EPAI vs. AIPI

Last updated Jun 4, 2026

EPAI (Harbor AI Inflection Strategy ETF) and AIPI (REX AI Equity Premium Income ETF) are both exchange-traded funds - EPAI is a Technology Equities fund actively managed by Harbor, while AIPI is a Derivative Income fund actively managed by REX. Both are actively managed. A 0.50 correlation means they provide meaningful diversification when combined. EPAI charges 0.88%/yr vs 0.65%/yr for AIPI.

Performance

EPAI vs. AIPI - Performance Comparison

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

Returns By Period

In the year-to-date period, EPAI achieves a 47.68% return, which is significantly higher than AIPI's 10.68% return.

EPAI

• 1D: 0.85%
• 1M: 9.43%
• YTD: 47.68%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AIPI

• 1D: -0.81%
• 1M: 8.89%
• YTD: 10.68%
• 6M: 10.16%
• 1Y: 29.63%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EPAI vs. AIPI - Yearly Performance Comparison

	2026 (YTD)	2025
EPAI Harbor AI Inflection Strategy ETF	47.68%	0.86%
AIPI REX AI Equity Premium Income ETF	10.68%	1.11%

Correlation

The correlation between EPAI and AIPI is 0.50, 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 19, 2025	0.50

Return for Risk

EPAI vs. AIPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIPI

AIPI Risk / Return Rank: 47
AIPI Sharpe Ratio Rank: 53
AIPI Sortino Ratio Rank: 49
AIPI Omega Ratio Rank: 54
AIPI Calmar Ratio Rank: 41
AIPI Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPAI vs. AIPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and REX AI Equity Premium Income ETF (AIPI). 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.

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

Sharpe Ratios by Period

	EPAI	AIPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.87	—
Sharpe Ratio (All Time) Calculated using the full available price history	4.70	1.03	+3.66

Drawdowns

EPAI vs. AIPI - Drawdown Comparison

The maximum EPAI drawdown since its inception was -12.31%, smaller than the maximum AIPI drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for EPAI and AIPI.

Drawdown Indicators

	EPAI	AIPI	Difference
Max Drawdown Largest peak-to-trough decline	-12.31%	-25.25%	+12.94%
Max Drawdown (1Y) Largest decline over 1 year	—	-14.40%	—
Current Drawdown Current decline from peak	0.00%	-0.81%	+0.81%
Average Drawdown Average peak-to-trough decline	-2.67%	-4.66%	+1.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.63%	—

Volatility

Volatility by Period

	EPAI	AIPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.89%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	30.61%	15.94%	+14.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.61%	21.39%	+9.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.61%	21.39%	+9.22%

EPAI vs. AIPI - Expense Ratio Comparison

EPAI has a 0.88% expense ratio, which is higher than AIPI's 0.65% expense ratio.

Dividends

EPAI vs. AIPI - Dividend Comparison

EPAI has not paid dividends to shareholders, while AIPI's dividend yield for the trailing twelve months is around 34.81%.

Position	TTM	2025	2024
AIPI REX AI Equity Premium Income ETF	34.81%	37.84%	18.13%
EPAI Harbor AI Inflection Strategy ETF	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EPAI and AIPI in my portfolio?

EPAI and AIPI have a correlation of 0.50, 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 AIPI?

On fees, AIPI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EPAI or AIPI?

AIPI is cheaper with a 0.65% expense ratio, compared with 0.88% for EPAI.

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

AIPI has the higher dividend yield at 34.81%, compared with 0.00% for EPAI.

What is the main difference between EPAI and AIPI?

EPAI is categorized as Technology Equities, while AIPI is Derivative Income. They also come from different issuers: Harbor and REX. Their fees differ too: 0.88% for EPAI and 0.65% for AIPI.