Taiwan Semiconductor Mfg. Co. Ltd. vs YieldMax Magnificent 7 Fund of Option Income ETFs — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.05 (market cap $2.07T), while YieldMax Magnificent 7 Fund of Option Income ETFs trades at $11.46 (market cap $296.92M). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 6971.6× YieldMax Magnificent 7 Fund of Option Income ETFs's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while YieldMax Magnificent 7 Fund of Option Income ETFs pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and YieldMax Magnificent 7 Fund of Option Income ETFs for 62 Days on average.
| TSM | YMAG | |
|---|---|---|
Market Cap | $2.07T | $296.92M |
Volume | 13,244,224 | 1,023,545 |
Sector | Technology | Income / Options Overlay |
52-Week High | $485.80 | $15.68 |
52-Week Low | $275.06 | $10.76 |
Typical Hold Time | 110 Days | 62 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.
YMAG trades at $11.49, down 0.69% with a bullish technical signal supported by moving averages. The ETF maintains consistent weekly dividend distributions, though key valuation ratios remain unavailable. Recent news highlights ongoing distribution announcements and trading activity, with the stock showing moderate volatility within a tight $11-12 range.
The outlook remains cautiously optimistic given the bullish technical setup and income generation through dividends. However, risks include NAV stability concerns during earnings periods and dependency on underlying option strategies. Investors should weigh the high distribution yield against potential capital volatility in market downturns.
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 →YMAG is an actively managed 'fund of funds' that provides equal-weighted exposure to the seven YieldMax ETFs tracking the 'Magnificent 7' tech giants (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla). It seeks to generate high current income by harvesting option premiums across these leaders, offering a streamlined way to access concentrated tech volatility in an income-producing format.
Read more on YMAG →