Taiwan Semiconductor Mfg. Co. Ltd. vs Vanguard Real Estate Index Fund ETF — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.31 (market cap $2.07T), while Vanguard Real Estate Index Fund ETF trades at $90.65 (market cap $70.80B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 29.2× Vanguard Real Estate Index Fund ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Vanguard Real Estate Index Fund ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Vanguard Real Estate Index Fund ETF for 113 Days on average.
| TSM | VNQ | |
|---|---|---|
Market Cap | $2.07T | $70.80B |
Volume | 13,244,224 | 6,073,580 |
Sector | Technology | — |
52-Week High | $485.80 | $100.95 |
52-Week Low | $275.06 | $87.00 |
Typical Hold Time | 110 Days | 113 Days |
Enterprise Value | $1.99T | — |
Dividend Yield | 0.89% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $457.99, down 3.01% on the day, amid a bullish technical setup with strong support at $450. The company demonstrates robust fundamentals, with 2025 revenue of $3.81T and net income of $1.70T, yielding a net margin of 44.56%. Recent quarterly EPS beats and a consensus analyst price target of $578.43 highlight positive momentum, supported by strong cash flow generation and a dominant position in semiconductor manufacturing.
The outlook for TSM remains favorable, driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples present challenges. Earnings growth and execution on advanced node production are key catalysts for further upside, while competition and macroeconomic pressures are primary risks for investors to weigh.
VNQ trades at $89.35, up 0.74% today but facing bearish technical signals with 14 sell signals versus 5 buy signals. The ETF has declined nearly 10% over the past month amid rising Treasury yields and Federal Reserve rate hikes, eroding its income appeal relative to safer alternatives. Recent institutional buying by State Street Corp and Envestnet suggests some value hunting despite sector headwinds.
Outlook remains challenged by interest rate sensitivity, though contrarian investors see opportunity in discounted REIT valuations. Key risks include continued rate hikes and property oversupply, while potential catalysts include yield stabilization and sector rotation if economic conditions improve.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Real Estate 25/50 Index, an index made up of stocks of large, mid-size, and small US companies within the real estate sector. The Advisor attempts to replicate the target index by seeking to invest all of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. It is non-diversified.
Read more on VNQ →