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 $453.31 (market cap $2.07T), while Consumer Discretionary Select Sector SPDR Fund trades at $112.85 (market cap $21.89B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 94.6× Consumer Discretionary Select Sector SPDR Fund's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Consumer Discretionary 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 Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| TSM | XLY | |
|---|---|---|
Market Cap | $2.07T | $21.89B |
Volume | 13,244,224 | 5,690,342 |
Sector | Technology | — |
52-Week High | $485.80 | $124.52 |
52-Week Low | $275.06 | $105.64 |
Typical Hold Time | 110 Days | 114 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 $457.99, down 3.01% on the day, amid a bullish technical setup with strong support at $450. The company demonstrates robust fundamentals, with 2025 revenue of $3.81T and net income of $1.70T, yielding a net margin of 44.56%. Recent quarterly EPS beats and a consensus analyst price target of $578.43 highlight positive momentum, supported by strong cash flow generation and a dominant position in semiconductor manufacturing.
The outlook for TSM remains favorable, driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples present challenges. Earnings growth and execution on advanced node production are key catalysts for further upside, while competition and macroeconomic pressures are primary risks for investors to weigh.
XLY trades at $111.70, up 0.31% with mixed technical signals showing a bullish overall trend but bearish moving averages. The ETF has underperformed the consumer staples sector in 2026, declining over 7% while XLP gained 6.6%. Analyst consensus remains unanimously bullish with 100% buy ratings, though technical indicators show RSI_6 at 82.40 suggesting potential overbought conditions near-term.
XLY faces headwinds from consumer spending shifts toward value and persistent inflation pressures, but potential catalysts include holiday retail growth projections and the 'funflation' trend. The ETF's heavy concentration in top holdings creates both opportunity and risk, with support at $110-$111 and resistance at $112-$113 defining near-term price action.
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
No sentiment data available yet.
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 →
