EPAI vs. AGIQ

Last updated Jun 24, 2026

EPAI (Harbor AI Inflection Strategy ETF) and AGIQ (SoFi Agentic AI ETF) are both Technology Equities funds. EPAI is actively managed, while AGIQ is passively managed. A 0.63 correlation means they provide meaningful diversification when combined. EPAI charges 0.88%/yr vs 0.69%/yr for AGIQ.

Performance

EPAI vs. AGIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor AI Inflection Strategy ETF (EPAI) and SoFi Agentic AI ETF (AGIQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EPAI achieves a 48.89% return, which is significantly higher than AGIQ's 2.43% return.

EPAI

• 1D: -4.72%
• 1M: 7.32%
• YTD: 48.89%
• 6M: 46.39%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AGIQ

• 1D: -1.94%
• 1M: -3.13%
• YTD: 2.43%
• 6M: 0.34%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EPAI vs. AGIQ - Yearly Performance Comparison

	2026 (YTD)	2025
EPAI Harbor AI Inflection Strategy ETF	48.89%	-0.33%
AGIQ SoFi Agentic AI ETF	2.43%	1.98%

Correlation

The correlation between EPAI and AGIQ is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025	0.63

Return for Risk

EPAI vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and SoFi Agentic AI ETF (AGIQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

EPAI vs. AGIQ - Drawdown Comparison

The maximum EPAI drawdown since its inception was -12.31%, smaller than the maximum AGIQ drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for EPAI and AGIQ.

Drawdown Indicators

	EPAI	AGIQ	Difference
Max Drawdown Largest peak-to-trough decline	-12.31%	-19.72%	+7.41%
Current Drawdown Current decline from peak	-4.72%	-9.27%	+4.55%
Average Drawdown Average peak-to-trough decline	-2.65%	-6.22%	+3.57%

Volatility

Volatility by Period

	EPAI	AGIQ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	33.26%	24.13%	+9.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.26%	24.13%	+9.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.26%	24.13%	+9.13%

EPAI vs. AGIQ - Expense Ratio Comparison

EPAI has a 0.88% expense ratio, which is higher than AGIQ's 0.69% expense ratio.

Dividends

EPAI vs. AGIQ - Dividend Comparison

EPAI has not paid dividends to shareholders, while AGIQ's dividend yield for the trailing twelve months is around 0.37%.

Position	TTM	2025
AGIQ SoFi Agentic AI ETF	0.37%	0.38%
EPAI Harbor AI Inflection Strategy ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both EPAI and AGIQ in my portfolio?

EPAI and AGIQ have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EPAI or AGIQ?

On fees, AGIQ is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EPAI or AGIQ?

AGIQ is cheaper with a 0.69% expense ratio, compared with 0.88% for EPAI.

Which ETF pays a higher dividend yield, EPAI or AGIQ?

AGIQ has the higher dividend yield at 0.37%, compared with 0.00% for EPAI.

What is the main difference between EPAI and AGIQ?

They also come from different issuers: Harbor and SoFi. Their fees differ too: 0.88% for EPAI and 0.69% for AGIQ.