Taiwan Semiconductor Mfg. Co. Ltd. vs Health Care Select Sector SPDR Fund — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.6 (market cap $2.07T), while Health Care Select Sector SPDR Fund trades at $170.66 (market cap $43.48B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 47.6× Health Care Select Sector SPDR Fund's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Health Care 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 Health Care Select Sector SPDR Fund for 100 Days on average.
| TSM | XLV | |
|---|---|---|
Market Cap | $2.07T | $43.48B |
Volume | 13,244,224 | 11,121,431 |
Sector | Technology | — |
52-Week High | $485.80 | $175.68 |
52-Week Low | $275.06 | $141.95 |
Typical Hold Time | 110 Days | 100 Days |
Enterprise Value | $1.99T | — |
Dividend Yield | 0.89% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
XLV trades at $170.86, up 1.21% with a bearish technical signal from moving averages while oscillators remain neutral. The healthcare ETF shows strong cost advantages with a 0.08% expense ratio compared to peers, holding 61 diversified healthcare stocks from the S&P 500. Recent news highlights XLV's defensive characteristics during potential Fed rate hikes and political volatility.
The ETF offers defensive exposure to healthcare with low costs, though technical indicators suggest near-term pressure. Key risks include sector-specific regulatory changes and election uncertainty, while the fund's diversification provides stability amid market volatility.
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 →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 companies from the following industries: pharmaceuticals; health care equipment & supplies; health care providers & services; biotechnology; life sciences tools & services; and health care technology. The fund is non-diversified.
Read more on XLV →