EPAI vs. HGER
EPAI (Harbor AI Inflection Strategy ETF) and HGER (Harbor Commodity All-Weather Strategy ETF) are both exchange-traded funds - EPAI is a Technology Equities fund actively managed by Harbor, while HGER is a Commodities fund tracking the Quantix Commodity Index - Benchmark TR Net. EPAI is actively managed, while HGER is passively managed. At a 0.01 correlation, their price movements are largely independent. EPAI charges 0.88%/yr vs 0.68%/yr for HGER.
Performance
EPAI vs. HGER - Performance Comparison
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Returns By Period
In the year-to-date period, EPAI achieves a 35.72% return, which is significantly higher than HGER's 26.63% return.
EPAI
- 1D
- -2.76%
- 1M
- -7.50%
- 6M
- 23.11%
- YTD
- 35.72%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HGER
- 1D
- -1.04%
- 1M
- 4.45%
- 6M
- 22.27%
- YTD
- 26.63%
- 1Y
- 36.77%
- 3Y*
- 19.44%
- 5Y*
- —
- 10Y*
- —
EPAI vs. HGER - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 35.72% | -0.33% |
HGER Harbor Commodity All-Weather Strategy ETF | 26.63% | 0.57% |
Correlation
The correlation between EPAI and HGER is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025 | 0.01 |
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Return for Risk
EPAI vs. HGER — Risk / Return Rank
EPAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HGER
EPAI vs. HGER - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and Harbor Commodity All-Weather Strategy ETF (HGER). 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 | HGER | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.63 | — |
| Martin ratioReturn relative to average drawdown | — | 9.44 | — |
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Drawdowns
EPAI vs. HGER - Drawdown Comparison
The maximum EPAI drawdown since its inception was -14.76%, smaller than the maximum HGER drawdown of -23.31%. Use the drawdown chart below to compare losses from any high point for EPAI and HGER.
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Drawdown Indicators
| EPAI | HGER | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -23.31% | +8.55% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.04% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.04% | — |
Current DrawdownCurrent decline from peak | -14.76% | -6.10% | -8.66% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -7.70% | +4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.90% | — |
Volatility
EPAI vs. HGER - Volatility Comparison
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Volatility by Period
| EPAI | HGER | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.14% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.48% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 35.83% | 17.49% | +18.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.83% | 17.68% | +18.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.83% | 17.68% | +18.15% |
EPAI vs. HGER - Expense Ratio Comparison
EPAI has a 0.88% expense ratio, which is higher than HGER's 0.68% expense ratio.
Dividends
EPAI vs. HGER - Dividend Comparison
EPAI has not paid dividends to shareholders, while HGER's dividend yield for the trailing twelve months is around 5.60%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HGER Harbor Commodity All-Weather Strategy ETF | 5.60% | 7.09% | 3.28% | 7.24% | 0.64% |
Frequently Asked Questions
EPAI and HGER have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HGER is cheaper at 0.68% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HGER is cheaper with a 0.68% expense ratio, compared with 0.88% for EPAI.
HGER has the higher dividend yield at 5.60%, compared with 0.00% for EPAI.
EPAI is categorized as Technology Equities, while HGER is Commodities. Their fees differ too: 0.88% for EPAI and 0.68% for HGER.
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