Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs Consumer Discretionary Select Sector SPDR Fund (XLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $428.53 (market cap $1.93T), while Consumer Discretionary Select Sector SPDR Fund trades at $118. The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Consumer Discretionary Select Sector SPDR Fund pays none, and Taiwan Semiconductor Mfg. Co. Ltd. is trading nearer its 52-week high, Consumer Discretionary Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| TSM | XLY | |
|---|---|---|
Market Cap | $1.93T | — |
Sector | Technology | — |
52-Week High | $477.57 | $124.52 |
52-Week Low | $227.33 | $105.64 |
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
TSM trades at $429.30, up 2.59% with a bullish technical signal, supported by strong earnings beats and robust revenue growth driven by AI demand. The stock is near its 52-week high, with a consensus price target of $545.67 indicating significant upside potential. Recent news highlights record July revenue growth of 44.7% year-over-year and a $1.8 billion joint venture with Sony for image sensors.
Outlook remains positive due to sustained AI-driven demand and expansion plans, but risks include geopolitical tensions and high valuation multiples. The company's solid cash flow and profitability support further growth, though investors should monitor competitive pressures and macroeconomic volatility.
XLY trades at $118.93, down 0.62% today, with a bullish technical signal from moving averages and neutral oscillators. Analyst consensus is unanimously positive with a 100% buy rating. The ETF shows strong technical momentum, though RSI levels indicate potential overbought conditions near-term.
The outlook remains favorable given bullish analyst sentiment and technical trends, but risks include consumer spending sensitivity to inflation and concentrated holdings. Upside potential hinges on sustained discretionary spending, while economic slowdowns pose a threat to performance.
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 Consumer Discretionary 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: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →
