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 $431.38 (market cap $1.93T), while YieldMax Magnificent 7 Fund of Option Income ETFs trades at $11.29. The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while YieldMax Magnificent 7 Fund of Option Income ETFs pays none, and Taiwan Semiconductor Mfg. Co. Ltd. is trading nearer its 52-week high, YieldMax Magnificent 7 Fund of Option Income ETFs nearer its low. Which is the better fit depends on your goals.
| TSM | YMAG | |
|---|---|---|
Market Cap | $1.93T | — |
Sector | Technology | Income / Options Overlay |
52-Week High | $477.57 | $15.98 |
52-Week Low | $227.33 | $10.76 |
Enterprise Value | $1.85T | — |
Dividend Yield | 0.9% | — |
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.
YMAG trades at $11.29, down 2.59% today, with a bullish technical signal from moving averages but neutral oscillators. The ETF generates weekly dividends, with recent payouts ranging from $0.07 to $0.40, highlighting its income-focused strategy. News coverage emphasizes distribution announcements and NAV stability concerns amid earnings volatility.
Outlook hinges on sustained option income generation, but risks include NAV decay from call spreads and market volatility. Analyst sentiment is mixed, with some viewing it as a tactical buy in rangebound markets. Key risks are earnings-driven NAV swings and competitive ETF structures.
Trailing returns across standard periods
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 →