HAPI vs. EPAI
HAPI (Harbor Corporate Culture ETF) and EPAI (Harbor AI Inflection Strategy ETF) are both exchange-traded funds - HAPI is a Large Cap Blend Equities fund tracking the CIBC Human Capital Index, while EPAI is a Technology Equities fund actively managed by Harbor. HAPI is passively managed, while EPAI is actively managed. Their 0.59 correlation means they have sometimes moved together and sometimes differently. HAPI charges 0.35%/yr vs 0.88%/yr for EPAI.
Performance
HAPI vs. EPAI - Performance Comparison
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Returns By Period
In the year-to-date period, HAPI achieves a 9.76% return, which is significantly lower than EPAI's 30.69% return.
HAPI
- 1D
- 1.31%
- 1M
- 1.36%
- 6M
- 8.44%
- YTD
- 9.76%
- 1Y
- 18.78%
- 3Y*
- 19.71%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 25.12%
EPAI
- 1D
- 0.91%
- 1M
- -8.20%
- 6M
- 17.61%
- YTD
- 30.69%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $21.40K | $19.89K | $32.98K | |
| $76.70K | $60.15K | $72.78K |
HAPI vs. EPAI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HAPI Harbor Corporate Culture ETF | 9.76% | 1.64% |
EPAI Harbor AI Inflection Strategy ETF | 30.69% | -0.33% |
Correlation
The correlation between HAPI and EPAI is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025 | 0.59 |
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Return for Risk
HAPI vs. EPAI — Risk / Return Rank
HAPI
EPAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HAPI vs. EPAI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Corporate Culture ETF (HAPI) and Harbor AI Inflection Strategy ETF (EPAI). 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.
| HAPI | EPAI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.25 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | — | — |
| Martin ratioReturn relative to average drawdown | 8.85 | — | — |
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Drawdowns
HAPI vs. EPAI - Drawdown Comparison
The maximum HAPI drawdown since its inception was -19.46%, smaller than the maximum EPAI drawdown of -23.61%. Use the drawdown chart below to compare losses from any high point for HAPI and EPAI.
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Drawdown Indicators
| HAPI | EPAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.46% | -23.61% | +4.15% |
Max Drawdown (1Y)Largest decline over 1 year | -8.12% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.46% | — | — |
Current DrawdownCurrent decline from peak | -0.03% | -17.92% | +17.89% |
Average DrawdownAverage peak-to-trough decline | -2.00% | -4.26% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | — | — |
Volatility
HAPI vs. EPAI - Volatility Comparison
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Volatility by Period
| HAPI | EPAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.10% | 36.90% | -24.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.62% | 36.90% | -21.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 36.90% | -21.28% |
HAPI vs. EPAI - Expense Ratio Comparison
HAPI has a 0.35% expense ratio, which is lower than EPAI's 0.88% expense ratio.
Dividends
HAPI vs. EPAI - Dividend Comparison
HAPI's dividend yield for the trailing twelve months is around 0.79%, while EPAI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
EPAI Harbor AI Inflection Strategy ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HAPI Harbor Corporate Culture ETF | 0.79% | 0.87% | 0.21% | 1.21% | 0.29% |
Frequently Asked Questions
HAPI and EPAI have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HAPI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HAPI is cheaper with a 0.35% expense ratio, compared with 0.88% for EPAI.
HAPI has the higher dividend yield at 0.79%, compared with 0.00% for EPAI.
HAPI is categorized as Large Cap Blend Equities, while EPAI is Technology Equities. Their fees differ too: 0.35% for HAPI and 0.88% for EPAI.
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