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 correlation of -0.04, they often move in opposite directions. EPAI charges 0.88%/yr vs 0.68%/yr for HGER.
Performance
EPAI vs. HGER - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EPAI achieves a 48.89% return, which is significantly higher than HGER's 18.53% return.
EPAI
- 1D
- -4.72%
- 1M
- 7.32%
- YTD
- 48.89%
- 6M
- 46.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HGER
- 1D
- -0.51%
- 1M
- -8.46%
- YTD
- 18.53%
- 6M
- 16.24%
- 1Y
- 26.94%
- 3Y*
- 17.92%
- 5Y*
- —
- 10Y*
- —
EPAI vs. HGER - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 48.89% | -0.33% |
HGER Harbor Commodity All-Weather Strategy ETF | 18.53% | 0.57% |
Correlation
The correlation between EPAI and HGER is -0.04, 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 | -0.04 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | — | 1.30 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.24 | — |
| Martin ratioReturn relative to average drawdown | — | 9.09 | — |
Loading charts...
Drawdowns
EPAI vs. HGER - Drawdown Comparison
The maximum EPAI drawdown since its inception was -12.31%, 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.
Loading charts...
Drawdown Indicators
| EPAI | HGER | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.31% | -23.31% | +11.00% |
Max Drawdown (1Y)Largest decline over 1 year | — | -12.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.10% | — |
Current DrawdownCurrent decline from peak | -4.72% | -12.10% | +7.38% |
Average DrawdownAverage peak-to-trough decline | -2.65% | -7.67% | +5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.00% | — |
Volatility
EPAI vs. HGER - Volatility Comparison
Loading charts...
Volatility by Period
| EPAI | HGER | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.60% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.89% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 33.26% | 17.00% | +16.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.26% | 17.59% | +15.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.26% | 17.59% | +15.67% |
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 5.98%.
| 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 | 5.98% | 7.09% | 3.28% | 7.24% | 0.64% |
Frequently Asked Questions
EPAI and HGER have a correlation of -0.04, 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 5.98%, 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.
Find the right allocation for EPAI and HGER
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer