EPAI vs HDLB

Comparison between HARBOR AI INFLECTION STRATEGY ETF (EPAI, ETF) and UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044 (HDLB, ETF).

EPAI vs HDLB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPAI(ETF)	HDLB(ETF)
Net Assets	$5.40M	$5.50M
Expense Ratio	0.88%	N/A
Max Drawdown	12.31%	79.05%
Sharpe Ratio	2.41	0.64
5Y Beta	1.88	0.63
P/E Ratio	49.01	N/A
Forward P/E	30.66	N/A
PEG Ratio	0.76	N/A
5Y Dividends CAGR	N/A	9.65%
5Y EPS CAGR	14.48%	N/A
P/S Ratio	2.37	N/A
P/B Ratio	6.22	N/A

Net Assets

EPAI

$5.40M

Winner

HDLB

$5.50M

Expense Ratio

EPAI

0.88%

HDLB

N/A

Max Drawdown

Winner

EPAI

12.31%

HDLB

79.05%

Sharpe Ratio

Winner

EPAI

2.41

HDLB

0.64

5Y Beta

EPAI

1.88

Winner

HDLB

0.63

P/E Ratio

EPAI

49.01

HDLB

N/A

Forward P/E

EPAI

30.66

HDLB

N/A

PEG Ratio

EPAI

0.76

HDLB

N/A

5Y Dividends CAGR

EPAI

N/A

HDLB

9.65%

5Y EPS CAGR

EPAI

14.48%

HDLB

N/A

P/S Ratio

EPAI

2.37

HDLB

N/A

P/B Ratio

EPAI

6.22

HDLB

N/A

EPAI vs HDLB - Historical Returns

Returns include dividend reinvestment.

Period	EPAI	HDLB
1 month	+0.26%	-5.20%
3 months	+21.26%	-13.09%
6 months	+40.47%	+8.23%
1 year	N/A	+19.65%
5 years(CAGR)	N/A	+11.23%
Max(CAGR)	+108.43%	+4.19%

Winner

EPAI

+0.26%

HDLB

-5.20%

Winner

EPAI

+21.26%

HDLB

-13.09%

Winner

EPAI

+40.47%

HDLB

+8.23%

EPAI

N/A

HDLB

+19.65%

5Y(CAGR)

EPAI

N/A

HDLB

+11.23%

Max(CAGR)

Winner

EPAI

+108.43%

HDLB

+4.19%

EPAI vs HDLB - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	EPAI	HDLB
2026	+34.90%	+8.72%
2025	+0.86%	+26.23%
2024	N/A	+23.36%
2023	N/A	-5.29%
2022	N/A	-11.13%
2021	N/A	+65.37%
2020	N/A	-49.82%
2019	N/A	+7.93%

EPAI vs HDLB Drawdown Comparison

The maximum drawdown for EPAI was -12.31%, occurring on Mar 30, 2026. Recovery took 29 trading sessions.

The maximum drawdown for HDLB was -78.65%, occurring on Mar 23, 2020. Recovery took 1259 trading sessions.

The current EPAI drawdown is -5.75%. The current HDLB drawdown is -14.49%.

Rank	EPAI	HDLB
#1	-12.31% Feb 25, 2026 - Apr 8, 2026	-78.65% Feb 20, 2020 - Feb 24, 2025
#2	-8.52% May 6, 2026 - Jun 2, 2026	-20.94% Apr 3, 2025 - May 19, 2025
#3	-5.75% Jun 4, 2026 - Jun 5, 2026	-16.14% Mar 2, 2026 - Jun 4, 2026
#4	-4.59% Apr 24, 2026 - May 5, 2026	-11.95% Oct 1, 2025 - Jan 30, 2026
#5	-4.41% Jan 29, 2026 - Feb 6, 2026	-9.03% May 19, 2025 - Jul 2, 2025
#6	-2.83% Feb 11, 2026 - Feb 20, 2026	-6.93% Mar 10, 2025 - Mar 31, 2025
#7	-2.51% Jan 6, 2026 - Jan 12, 2026	-5.29% Jan 17, 2020 - Feb 13, 2020
#8	-1.97% Dec 26, 2025 - Jan 2, 2026	-5.08% Jul 24, 2025 - Aug 13, 2025
#9	-1.51% Jan 21, 2026 - Jan 27, 2026	-4.64% Aug 22, 2025 - Oct 1, 2025
#10	-1.24% Jan 16, 2026 - Jan 21, 2026	-4.11% Mar 3, 2025 - Mar 7, 2025
#11	-1.15% Feb 20, 2026 - Feb 24, 2026	-3.46% Jul 10, 2025 - Jul 22, 2025
#12	-0.96% Apr 14, 2026 - Apr 17, 2026	-3.40% Feb 4, 2026 - Feb 10, 2026
#13	-0.66% Jan 13, 2026 - Jan 15, 2026	-2.61% Nov 4, 2019 - Dec 6, 2019
#14	-0.24% Feb 9, 2026 - Feb 11, 2026	-2.09% Feb 25, 2025 - Mar 3, 2025
#15	-0.24% Apr 20, 2026 - Apr 22, 2026	-2.02% Jul 3, 2025 - Jul 10, 2025