EPAI vs. HAPI
EPAI (Harbor AI Inflection Strategy ETF) and HAPI (Harbor Corporate Culture ETF) are both exchange-traded funds - EPAI is a Technology Equities fund actively managed by Harbor, while HAPI is a Large Cap Blend Equities fund tracking the CIBC Human Capital Index. EPAI is actively managed, while HAPI is passively managed. Their 0.59 correlation means they have sometimes moved together and sometimes differently. EPAI charges 0.88%/yr vs 0.35%/yr for HAPI.
Performance
EPAI vs. HAPI - Performance Comparison
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Returns By Period
In the year-to-date period, EPAI achieves a 30.69% return, which is significantly higher than HAPI's 9.76% return.
EPAI
- 1D
- 0.91%
- 1M
- -8.20%
- 6M
- 17.61%
- YTD
- 30.69%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
HAPI
- 1D
- 1.31%
- 1M
- 1.36%
- 6M
- 8.44%
- YTD
- 9.76%
- 1Y
- 18.78%
- 3Y*
- 19.71%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 25.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $21.40K | $19.89K | $32.98K | |
| $76.70K | $60.15K | $72.78K |
EPAI vs. HAPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 30.69% | -0.33% |
HAPI Harbor Corporate Culture ETF | 9.76% | 1.64% |
Correlation
The correlation between EPAI and HAPI is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025 | 0.59 |
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Return for Risk
EPAI vs. HAPI — Risk / Return Rank
EPAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HAPI
EPAI vs. HAPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and Harbor Corporate Culture ETF (HAPI). 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 | HAPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.16 | — |
| Martin ratioReturn relative to average drawdown | — | 8.85 | — |
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Drawdowns
EPAI vs. HAPI - Drawdown Comparison
The maximum EPAI drawdown since its inception was -23.61%, which is greater than HAPI's maximum drawdown of -19.46%. Use the drawdown chart below to compare losses from any high point for EPAI and HAPI.
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Drawdown Indicators
| EPAI | HAPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.61% | -19.46% | -4.15% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.12% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.46% | — |
Current DrawdownCurrent decline from peak | -17.92% | -0.03% | -17.89% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -2.00% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.98% | — |
Volatility
EPAI vs. HAPI - Volatility Comparison
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Volatility by Period
| EPAI | HAPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.19% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.34% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 36.90% | 12.10% | +24.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.90% | 15.62% | +21.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.90% | 15.62% | +21.28% |
EPAI vs. HAPI - Expense Ratio Comparison
EPAI has a 0.88% expense ratio, which is higher than HAPI's 0.35% expense ratio.
Dividends
EPAI vs. HAPI - Dividend Comparison
EPAI has not paid dividends to shareholders, while HAPI's dividend yield for the trailing twelve months is around 0.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HAPI Harbor Corporate Culture ETF | 0.79% | 0.87% | 0.21% | 1.21% | 0.29% |
Frequently Asked Questions
EPAI and HAPI have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HAPI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HAPI is cheaper with a 0.35% expense ratio, compared with 0.88% for EPAI.
HAPI has the higher dividend yield at 0.79%, compared with 0.00% for EPAI.
EPAI is categorized as Technology Equities, while HAPI is Large Cap Blend Equities. Their fees differ too: 0.88% for EPAI and 0.35% for HAPI.
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