BEEZ vs EPAI
Comparison between HONEYTREE U.S. EQUITY ETF (BEEZ, ETF) and HARBOR AI INFLECTION STRATEGY ETF (EPAI, ETF).
BEEZ vs EPAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BEEZ
$5.60M
EPAI
$5.60M
Expense Ratio
Winner
BEEZ
0.64%
EPAI
0.88%
Max Drawdown
BEEZ
19.11%
Winner
EPAI
12.31%
Sharpe Ratio
BEEZ
-0.09
Winner
EPAI
2.59
5Y Beta
Winner
BEEZ
0.79
EPAI
1.92
P/E Ratio
Winner
BEEZ
27.14
EPAI
47.55
Forward P/E
Winner
BEEZ
22.65
EPAI
29.55
PEG Ratio
BEEZ
0.98
Winner
EPAI
0.69
5Y EPS CAGR
Winner
BEEZ
21.46%
EPAI
14.41%
Debt to Equity
BEEZ
60.57%
EPAI
N/A
P/S Ratio
BEEZ
3.85
Winner
EPAI
2.40
P/B Ratio
BEEZ
6.80
Winner
EPAI
6.19
BEEZ vs EPAI - Holdings Comparison
BEEZ and EPAI have 3 common holdings. Overlap is 5.19%
BEEZ's top 25 holdings weight is 99.53%. EPAI's top 25 holdings weight is 79.60%.
| Rank | BEEZ | EPAI |
|---|---|---|
| #1 | SERVICENOW INC (NOW) - 5.52% | TERADYNE INC (TER) - 4.53% |
| #2 | AGILENT TECHNOLOGIES INC (A) - 4.61% | VERTIV HOLDINGS CO CLASS A (VRT) - 4.41% |
| #3 | LAM RESEARCH CORP (LRCX) - 4.47% | APPLIED MATERIALS INC (AMAT) - 3.96% |
| #4 | THE DESCARTES SYSTEMS GROUP INC (n/a) - 4.29% | FLEX LTD (FLEX) - 3.94% |
| #5 | BADGER METER INC (BMI) - 4.18% | LAM RESEARCH CORP (LRCX) - 3.85% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 4.16% | FORMFACTOR INC (FORM) - 3.75% |
| #7 | ACCENTURE PLC CLASS A (ACN) - 4.11% | CORNING INC (GLW) - 3.61% |
| #8 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 4.11% | MASTEC INC (MTZ) - 3.56% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 4.10% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.53% |
| #10 | CINTAS CORP (CTAS) - 4.09% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.50% |
| #11 | FASTENAL CO (FAST) - 4.03% | ASML HOLDING NV ADR (ASML) - 3.43% |
| #12 | LINDE PLC (LIN) - 3.98% | EVERUS CONSTRUCTION GROUP INC (ECG) - 3.36% |
| #13 | EQUINIX INC (EQIX) - 3.95% | ENTEGRIS INC (ENTG) - 3.27% |
| #14 | VISA INC CLASS A (V) - 3.94% | AMKOR TECHNOLOGY INC (AMKR) - 3.24% |
| #15 | CUMMINS INC (CMI) - 3.90% | NXP SEMICONDUCTORS NV (NXPI) - 2.94% |
| #16 | ILLINOIS TOOL WORKS INC (ITW) - 3.86% | EMCOR GROUP INC (EME) - 2.78% |
| #17 | COMFORT SYSTEMS USA INC (FIX) - 3.85% | SANMINA CORP (SANM) - 2.77% |
| #18 | MASTERCARD INC CLASS A (MA) - 3.81% | SYNOPSYS INC (SNPS) - 2.55% |
| #19 | COSTCO WHOLESALE CORP (COST) - 3.75% | TD SYNNEX CORP (SNX) - 2.53% |
| #20 | PENTAIR PLC (PNR) - 3.65% | TWILIO INC CLASS A (TWLO) - 2.53% |
| #21 | SHERWIN-WILLIAMS CO (SHW) - 3.65% | EATON CORP PLC (ETN) - 2.49% |
| #22 | APTARGROUP INC (ATR) - 3.60% | GE VERNOVA INC (GEV) - 2.40% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 3.53% | DIGITAL REALTY TRUST INC (DLR) - 2.26% |
| #24 | INTUIT INC (INTU) - 3.21% | ANTERO MIDSTREAM CORP (AM) - 2.21% |
| #25 | CBOE GLOBAL MARKETS INC (CBOE) - 3.18% | ATKORE INC (ATKR) - 2.20% |
| Total Holdings | 28 | 38 |
BEEZ vs EPAI - Historical Returns
Returns include dividend reinvestment.
1M
BEEZ
+1.37%
Winner
EPAI
+4.02%
3M
BEEZ
+1.63%
Winner
EPAI
+31.98%
6M
BEEZ
-0.31%
Winner
EPAI
+47.79%
1Y
BEEZ
+1.56%
EPAI
N/A
Max(CAGR)
BEEZ
+12.03%
Winner
EPAI
+124.95%
BEEZ vs EPAI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BEEZ | EPAI |
|---|---|---|
| 2026 | +0.34% | +41.94% |
| 2025 | +6.38% | +0.86% |
| 2024 | +11.46% | N/A |
| 2023 | +14.28% | N/A |
BEEZ vs EPAI Drawdown Comparison
The maximum drawdown for BEEZ was -18.61%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for EPAI was -12.31%, occurring on Mar 30, 2026. Recovery took 29 trading sessions.
The current BEEZ drawdown is -3.79%. The current EPAI drawdown is -0.84%.
| Rank | BEEZ | EPAI |
|---|---|---|
| #1 | -18.61% Dec 4, 2024 - Aug 13, 2025 | -12.31% Feb 25, 2026 - Apr 8, 2026 |
| #2 | -8.41% Feb 27, 2026 - Mar 27, 2026 | -8.52% May 6, 2026 - Jun 2, 2026 |
| #3 | -8.22% Mar 7, 2024 - Jul 16, 2024 | -7.39% Jun 4, 2026 - Jun 10, 2026 |
| #4 | -6.10% Jul 16, 2024 - Aug 30, 2024 | -4.59% Apr 24, 2026 - May 5, 2026 |
| #5 | -5.88% Aug 22, 2025 - Jan 6, 2026 | -4.41% Jan 29, 2026 - Feb 6, 2026 |
| #6 | -4.15% Oct 14, 2024 - Nov 8, 2024 | -2.83% Feb 11, 2026 - Feb 20, 2026 |
| #7 | -3.44% Jan 22, 2026 - Feb 27, 2026 | -2.51% Jan 6, 2026 - Jan 12, 2026 |
| #8 | -3.38% Dec 28, 2023 - Jan 19, 2024 | -1.97% Dec 26, 2025 - Jan 2, 2026 |
| #9 | -2.60% Nov 8, 2024 - Nov 25, 2024 | -1.51% Jan 21, 2026 - Jan 27, 2026 |
| #10 | -2.55% Aug 30, 2024 - Sep 11, 2024 | -1.24% Jan 16, 2026 - Jan 21, 2026 |
| #11 | -2.31% Feb 12, 2024 - Feb 22, 2024 | -1.15% Feb 20, 2026 - Feb 24, 2026 |
| #12 | -1.89% Jan 9, 2026 - Jan 22, 2026 | -0.96% Apr 14, 2026 - Apr 17, 2026 |
| #13 | -1.43% Jan 22, 2024 - Jan 29, 2024 | -0.66% Jan 13, 2026 - Jan 15, 2026 |
| #14 | -1.16% Jan 6, 2026 - Jan 9, 2026 | -0.24% Feb 9, 2026 - Feb 11, 2026 |
| #15 | -1.09% Jan 30, 2024 - Feb 2, 2024 | -0.24% Apr 20, 2026 - Apr 22, 2026 |
Correlation
Correlation between BEEZ and EPAI is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
0.09
-101
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