EPAI vs. CHPX

Last updated Jun 4, 2026

EPAI (Harbor AI Inflection Strategy ETF) and CHPX (Global X AI Semiconductor & Quantum ETF) are both exchange-traded funds - EPAI is a Technology Equities fund actively managed by Harbor, while CHPX is a Semiconductors fund tracking the Global X AI Semiconductor & Quantum Index. EPAI is actively managed, while CHPX is passively managed. Their correlation of 0.83 suggests significant overlap in exposure. EPAI charges 0.88%/yr vs 0.50%/yr for CHPX.

Performance

EPAI vs. CHPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor AI Inflection Strategy ETF (EPAI) and Global X AI Semiconductor & Quantum ETF (CHPX). 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 lower than CHPX's 99.68% return.

EPAI

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

CHPX

• 1D: -0.03%
• 1M: 34.93%
• YTD: 99.68%
• 6M: 95.27%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EPAI vs. CHPX - Yearly Performance Comparison

	2026 (YTD)	2025
EPAI Harbor AI Inflection Strategy ETF	47.68%	0.86%
CHPX Global X AI Semiconductor & Quantum ETF	99.68%	4.25%

Correlation

The correlation between EPAI and CHPX is 0.83, 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 19, 2025	0.83

Return for Risk

EPAI vs. CHPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and Global X AI Semiconductor & Quantum ETF (CHPX). 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	CHPX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	4.70	5.40	-0.70

Drawdowns

EPAI vs. CHPX - Drawdown Comparison

The maximum EPAI drawdown since its inception was -12.31%, smaller than the maximum CHPX drawdown of -15.15%. Use the drawdown chart below to compare losses from any high point for EPAI and CHPX.

Drawdown Indicators

	EPAI	CHPX	Difference
Max Drawdown Largest peak-to-trough decline	-12.31%	-15.15%	+2.84%
Current Drawdown Current decline from peak	0.00%	-0.03%	+0.03%
Average Drawdown Average peak-to-trough decline	-2.67%	-3.78%	+1.11%

Volatility

Volatility by Period

	EPAI	CHPX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	30.61%	38.29%	-7.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.61%	38.29%	-7.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.61%	38.29%	-7.68%

EPAI vs. CHPX - Expense Ratio Comparison

EPAI has a 0.88% expense ratio, which is higher than CHPX's 0.50% expense ratio.

Dividends

EPAI vs. CHPX - Dividend Comparison

EPAI has not paid dividends to shareholders, while CHPX's dividend yield for the trailing twelve months is around 0.03%.

Position	TTM	2025
CHPX Global X AI Semiconductor & Quantum ETF	0.03%	0.06%
EPAI Harbor AI Inflection Strategy ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both EPAI and CHPX in my portfolio?

EPAI and CHPX have a correlation of 0.83, 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 CHPX?

On fees, CHPX is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EPAI or CHPX?

CHPX is cheaper with a 0.50% expense ratio, compared with 0.88% for EPAI.

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

CHPX has the higher dividend yield at 0.03%, compared with 0.00% for EPAI.

What is the main difference between EPAI and CHPX?

EPAI is categorized as Technology Equities, while CHPX is Semiconductors. They also come from different issuers: Harbor and Global X. Their fees differ too: 0.88% for EPAI and 0.50% for CHPX.