EPAI vs. SIHY
EPAI (Harbor AI Inflection Strategy ETF) and SIHY (Harbor Scientific Alpha High-Yield ETF) are both exchange-traded funds - EPAI is a Technology Equities fund actively managed by Harbor, while SIHY is a High Yield Bonds fund tracking the ICE BofA US High Yield. EPAI is actively managed, while SIHY is passively managed. A 0.51 correlation means they provide meaningful diversification when combined. EPAI charges 0.88%/yr vs 0.48%/yr for SIHY.
Performance
EPAI vs. SIHY - 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 SIHY's 2.65% return.
EPAI
- 1D
- -2.76%
- 1M
- -7.50%
- 6M
- 23.11%
- YTD
- 35.72%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SIHY
- 1D
- -0.09%
- 1M
- 0.46%
- 6M
- 2.07%
- YTD
- 2.65%
- 1Y
- 7.27%
- 3Y*
- 9.13%
- 5Y*
- —
- 10Y*
- —
EPAI vs. SIHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 35.72% | -0.33% |
SIHY Harbor Scientific Alpha High-Yield ETF | 2.65% | 0.65% |
Correlation
The correlation between EPAI and SIHY is 0.51, 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 | 0.51 |
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Return for Risk
EPAI vs. SIHY — Risk / Return Rank
EPAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SIHY
EPAI vs. SIHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and Harbor Scientific Alpha High-Yield ETF (SIHY). 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 | SIHY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.30 | — |
| Martin ratioReturn relative to average drawdown | — | 9.60 | — |
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Drawdowns
EPAI vs. SIHY - Drawdown Comparison
The maximum EPAI drawdown since its inception was -14.76%, which is greater than SIHY's maximum drawdown of -13.30%. Use the drawdown chart below to compare losses from any high point for EPAI and SIHY.
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Drawdown Indicators
| EPAI | SIHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -13.30% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.17% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.36% | — |
Current DrawdownCurrent decline from peak | -14.76% | -0.09% | -14.67% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -2.71% | -0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.76% | — |
Volatility
EPAI vs. SIHY - Volatility Comparison
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Volatility by Period
| EPAI | SIHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.03% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.18% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 35.83% | 4.14% | +31.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.83% | 7.50% | +28.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.83% | 7.50% | +28.33% |
EPAI vs. SIHY - Expense Ratio Comparison
EPAI has a 0.88% expense ratio, which is higher than SIHY's 0.48% expense ratio.
Dividends
EPAI vs. SIHY - Dividend Comparison
EPAI has not paid dividends to shareholders, while SIHY's dividend yield for the trailing twelve months is around 7.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SIHY Harbor Scientific Alpha High-Yield ETF | 7.13% | 7.61% | 7.54% | 7.06% | 6.31% | 1.30% |
Frequently Asked Questions
EPAI and SIHY have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SIHY is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SIHY is cheaper with a 0.48% expense ratio, compared with 0.88% for EPAI.
SIHY has the higher dividend yield at 7.13%, compared with 0.00% for EPAI.
EPAI is categorized as Technology Equities, while SIHY is High Yield Bonds. Their fees differ too: 0.88% for EPAI and 0.48% for SIHY.
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