EPAI vs SPY
Comparison between HARBOR AI INFLECTION STRATEGY ETF (EPAI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
EPAI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPAI
$6.30M
Winner
SPY
$781B
Expense Ratio
EPAI
0.88%
Winner
SPY
0.09%
Max Drawdown
Winner
EPAI
16.03%
SPY
56.47%
Sharpe Ratio
Winner
EPAI
1.67
SPY
1.12
5Y Beta
EPAI
1.99
Winner
SPY
1.00
P/E Ratio
EPAI
47.14
Winner
SPY
28.53
Forward P/E
EPAI
28.40
Winner
SPY
21.47
PEG Ratio
EPAI
0.51
SPY
N/A
5Y Dividends CAGR
EPAI
N/A
SPY
6.00%
5Y EPS CAGR
EPAI
14.76%
Winner
SPY
25.58%
Debt to Equity
EPAI
N/A
SPY
32.09%
P/S Ratio
Winner
EPAI
2.29
SPY
3.75
P/B Ratio
EPAI
6.18
Winner
SPY
5.64
EPAI vs SPY - Holdings Comparison
EPAI and SPY have 23 common holdings. Overlap is 3.75%
EPAI's top 25 holdings weight is 79.75%. SPY's top 25 holdings weight is 51.74%.
| Rank | EPAI | SPY |
|---|---|---|
| #1 | APPLIED MATERIALS INC (AMAT) - 5.36% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | TERADYNE INC (TER) - 4.71% | APPLE INC (AAPL) - 7.37% |
| #3 | LAM RESEARCH CORP (LRCX) - 4.42% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | VERTIV HOLDINGS CO CLASS A (VRT) - 4.01% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | FLEX LTD (FLEX) - 4.00% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | CORNING INC (GLW) - 3.84% | BROADCOM INC (AVGO) - 2.86% |
| #7 | FORMFACTOR INC (FORM) - 3.83% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | ASML HOLDING NV ADR (ASML) - 3.67% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.60% | TESLA INC (TSLA) - 1.70% |
| #10 | ENTEGRIS INC (ENTG) - 3.60% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | MASTEC INC (MTZ) - 3.37% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | AMKOR TECHNOLOGY INC (AMKR) - 3.34% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | EVERUS CONSTRUCTION GROUP INC (ECG) - 3.17% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.65% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | TWILIO INC CLASS A (TWLO) - 2.64% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | TD SYNNEX CORP (SNX) - 2.61% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | AMPHENOL CORP CLASS A (APH) - 2.52% | VISA INC CLASS A (V) - 0.90% |
| #18 | SANMINA CORP (SANM) - 2.49% | WALMART INC (WMT) - 0.76% |
| #19 | EMCOR GROUP INC (EME) - 2.46% | INTEL CORP (INTC) - 0.75% |
| #20 | EATON CORP PLC (ETN) - 2.41% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | GE VERNOVA INC (GEV) - 2.41% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | NXP SEMICONDUCTORS NV (NXPI) - 2.34% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | ANTERO MIDSTREAM CORP (AM) - 2.15% | ABBVIE INC (ABBV) - 0.66% |
| #24 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 2.10% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | SYNOPSYS INC (SNPS) - 2.05% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 38 | 505 |
EPAI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EPAI
-7.24%
Winner
SPY
+0.63%
3M
EPAI
+2.47%
Winner
SPY
+4.46%
6M
Winner
EPAI
+24.50%
SPY
+7.67%
1Y
EPAI
N/A
SPY
+17.68%
5Y(CAGR)
EPAI
N/A
SPY
+12.42%
10Y(CAGR)
EPAI
N/A
SPY
+14.84%
Max(CAGR)
Winner
EPAI
+74.71%
SPY
+8.44%
EPAI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EPAI | SPY |
|---|---|---|
| 2026 | +33.78% | +8.63% |
| 2025 | +0.86% | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EPAI vs SPY Drawdown Comparison
The maximum drawdown for EPAI was -16.03%, occurring on Jul 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EPAI drawdown is -13.26%. The current SPY drawdown is -2.57%.
| Rank | EPAI | SPY |
|---|---|---|
| #1 | -16.03% Jun 30, 2026 - Jul 20, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -12.31% Feb 25, 2026 - Apr 8, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -8.52% May 6, 2026 - Jun 2, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -7.39% Jun 4, 2026 - Jun 15, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.24% Jun 22, 2026 - Jun 30, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.59% Apr 24, 2026 - May 5, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.41% Jan 29, 2026 - Feb 6, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.83% Feb 11, 2026 - Feb 20, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.59% Jun 15, 2026 - Jun 18, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.51% Jan 6, 2026 - Jan 12, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.97% Dec 26, 2025 - Jan 2, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.51% Jan 21, 2026 - Jan 27, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.24% Jan 16, 2026 - Jan 21, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.15% Feb 20, 2026 - Feb 24, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.96% Apr 14, 2026 - Apr 17, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EPAI and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
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