EPAI vs. AIS
EPAI (Harbor AI Inflection Strategy ETF) and AIS (VistaShares Artificial Intelligence Supercycle ETF) are both Technology Equities funds. Both are actively managed. Their correlation of 0.85 suggests significant overlap in exposure. EPAI charges 0.88%/yr vs 0.75%/yr for AIS.
Performance
EPAI vs. AIS - Performance Comparison
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Returns By Period
In the year-to-date period, EPAI achieves a 48.89% return, which is significantly lower than AIS's 113.37% return.
EPAI
- 1D
- -4.72%
- 1M
- 7.32%
- YTD
- 48.89%
- 6M
- 46.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AIS
- 1D
- -8.85%
- 1M
- 12.86%
- YTD
- 113.37%
- 6M
- 114.50%
- 1Y
- 204.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPAI vs. AIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 48.89% | -0.33% |
AIS VistaShares Artificial Intelligence Supercycle ETF | 113.37% | 7.82% |
Correlation
The correlation between EPAI and AIS is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025 | 0.86 |
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Return for Risk
EPAI vs. AIS — Risk / Return Rank
EPAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AIS
EPAI vs. AIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and VistaShares Artificial Intelligence Supercycle ETF (AIS). 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.
| EPAI | AIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.65 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 13.02 | — |
| Martin ratioReturn relative to average drawdown | — | 39.90 | — |
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Drawdowns
EPAI vs. AIS - Drawdown Comparison
The maximum EPAI drawdown since its inception was -12.31%, smaller than the maximum AIS drawdown of -32.78%. Use the drawdown chart below to compare losses from any high point for EPAI and AIS.
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Drawdown Indicators
| EPAI | AIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.31% | -32.78% | +20.47% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.84% | — |
Current DrawdownCurrent decline from peak | -4.72% | -8.85% | +4.13% |
Average DrawdownAverage peak-to-trough decline | -2.65% | -5.48% | +2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.16% | — |
Volatility
EPAI vs. AIS - Volatility Comparison
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Volatility by Period
| EPAI | AIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 23.82% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 36.25% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 33.26% | 41.61% | -8.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.26% | 41.09% | -7.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.26% | 41.09% | -7.83% |
EPAI vs. AIS - Expense Ratio Comparison
EPAI has a 0.88% expense ratio, which is higher than AIS's 0.75% expense ratio.
Dividends
EPAI vs. AIS - Dividend Comparison
Neither EPAI nor AIS has paid dividends to shareholders.
Frequently Asked Questions
EPAI and AIS have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AIS is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AIS is cheaper with a 0.75% expense ratio, compared with 0.88% for EPAI.
EPAI and AIS have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Harbor and VistaShares. Their fees differ too: 0.88% for EPAI and 0.75% for AIS.
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