Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs Utilities Select Sector SPDR Fund (XLU) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs Utilities Select Sector SPDR Fund — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $454 (market cap $2.07T), while Utilities Select Sector SPDR Fund trades at $41.23 (market cap $23.60B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 87.7× Utilities Select Sector SPDR Fund's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Utilities Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Utilities Select Sector SPDR Fund for 80 Days on average.
| TSM | XLU | |
|---|---|---|
Market Cap | $2.07T | $23.60B |
Volume | 13,244,224 | 28,758,237 |
Sector | Technology | — |
52-Week High | $485.80 | $47.73 |
52-Week Low | $275.06 | $39.25 |
Typical Hold Time | 110 Days | 80 Days |
Enterprise Value | $1.99T | — |
Dividend Yield | 0.89% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
XLU trades at $41.15, down slightly by 0.02% with mixed technical signals showing a bullish moving average trend but neutral oscillators. The ETF recently hit 52-week lows amid sector-wide pressure from rising interest rates. Recent news highlights utility stocks as oversold with potential defensive appeal during market volatility.
The outlook remains cautious due to interest rate sensitivity, though oversold conditions may present opportunity for defensive positioning. Key risks include continued rate hikes and regulatory pressures, while potential upside exists if utilities regain favor as AI power demand grows.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
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 Utilities Select Sector SPDR Fund
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.
Read more on XLU →
