported by moving averages. The ETF maintains consistent weekly dividend distributions averaging $0.21-0.23, though recent analysis highlights concerns about capital erosion despite high yields. Technical indicators show support at $22 and resistance at $23, with neutral oscillators suggesting limited momentum.
While TSLY offers attractive income generation through its option income strategy, the fund faces structural limitations in capturing Tesla's upside potential. Recent downgrades to Hold reflect diminished return prospects amid Tesla's volatility changes. The primary risk remains the trade-off between high distributions and long-term capital preservation.
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
TSLY is an actively managed ETF that seeks to provide high monthly income by employing a synthetic covered call strategy on Tesla, Inc. (TSLA). It does not own Tesla stock directly; instead, it uses a combination of call and put options to simulate long exposure while simultaneously selling call options to collect premiums. It is designed for income-focused investors who are willing to trade TSLA's potential upside for immediate, aggressive yield.
Read more on TSLY →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 →