Taiwan Semiconductor Mfg. Co. Ltd. vs State Street PDR S&P Retail ETF — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.31 (market cap $2.07T), while State Street PDR S&P Retail ETF trades at $84.09 (market cap $389.66M). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 5312.3× State Street PDR S&P Retail ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while State Street PDR S&P Retail ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and State Street PDR S&P Retail ETF for 45 Days on average.
| TSM | XRT | |
|---|---|---|
Market Cap | $2.07T | $389.66M |
Volume | 13,244,224 | 4,275,820 |
Sector | Technology | Broad Market / Factor |
52-Week High | $485.80 | $92.35 |
52-Week Low | $275.06 | $77.28 |
Typical Hold Time | 110 Days | 45 Days |
Enterprise Value | $1.99T | — |
Dividend Yield | 0.89% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $457.99, down 3.01% today, but maintains strong technical support near $450. The company demonstrates robust fundamentals with Q2 2026 EPS beating expectations at $4.22 versus $3.81, and revenue growth accelerating from $2.89T in 2024 to $3.81T in 2025. Analyst sentiment remains overwhelmingly positive with 18 buy ratings and a $578.43 consensus price target, representing 26% upside potential. Recent news highlights TSM's pivotal role in AI chip manufacturing and upcoming dividend payments.
TSM presents a compelling growth opportunity driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples warrant caution. The stock's current pullback offers entry opportunity with strong institutional support and consistent earnings beats supporting the bullish thesis.
XRT trades at $83.91, up 1.21% today, with a bullish technical signal but bearish moving averages. Key resistance is at $85, with support at $83. The ETF tracks the retail sector, which faces mixed signals from economic data and consumer sentiment. Recent retail sales showed a rebound in August after a July dip, highlighting sector volatility.
Outlook is cautious due to macroeconomic pressures like inflation and interest rates, which may weigh on consumer spending. Analyst sentiment is mixed, with some expecting underperformance. Risks include economic headwinds and competitive pressures, but the ETF offers diversified retail exposure for investors betting on holiday sales strength.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
No sentiment data available yet.
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 →XRT is an equal-weighted ETF that tracks the U.S. retail sector. It provides diversified exposure to apparel, automotive, and online retailers, including well-known names like Amazon, Target, and Costco.
Read more on XRT →