EPAI vs. GDIV
EPAI (Harbor AI Inflection Strategy ETF) and GDIV (Harbor Dividend Growth Leaders ETF) are both exchange-traded funds - EPAI is a Technology Equities fund actively managed by Harbor, while GDIV is a Large Cap Blend Equities fund actively managed by Harbor. Both are actively managed. A 0.79 correlation means they provide meaningful diversification when combined. EPAI charges 0.88%/yr vs 0.50%/yr for GDIV.
Performance
EPAI vs. GDIV - Performance Comparison
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Returns By Period
In the year-to-date period, EPAI achieves a 48.89% return, which is significantly higher than GDIV's 11.24% return.
EPAI
- 1D
- -4.72%
- 1M
- 7.32%
- YTD
- 48.89%
- 6M
- 46.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDIV
- 1D
- -0.67%
- 1M
- 1.10%
- YTD
- 11.24%
- 6M
- 10.27%
- 1Y
- 24.24%
- 3Y*
- 16.54%
- 5Y*
- —
- 10Y*
- —
EPAI vs. GDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 48.89% | -0.33% |
GDIV Harbor Dividend Growth Leaders ETF | 11.24% | 1.32% |
Correlation
The correlation between EPAI and GDIV is 0.79, 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 | 0.79 |
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Return for Risk
EPAI vs. GDIV — Risk / Return Rank
EPAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GDIV
EPAI vs. GDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and Harbor Dividend Growth Leaders ETF (GDIV). 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 | GDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.52 | — |
| Martin ratioReturn relative to average drawdown | — | 10.46 | — |
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Drawdowns
EPAI vs. GDIV - Drawdown Comparison
The maximum EPAI drawdown since its inception was -12.31%, smaller than the maximum GDIV drawdown of -18.93%. Use the drawdown chart below to compare losses from any high point for EPAI and GDIV.
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Drawdown Indicators
| EPAI | GDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.31% | -18.93% | +6.62% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.67% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.93% | — |
Current DrawdownCurrent decline from peak | -4.72% | -0.80% | -3.92% |
Average DrawdownAverage peak-to-trough decline | -2.65% | -3.14% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.32% | — |
Volatility
EPAI vs. GDIV - Volatility Comparison
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Volatility by Period
| EPAI | GDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.38% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 33.26% | 12.04% | +21.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.26% | 15.28% | +17.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.26% | 15.28% | +17.98% |
EPAI vs. GDIV - Expense Ratio Comparison
EPAI has a 0.88% expense ratio, which is higher than GDIV's 0.50% expense ratio.
Dividends
EPAI vs. GDIV - Dividend Comparison
EPAI has not paid dividends to shareholders, while GDIV's dividend yield for the trailing twelve months is around 1.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GDIV Harbor Dividend Growth Leaders ETF | 1.13% | 1.19% | 1.30% | 2.27% | 5.88% |
Frequently Asked Questions
EPAI and GDIV have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GDIV is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GDIV is cheaper with a 0.50% expense ratio, compared with 0.88% for EPAI.
GDIV has the higher dividend yield at 1.13%, compared with 0.00% for EPAI.
EPAI is categorized as Technology Equities, while GDIV is Large Cap Blend Equities. Their fees differ too: 0.88% for EPAI and 0.50% for GDIV.
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