EPAI vs UPGR
Comparison between HARBOR AI INFLECTION STRATEGY ETF (EPAI, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).
EPAI vs UPGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPAI
$6.30M
Winner
UPGR
$6.40M
Expense Ratio
EPAI
0.88%
Winner
UPGR
0.35%
Max Drawdown
Winner
EPAI
16.03%
UPGR
47.42%
Sharpe Ratio
Winner
EPAI
1.67
UPGR
0.64
5Y Beta
EPAI
1.99
Winner
UPGR
1.26
P/E Ratio
EPAI
47.14
Winner
UPGR
-11.68
Forward P/E
EPAI
28.40
Winner
UPGR
19.90
PEG Ratio
EPAI
0.51
Winner
UPGR
-0.02
5Y EPS CAGR
Winner
EPAI
14.76%
UPGR
4.11%
Debt to Equity
EPAI
N/A
UPGR
24.48%
P/S Ratio
Winner
EPAI
2.29
UPGR
2.42
P/B Ratio
EPAI
6.18
Winner
UPGR
2.67
EPAI vs UPGR - Holdings Comparison
EPAI and UPGR have 1 common holdings. Overlap is 0.05%
EPAI's top 25 holdings weight is 79.75%. UPGR's top 25 holdings weight is 66.46%.
| Rank | EPAI | UPGR |
|---|---|---|
| #1 | APPLIED MATERIALS INC (AMAT) - 5.36% | FUELCELL ENERGY INC (FCEL) - 10.59% |
| #2 | TERADYNE INC (TER) - 4.71% | BLOOM ENERGY CORP CLASS A (BE) - 3.64% |
| #3 | LAM RESEARCH CORP (LRCX) - 4.42% | PURECYCLE TECHNOLOGIES INC ORDINARY SHARES (PCT) - 2.86% |
| #4 | VERTIV HOLDINGS CO CLASS A (VRT) - 4.01% | FLUENCE ENERGY INC CLASS A (FLNC) - 2.82% |
| #5 | FLEX LTD (FLEX) - 4.00% | ENERGY VAULT HOLDINGS INC (NRGV) - 2.75% |
| #6 | CORNING INC (GLW) - 3.84% | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.73% |
| #7 | FORMFACTOR INC (FORM) - 3.83% | ENERSYS (ENS) - 2.38% |
| #8 | ASML HOLDING NV ADR (ASML) - 3.67% | QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 2.35% |
| #9 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.60% | TESLA INC (TSLA) - 2.35% |
| #10 | ENTEGRIS INC (ENTG) - 3.60% | FIRST SOLAR INC (FSLR) - 2.30% |
| #11 | MASTEC INC (MTZ) - 3.37% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.30% |
| #12 | AMKOR TECHNOLOGY INC (AMKR) - 3.34% | LENNOX INTERNATIONAL INC (LII) - 2.26% |
| #13 | EVERUS CONSTRUCTION GROUP INC (ECG) - 3.17% | RELIANCE INC (RS) - 2.24% |
| #14 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.65% | XPLR INFRASTRUCTURE LP (XIFR) - 2.23% |
| #15 | TWILIO INC CLASS A (TWLO) - 2.64% | AZZ INC (AZZ) - 2.20% |
| #16 | TD SYNNEX CORP (SNX) - 2.61% | IDEX CORP (IEX) - 2.19% |
| #17 | AMPHENOL CORP CLASS A (APH) - 2.52% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.19% |
| #18 | SANMINA CORP (SANM) - 2.49% | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.15% |
| #19 | EMCOR GROUP INC (EME) - 2.46% | MODINE MANUFACTURING CO (MOD) - 2.13% |
| #20 | EATON CORP PLC (ETN) - 2.41% | NEXTPOWER INC CLASS A (NXT) - 2.02% |
| #21 | GE VERNOVA INC (GEV) - 2.41% | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 1.98% |
| #22 | NXP SEMICONDUCTORS NV (NXPI) - 2.34% | ECOLAB INC (ECL) - 1.97% |
| #23 | ANTERO MIDSTREAM CORP (AM) - 2.15% | RYERSON HOLDING CORP (RYZ) - 1.95% |
| #24 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 2.10% | GREEN PLAINS INC (GPRE) - 1.95% |
| #25 | SYNOPSYS INC (SNPS) - 2.05% | SUNRUN INC (RUN) - 1.93% |
| Total Holdings | 38 | 46 |
EPAI vs UPGR - Historical Returns
Returns include dividend reinvestment.
1M
EPAI
-7.24%
Winner
UPGR
-6.81%
3M
Winner
EPAI
+2.47%
UPGR
-3.52%
6M
Winner
EPAI
+24.50%
UPGR
-6.23%
1Y
EPAI
N/A
UPGR
+20.96%
Max(CAGR)
Winner
EPAI
+74.71%
UPGR
+0.61%
EPAI vs UPGR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EPAI | UPGR |
|---|---|---|
| 2026 | +33.78% | +0.81% |
| 2025 | +0.86% | +31.56% |
| 2024 | N/A | -13.67% |
| 2023 | N/A | -15.28% |
EPAI vs UPGR 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 UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.
The current EPAI drawdown is -13.26%. The current UPGR drawdown is -16.79%.
| Rank | EPAI | UPGR |
|---|---|---|
| #1 | -16.03% Jun 30, 2026 - Jul 20, 2026 | -46.61% Jul 18, 2023 - Oct 6, 2025 |
| #2 | -12.31% Feb 25, 2026 - Apr 8, 2026 | -17.68% Jun 2, 2026 - Jul 20, 2026 |
| #3 | -8.52% May 6, 2026 - Jun 2, 2026 | -16.55% Oct 15, 2025 - May 8, 2026 |
| #4 | -7.39% Jun 4, 2026 - Jun 15, 2026 | -8.11% May 14, 2026 - May 26, 2026 |
| #5 | -5.24% Jun 22, 2026 - Jun 30, 2026 | -5.13% Oct 6, 2025 - Oct 13, 2025 |
| #6 | -4.59% Apr 24, 2026 - May 5, 2026 | -2.16% May 11, 2026 - May 13, 2026 |
| #7 | -4.41% Jan 29, 2026 - Feb 6, 2026 | -2.05% Jul 13, 2023 - Jul 17, 2023 |
| #8 | -2.83% Feb 11, 2026 - Feb 20, 2026 | -1.25% May 28, 2026 - Jun 2, 2026 |
| #9 | -2.59% Jun 15, 2026 - Jun 18, 2026 | N/A |
| #10 | -2.51% Jan 6, 2026 - Jan 12, 2026 | N/A |
| #11 | -1.97% Dec 26, 2025 - Jan 2, 2026 | N/A |
| #12 | -1.51% Jan 21, 2026 - Jan 27, 2026 | N/A |
| #13 | -1.24% Jan 16, 2026 - Jan 21, 2026 | N/A |
| #14 | -1.15% Feb 20, 2026 - Feb 24, 2026 | N/A |
| #15 | -0.96% Apr 14, 2026 - Apr 17, 2026 | N/A |
Correlation
Correlation between EPAI and UPGR is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
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