EPAI vs REFA

Comparison between HARBOR AI INFLECTION STRATEGY ETF (EPAI, ETF) and COLUMBIA RESEARCH ENHANCED INTERNATIONAL EQUITY ETF (REFA, ETF).

EPAI vs REFA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPAI(ETF)	REFA(ETF)
Net Assets	$5.60M	$5.60M
Expense Ratio	0.88%	0.32%
Max Drawdown	12.31%	32.28%
Sharpe Ratio	2.59	0.04
5Y Beta	1.92	1.11
P/E Ratio	47.55	N/A
Forward P/E	29.55	N/A
PEG Ratio	0.69	N/A
5Y Dividends CAGR	N/A	-50.57%
5Y EPS CAGR	14.41%	N/A
P/S Ratio	2.40	N/A
P/B Ratio	6.19	N/A

Net Assets

EPAI

$5.60M

REFA

$5.60M

Expense Ratio

EPAI

0.88%

Winner

REFA

0.32%

Max Drawdown

Winner

EPAI

12.31%

REFA

32.28%

Sharpe Ratio

Winner

EPAI

2.59

REFA

0.04

5Y Beta

EPAI

1.92

Winner

REFA

1.11

P/E Ratio

EPAI

47.55

REFA

N/A

Forward P/E

EPAI

29.55

REFA

N/A

PEG Ratio

EPAI

0.69

REFA

N/A

5Y Dividends CAGR

EPAI

N/A

REFA

-50.57%

5Y EPS CAGR

EPAI

14.41%

REFA

N/A

P/S Ratio

EPAI

2.40

REFA

N/A

P/B Ratio

EPAI

6.19

REFA

N/A

EPAI vs REFA - Historical Returns

Returns include dividend reinvestment.

Period	EPAI	REFA
1 month	+4.02%	+2.28%
3 months	+31.98%	+6.59%
6 months	+47.79%	+11.25%
5 years(CAGR)	N/A	-1.79%
10 years(CAGR)	N/A	-0.36%
Max(CAGR)	+124.95%	-0.36%

Winner

EPAI

+4.02%

REFA

+2.28%

Winner

EPAI

+31.98%

REFA

+6.59%

Winner

EPAI

+47.79%

REFA

+11.25%

5Y(CAGR)

EPAI

N/A

REFA

-1.79%

10Y(CAGR)

EPAI

N/A

REFA

-0.36%

Max(CAGR)

Winner

EPAI

+124.95%

REFA

-0.36%

EPAI vs REFA - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EPAI	REFA
2026	+41.94%	+8.51%
2025	+0.86%	+0.53%
2020	N/A	-2.78%
2019	N/A	+16.54%
2018	N/A	-15.95%
2017	N/A	+12.46%

EPAI vs REFA Drawdown Comparison

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

The maximum drawdown for REFA was -27.93%, occurring on Dec 17, 2025. This drawdown has not yet recovered.

The current EPAI drawdown is -0.84%. The current REFA drawdown is -19.58%.

Rank	EPAI	REFA
#1	-12.31% Feb 25, 2026 - Apr 8, 2026	-27.93% Jan 26, 2018 - Dec 17, 2025
#2	-8.52% May 6, 2026 - Jun 2, 2026	-2.46% Nov 1, 2017 - Nov 30, 2017
#3	-7.39% Jun 4, 2026 - Jun 10, 2026	-1.26% Aug 8, 2017 - Sep 7, 2017
#4	-4.59% Apr 24, 2026 - May 5, 2026	-1.13% Nov 30, 2017 - Dec 12, 2017
#5	-4.41% Jan 29, 2026 - Feb 6, 2026	-0.98% Oct 24, 2017 - Nov 1, 2017
#6	-2.83% Feb 11, 2026 - Feb 20, 2026	-0.72% Dec 13, 2017 - Dec 19, 2017
#7	-2.51% Jan 6, 2026 - Jan 12, 2026	-0.65% Oct 16, 2017 - Oct 24, 2017
#8	-1.97% Dec 26, 2025 - Jan 2, 2026	-0.64% Sep 22, 2017 - Sep 29, 2017
#9	-1.51% Jan 21, 2026 - Jan 27, 2026	-0.40% Jan 17, 2018 - Jan 19, 2018
#10	-1.24% Jan 16, 2026 - Jan 21, 2026	-0.36% Sep 29, 2017 - Oct 10, 2017
#11	-1.15% Feb 20, 2026 - Feb 24, 2026	-0.20% Jan 24, 2018 - Jan 26, 2018
#12	-0.96% Apr 14, 2026 - Apr 17, 2026	-0.14% Dec 19, 2017 - Dec 21, 2017
#13	-0.66% Jan 13, 2026 - Jan 15, 2026	-0.14% Jan 12, 2018 - Jan 17, 2018
#14	-0.24% Feb 9, 2026 - Feb 11, 2026	-0.13% Jan 8, 2018 - Jan 11, 2018
#15	-0.24% Apr 20, 2026 - Apr 22, 2026	-0.11% Sep 12, 2017 - Sep 19, 2017