Compare · 2 funds side by side · dividends reinvested

MTAW and SOXX

MTAWHarbor×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,133SOXX · best of the two

02 / 03

MTAW and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B1.0

Meta AI Lab Ecosystem ETFThematic · AI & semis0.59%0.00%[…][…][…][…][…][…]$1M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MTAW 2026 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Meta AI Lab Ecosystem ETF · $1M[…]

MTAW

SOXX

iShares Semiconductor ETF · $44.3B$31,133

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

MTAWMeasureSOXX

[…]Year to dateJan 1 → Nov 3+54.7%

[…]1 yearTotal return+52.2%

[…]3 years · per year$10,000 became […] · $31,937+47.3%

[…]5 years · per year$10,000 became […] · $31,133+25.5%

0.59%Expense ratio$59 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $27 a year on $10k0.27%

[…]Worst dropSmaller is better−30.7%

[…]VolatilityLower is calmer47.7%

MTAWSOXX Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2SOXX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MTAW vs SOXX: Top 5 Holdings

Today

MTAW

37.4%in top 5

SOXX

in top 539.1%

MTAWStockSOXX

20.0%METAnot top 5

not top 5AMD9.2%

not top 5NVDA8.0%

not top 5MU7.9%

not top 5AVGO7.6%

not top 5INTC6.3%

4.7%VSTnot top 5

4.4%CIENnot top 5

4.2%ORCLnot top 5

4.1%TSMnot top 5

Held in common16.2%

End-of-day Nov 3, 2026 · share of each fund

MTAW vs SOXX Returns, Every Period

HarborMTAW

[…]

past year

SOXXiShares

+52.2%

past year

Returns […]

MTAWSOXXFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MTAW vs SOXX

YTD

HarborMTAW

[…]

SOXXiShares

+54.7%

[…]Year to date+54.7%

[…]Worst drop · 1Y−30.7%

[…]Volatility · 1Y47.7%

0.0%Yield0.3%

$1.3MAssets$44.3B

1–0SOXX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MTAW, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

MTAW0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MTAW, SOXX

0.27%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.27%$27

MTAW0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

MTAW$0 − $59 = −$59

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MTAW, SOXX

Today

16.2%most shared, MTAW and SOXX

MTAWSOXX

MTAW—16.2%

SOXX16.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+52.2%SOXX, at 47.7% volatility

SOXXWorst drop−30.7%47.7% vol

MTAWWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026