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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
$5.40M
Winner
SPY
$735B
Expense Ratio
EPAI
0.88%
Winner
SPY
0.09%
Max Drawdown
Winner
EPAI
12.31%
SPY
56.47%
Sharpe Ratio
Winner
EPAI
2.41
SPY
1.62
5Y Beta
EPAI
1.88
Winner
SPY
1.00
P/E Ratio
EPAI
49.01
Winner
SPY
28.99
Forward P/E
EPAI
30.66
Winner
SPY
22.37
PEG Ratio
EPAI
0.76
SPY
N/A
5Y Dividends CAGR
EPAI
N/A
SPY
5.43%
5Y EPS CAGR
EPAI
14.48%
Winner
SPY
26.05%
Debt to Equity
EPAI
N/A
SPY
32.40%
P/S Ratio
Winner
EPAI
2.37
SPY
3.74
P/B Ratio
EPAI
6.22
Winner
SPY
5.61

EPAI vs SPY - Holdings Comparison

EPAI and SPY have 22 common holdings. Overlap is 3.63%

EPAI's top 25 holdings weight is 79.60%. SPY's top 25 holdings weight is 52.37%.

RankEPAISPY
#1
TERADYNE INC (TER) - 4.53%
NVIDIA CORP (NVDA) - 8.10%
#2
VERTIV HOLDINGS CO CLASS A (VRT) - 4.41%
APPLE INC (AAPL) - 7.02%
#3
APPLIED MATERIALS INC (AMAT) - 3.96%
MICROSOFT CORP (MSFT) - 4.79%
#4
FLEX LTD (FLEX) - 3.94%
AMAZON.COM INC (AMZN) - 4.02%
#5
LAM RESEARCH CORP (LRCX) - 3.85%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
FORMFACTOR INC (FORM) - 3.75%
BROADCOM INC (AVGO) - 3.10%
#7
CORNING INC (GLW) - 3.61%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
MASTEC INC (MTZ) - 3.56%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.53%
TESLA INC (TSLA) - 1.89%
#10
MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.50%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ASML HOLDING NV ADR (ASML) - 3.43%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
EVERUS CONSTRUCTION GROUP INC (ECG) - 3.36%
ELI LILLY AND CO (LLY) - 1.31%
#13
ENTEGRIS INC (ENTG) - 3.27%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
AMKOR TECHNOLOGY INC (AMKR) - 3.24%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
NXP SEMICONDUCTORS NV (NXPI) - 2.94%
EXXON MOBIL CORP (XOM) - 0.97%
#16
EMCOR GROUP INC (EME) - 2.78%
INTEL CORP (INTC) - 0.90%
#17
SANMINA CORP (SANM) - 2.77%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
SYNOPSYS INC (SNPS) - 2.55%
VISA INC CLASS A (V) - 0.85%
#19
TD SYNNEX CORP (SNX) - 2.53%
WALMART INC (WMT) - 0.81%
#20
TWILIO INC CLASS A (TWLO) - 2.53%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
EATON CORP PLC (ETN) - 2.49%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
GE VERNOVA INC (GEV) - 2.40%
CATERPILLAR INC (CAT) - 0.66%
#23
DIGITAL REALTY TRUST INC (DLR) - 2.26%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ANTERO MIDSTREAM CORP (AM) - 2.21%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ATKORE INC (ATKR) - 2.20%
ABBVIE INC (ABBV) - 0.58%
Total Holdings38505

EPAI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EPAI
+0.26%
Winner
SPY
+1.90%
3M
Winner
EPAI
+21.26%
SPY
+8.55%
6M
Winner
EPAI
+40.47%
SPY
+8.18%
1Y
EPAI
N/A
SPY
+25.79%
5Y(CAGR)
EPAI
N/A
SPY
+13.32%
10Y(CAGR)
EPAI
N/A
SPY
+15.19%
Max(CAGR)
Winner
EPAI
+108.43%
SPY
+8.47%

EPAI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEPAISPY
2026+34.90%+8.26%
2025+0.86%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EPAI vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EPAI drawdown is -5.75%. The current SPY drawdown is -2.90%.

RankEPAISPY
#1-12.31%
Feb 25, 2026 - Apr 8, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.52%
May 6, 2026 - Jun 2, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.75%
Jun 4, 2026 - Jun 5, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.59%
Apr 24, 2026 - May 5, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.41%
Jan 29, 2026 - Feb 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.83%
Feb 11, 2026 - Feb 20, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.51%
Jan 6, 2026 - Jan 12, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.97%
Dec 26, 2025 - Jan 2, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.51%
Jan 21, 2026 - Jan 27, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.24%
Jan 16, 2026 - Jan 21, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.15%
Feb 20, 2026 - Feb 24, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.96%
Apr 14, 2026 - Apr 17, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.66%
Jan 13, 2026 - Jan 15, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.24%
Feb 9, 2026 - Feb 11, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.24%
Apr 20, 2026 - Apr 22, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPAI and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

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