EPAI vs. IVEP

Last updated Jun 4, 2026

EPAI (Harbor AI Inflection Strategy ETF) and IVEP (Dan IVES Wedbush AI Power & Infrastructure ETF) are both exchange-traded funds - EPAI is a Technology Equities fund actively managed by Harbor, while IVEP is a Industrials Equities fund tracking the Solactive Wedbush AI Power & Infrastructure Index. EPAI is actively managed, while IVEP is passively managed. Their correlation of 0.81 suggests significant overlap in exposure. EPAI charges 0.88%/yr vs 0.75%/yr for IVEP.

Performance

EPAI vs. IVEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor AI Inflection Strategy ETF (EPAI) and Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EPAI

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

IVEP

• 1D: -0.87%
• 1M: -1.63%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EPAI vs. IVEP - Yearly Performance Comparison

	2026 (YTD)
EPAI Harbor AI Inflection Strategy ETF	19.48%
IVEP Dan IVES Wedbush AI Power & Infrastructure ETF	8.37%

Correlation

The correlation between EPAI and IVEP is 0.81, 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 Apr 9, 2026	0.81

Return for Risk

EPAI vs. IVEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP). 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	IVEP	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	4.70	2.62	+2.08

Drawdowns

EPAI vs. IVEP - Drawdown Comparison

The maximum EPAI drawdown since its inception was -12.31%, which is greater than IVEP's maximum drawdown of -7.34%. Use the drawdown chart below to compare losses from any high point for EPAI and IVEP.

Drawdown Indicators

	EPAI	IVEP	Difference
Max Drawdown Largest peak-to-trough decline	-12.31%	-7.34%	-4.97%
Current Drawdown Current decline from peak	0.00%	-3.31%	+3.31%
Average Drawdown Average peak-to-trough decline	-2.67%	-1.97%	-0.70%

Volatility

Volatility by Period

	EPAI	IVEP	Difference
Volatility (1Y) Calculated over the trailing 1-year period	30.61%	26.29%	+4.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.61%	26.29%	+4.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.61%	26.29%	+4.32%

EPAI vs. IVEP - Expense Ratio Comparison

EPAI has a 0.88% expense ratio, which is higher than IVEP's 0.75% expense ratio.

Dividends

EPAI vs. IVEP - Dividend Comparison

Neither EPAI nor IVEP has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both EPAI and IVEP in my portfolio?

EPAI and IVEP have a correlation of 0.81, 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 IVEP?

On fees, IVEP is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EPAI or IVEP?

IVEP is cheaper with a 0.75% expense ratio, compared with 0.88% for EPAI.

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

EPAI and IVEP have nearly identical dividend yields, around 0.00%.

What is the main difference between EPAI and IVEP?

EPAI is categorized as Technology Equities, while IVEP is Industrials Equities. They also come from different issuers: Harbor and Wedbush. Their fees differ too: 0.88% for EPAI and 0.75% for IVEP.