Taiwan Semiconductor Mfg. Co. Ltd. vs Vanguard Emerging Markets Stock Index Fund ETF — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.72 (market cap $2.07T), while Vanguard Emerging Markets Stock Index Fund ETF trades at $59.65 (market cap $168.50B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 12.3× Vanguard Emerging Markets Stock Index Fund ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Vanguard Emerging Markets Stock 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 Emerging Markets Stock Index Fund ETF for 134 Days on average.
| TSM | VWO | |
|---|---|---|
Market Cap | $2.07T | $168.50B |
Volume | 13,244,224 | 9,650,999 |
Sector | Technology | — |
52-Week High | $485.80 | $61.44 |
52-Week Low | $275.06 | $52.42 |
Typical Hold Time | 110 Days | 134 Days |
Enterprise Value | $1.99T | — |
Dividend Yield | 0.89% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
VWO trades at $59.77, down 0.13% on the day, with a bearish technical signal from moving averages and key indicators like ADX signaling selling pressure. Recent news highlights a divergence in performance, with AI-driven strength in Taiwan holdings like TSMC offset by economic weakness in China. The ETF's focus on over 6,000 emerging-market stocks provides diversification but faces concentration risks.
The outlook is cautious due to mixed technicals and regional economic headwinds, particularly in China. Opportunities exist from AI infrastructure growth, but risks include currency volatility and reliance on a few key markets. Investors should weigh the ETF's low expense ratio against emerging-market volatility and slowing growth in major constituents.
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 FTSE Emerging Markets All Cap China A Inclusion Index. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the index in terms of key characteristics.
Read more on VWO →