Taiwan Semiconductor Mfg. Co. Ltd. vs Vanguard Global ex-US Real Estate Index Fd ETF — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $433.4 (market cap $2.03T), while Vanguard Global ex-US Real Estate Index Fd ETF trades at $44.53. The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.94% dividend while Vanguard Global ex-US Real Estate Index Fd ETF pays none, and Taiwan Semiconductor Mfg. Co. Ltd. is trading nearer its 52-week high, Vanguard Global ex-US Real Estate Index Fd ETF nearer its low. Which is the better fit depends on your goals.
| TSM | VNQI | |
|---|---|---|
Market Cap | $2.03T | — |
Sector | Technology | — |
52-Week High | $477.57 | $50.76 |
52-Week Low | $258.91 | $43.26 |
Enterprise Value | $1.95T | — |
Dividend Yield | 0.94% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $439.00, up 2.35% with strong bullish momentum. The stock shows robust fundamentals with 44.56% net margin and consistent earnings beats. Technical indicators signal bullish momentum with price near pivot point support. Recent news highlights TSMC's dominant 73% foundry market share and AI-driven growth prospects, with analyst consensus strongly bullish.
Outlook remains positive with 72% analyst buy ratings and $541.29 price target representing 23% upside. Key risks include geopolitical tensions and capital-intensive expansion, but strong cash flow generation and AI semiconductor demand support continued growth momentum.
VNQI (Vanguard Global ex-U.S. Real Estate ETF) trades at $44.95, down 0.71% with a bearish technical signal. The ETF focuses on international real estate across 30+ countries, offering a higher dividend yield than domestic peers but showing lower recent returns. Moving averages indicate selling pressure while oscillators remain neutral. Recent news highlights institutional selling and comparisons with competing real estate ETFs.
The outlook remains cautious due to technical weakness and international real estate market volatility. Investment opportunity lies in global diversification and attractive dividend yield, but risks include currency exposure and underperformance versus U.S. real estate. The bearish technical setup suggests near-term pressure despite neutral fundamental positioning.
Trailing returns across standard periods
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 S&P Global ex-US Property Index, a float-adjusted, market-capitalization-weighted index that measures the equity market performance of international real estate stocks in both developed and emerging markets. The index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs) and certain real estate management and development companies (REMDs).
Read more on VNQI →