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 $453.31 (market cap $2.07T), while Vanguard Global ex-US Real Estate Index Fd ETF trades at $42.15 (market cap $3.80B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 544.7× Vanguard Global ex-US Real Estate Index Fd ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Vanguard Global ex-US Real Estate Index Fd 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 Global ex-US Real Estate Index Fd ETF for 95 Days on average.
| TSM | VNQI | |
|---|---|---|
Market Cap | $2.07T | $3.80B |
Volume | 13,244,224 | 277,049 |
Sector | Technology | — |
52-Week High | $485.80 | $50.76 |
52-Week Low | $275.06 | $41.81 |
Typical Hold Time | 110 Days | 95 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% today, but maintains strong technical support near $450. The company demonstrates robust fundamentals with Q2 2026 EPS beating expectations at $4.22 versus $3.81, and revenue growth accelerating from $2.89T in 2024 to $3.81T in 2025. Analyst sentiment remains overwhelmingly positive with 18 buy ratings and a $578.43 consensus price target, representing 26% upside potential. Recent news highlights TSM's pivotal role in AI chip manufacturing and upcoming dividend payments.
TSM presents a compelling growth opportunity driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples warrant caution. The stock's current pullback offers entry opportunity with strong institutional support and consistent earnings beats supporting the bullish thesis.
VNQI trades at $41.82, showing minimal daily movement with a 0.02% gain. Technical indicators signal bearish momentum as moving averages show unanimous selling pressure, though oscillators remain neutral. Recent news highlights a significant 45.9% drop in short interest in September 2026, while the fund continues to offer competitive advantages including exposure to international real estate markets across 30+ countries and a higher dividend yield compared to domestic alternatives.
The ETF faces headwinds from global real estate market volatility but maintains structural strengths through diversification and cost efficiency. Key risks include international economic sensitivity and currency fluctuations, while the reduced short interest suggests some investor confidence. Long-term appeal lies in international real estate exposure and income generation potential.
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 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 →