EPAI vs. XT
EPAI (Harbor AI Inflection Strategy ETF) and XT (iShares Future Exponential Technologies ETF) are both Technology Equities funds. EPAI is actively managed, while XT is passively managed. A 0.79 correlation means they provide meaningful diversification when combined. EPAI charges 0.88%/yr vs 0.46%/yr for XT.
Performance
EPAI vs. XT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EPAI achieves a 49.18% return, which is significantly higher than XT's 15.24% return.
EPAI
- 1D
- 0.19%
- 1M
- 7.53%
- YTD
- 49.18%
- 6M
- 46.27%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XT
- 1D
- -0.42%
- 1M
- -0.76%
- YTD
- 15.24%
- 6M
- 13.65%
- 1Y
- 34.32%
- 3Y*
- 17.57%
- 5Y*
- 7.05%
- 10Y*
- 14.83%
EPAI vs. XT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 49.18% | -0.33% |
XT iShares Future Exponential Technologies ETF | 15.24% | 2.20% |
Correlation
The correlation between EPAI and XT is 0.79, 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 | 0.79 |
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. XT — Risk / Return Rank
EPAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XT
EPAI vs. XT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor AI Inflection Strategy ETF (EPAI) and iShares Future Exponential Technologies ETF (XT). 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 | XT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.30 | — |
| Martin ratioReturn relative to average drawdown | — | 13.05 | — |
Loading charts...
Drawdowns
EPAI vs. XT - Drawdown Comparison
The maximum EPAI drawdown since its inception was -12.31%, smaller than the maximum XT drawdown of -34.41%. Use the drawdown chart below to compare losses from any high point for EPAI and XT.
Loading charts...
Drawdown Indicators
| EPAI | XT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.31% | -34.41% | +22.10% |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.45% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.09% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.41% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.41% | — |
Current DrawdownCurrent decline from peak | -4.54% | -4.59% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -7.39% | +4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.64% | — |
Volatility
EPAI vs. XT - Volatility Comparison
Loading charts...
Volatility by Period
| EPAI | XT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.06% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.76% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 33.13% | 17.30% | +15.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.13% | 21.00% | +12.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.13% | 20.12% | +13.01% |
EPAI vs. XT - Expense Ratio Comparison
EPAI has a 0.88% expense ratio, which is higher than XT's 0.46% expense ratio.
Dividends
EPAI vs. XT - Dividend Comparison
EPAI has not paid dividends to shareholders, while XT's dividend yield for the trailing twelve months is around 7.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XT iShares Future Exponential Technologies ETF | 7.11% | 7.95% | 0.66% | 0.41% | 0.78% | 0.84% | 0.77% | 1.55% | 1.40% | 0.97% | 1.37% | 1.34% |
Frequently Asked Questions
EPAI and XT have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XT is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XT is cheaper with a 0.46% expense ratio, compared with 0.88% for EPAI.
XT has the higher dividend yield at 7.11%, compared with 0.00% for EPAI.
They also come from different issuers: Harbor and iShares. Their fees differ too: 0.88% for EPAI and 0.46% for XT.
Find the right allocation for EPAI and XT
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