Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs State Street SPDR S&P Homebuilders ETF (XHB) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs State Street SPDR S&P Homebuilders ETF — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $430.58 (market cap $1.93T), while State Street SPDR S&P Homebuilders ETF trades at $108.31. The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while State Street SPDR S&P Homebuilders ETF pays none, and Taiwan Semiconductor Mfg. Co. Ltd. is trading nearer its 52-week high, State Street SPDR S&P Homebuilders ETF nearer its low. Which is the better fit depends on your goals.
| TSM | XHB | |
|---|---|---|
Market Cap | $1.93T | — |
Sector | Technology | Broad Market / Factor |
52-Week High | $477.57 | $121.36 |
52-Week Low | $227.33 | $94.86 |
Enterprise Value | $1.85T | — |
Dividend Yield | 0.9% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Taiwan Semiconductor Manufacturing (TSM) trades at $432.11, up 3.26% today, with a bullish technical signal and strong earnings momentum after beating estimates for three consecutive quarters. Revenue growth is robust, with July 2026 sales up 44.7% year-over-year (Bloomberg, 2026-08-10), driven by AI demand. The stock is supported by high profitability margins and a consensus analyst price target of $545.67, indicating significant upside potential.
The outlook remains positive given accelerating AI-driven revenue and expansion investments, but risks include geopolitical tensions in Taiwan and competitive pressures. Valuation multiples are elevated, with a P/E of 31.86, requiring sustained growth to justify current levels. Institutional sentiment is strongly bullish, with 72% of analysts rating the stock a buy.
XHB trades at $108.35 with a slight 0.1% daily gain, showing bullish technical momentum with strong moving average support. The ETF benefits from positive housing market developments including new home sales growth and supportive legislation, though mixed economic data creates uncertainty. Technical indicators show overall bullish sentiment with 14 buy signals versus 3 sell signals.
The outlook remains cautiously optimistic as housing affordability legislation and seasonal demand provide tailwinds, but high mortgage rates and record home prices pose headwinds. Key risks include interest rate sensitivity and economic volatility, while institutional positioning suggests selective confidence in the homebuilding sector's recovery prospects.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Taiwan Semiconductor Mfg. Co. Ltd.
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 →About State Street SPDR S&P Homebuilders ETF
XHB invests in the U.S. homebuilding industry and related sectors. It provides equal-weighted exposure to homebuilders, building products, and home improvement retailers like Home Depot, Lowe's, and Builders FirstSource.
Read more on XHB →
