EPAI vs VCLN
Comparison between HARBOR AI INFLECTION STRATEGY ETF (EPAI, ETF) and VIRTUS DUFF & PHELPS CLEAN ENERGY ETF (VCLN, ETF).
EPAI vs VCLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPAI
$6.30M
VCLN
$6.30M
Expense Ratio
EPAI
0.88%
Winner
VCLN
0.59%
Max Drawdown
Winner
EPAI
16.03%
VCLN
47.18%
Sharpe Ratio
Winner
EPAI
1.67
VCLN
1.09
5Y Beta
EPAI
1.99
Winner
VCLN
0.80
P/E Ratio
EPAI
47.14
VCLN
N/A
Forward P/E
EPAI
28.40
VCLN
N/A
PEG Ratio
EPAI
0.51
VCLN
N/A
5Y EPS CAGR
EPAI
14.76%
VCLN
N/A
P/S Ratio
EPAI
2.29
VCLN
N/A
P/B Ratio
EPAI
6.18
VCLN
N/A
EPAI vs VCLN - Holdings Comparison
EPAI and VCLN have 2 common holdings. Overlap is 1.37%
EPAI's top 25 holdings weight is 79.75%. VCLN's top 25 holdings weight is 82.06%.
| Rank | EPAI | VCLN |
|---|---|---|
| #1 | APPLIED MATERIALS INC (AMAT) - 5.36% | FIRST SOLAR INC (FSLR) - 7.99% |
| #2 | TERADYNE INC (TER) - 4.71% | BLOOM ENERGY CORP CLASS A (BE) - 7.45% |
| #3 | LAM RESEARCH CORP (LRCX) - 4.42% | NEXTPOWER INC CLASS A (NXT) - 6.77% |
| #4 | VERTIV HOLDINGS CO CLASS A (VRT) - 4.01% | CHINA YANGTZE POWER CO LTD CLASS A (n/a) - 6.18% |
| #5 | FLEX LTD (FLEX) - 4.00% | ENPHASE ENERGY INC (ENPH) - 4.75% |
| #6 | CORNING INC (GLW) - 3.84% | IBERDROLA SA (n/a) - 3.97% |
| #7 | FORMFACTOR INC (FORM) - 3.83% | CLEARWAY ENERGY INC CLASS C (CWEN) - 3.72% |
| #8 | ASML HOLDING NV ADR (ASML) - 3.67% | VESTAS WIND SYSTEMS AS (n/a) - 3.37% |
| #9 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.60% | EDP-ENERGIAS DE PORTUGAL SA (n/a) - 3.03% |
| #10 | ENTEGRIS INC (ENTG) - 3.60% | PRYSMIAN SPA (n/a) - 3.01% |
| #11 | MASTEC INC (MTZ) - 3.37% | INFINEON TECHNOLOGIES AG (n/a) - 2.74% |
| #12 | AMKOR TECHNOLOGY INC (AMKR) - 3.34% | CERES POWER HOLDINGS PLC (n/a) - 2.72% |
| #13 | EVERUS CONSTRUCTION GROUP INC (ECG) - 3.17% | SOLAREDGE TECHNOLOGIES INC (SEDG) - 2.48% |
| #14 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.65% | PLUG POWER INC (PLUG) - 2.47% |
| #15 | TWILIO INC CLASS A (TWLO) - 2.64% | MAIRE SPA ORDINARY SHARES (n/a) - 2.46% |
| #16 | TD SYNNEX CORP (SNX) - 2.61% | FORTUM OYJ (n/a) - 2.28% |
| #17 | AMPHENOL CORP CLASS A (APH) - 2.52% | ORSTED AS (n/a) - 2.19% |
| #18 | SANMINA CORP (SANM) - 2.49% | SPIE SA (n/a) - 2.16% |
| #19 | EMCOR GROUP INC (EME) - 2.46% | BALFOUR BEATTY PLC (n/a) - 2.02% |
| #20 | EATON CORP PLC (ETN) - 2.41% | AXIA ENERGIA (n/a) - 1.93% |
| #21 | GE VERNOVA INC (GEV) - 2.41% | ABB LTD (n/a) - 1.91% |
| #22 | NXP SEMICONDUCTORS NV (NXPI) - 2.34% | ORMAT TECHNOLOGIES INC (ORA) - 1.81% |
| #23 | ANTERO MIDSTREAM CORP (AM) - 2.15% | CONSTELLATION ENERGY CORP (CEG) - 1.77% |
| #24 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 2.10% | NEXTERA ENERGY INC (NEE) - 1.45% |
| #25 | SYNOPSYS INC (SNPS) - 2.05% | ENERGISA SA UNITS CONS OF 1 SH ' 4 PFD SHS (n/a) - 1.43% |
| Total Holdings | 38 | 46 |
EPAI vs VCLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPAI
-7.24%
VCLN
-11.13%
3M
Winner
EPAI
+2.47%
VCLN
-6.47%
6M
Winner
EPAI
+24.50%
VCLN
+2.16%
1Y
EPAI
N/A
VCLN
+39.00%
5Y(CAGR)
EPAI
N/A
VCLN
+3.17%
Max(CAGR)
Winner
EPAI
+74.71%
VCLN
+3.17%
EPAI vs VCLN - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | EPAI | VCLN |
|---|---|---|
| 2026 | +33.78% | +8.74% |
| 2025 | +0.86% | +53.26% |
| 2024 | N/A | -5.70% |
| 2023 | N/A | -16.86% |
| 2022 | N/A | -8.59% |
| 2021 | N/A | -5.00% |
EPAI vs VCLN 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 VCLN was -45.66%, occurring on Apr 8, 2025. Recovery took 1056 trading sessions.
The current EPAI drawdown is -13.26%. The current VCLN drawdown is -20.88%.
| Rank | EPAI | VCLN |
|---|---|---|
| #1 | -16.03% Jun 30, 2026 - Jul 20, 2026 | -45.66% Nov 1, 2021 - Jan 16, 2026 |
| #2 | -12.31% Feb 25, 2026 - Apr 8, 2026 | -22.26% Jun 2, 2026 - Jul 20, 2026 |
| #3 | -8.52% May 6, 2026 - Jun 2, 2026 | -10.18% Sep 2, 2021 - Oct 21, 2021 |
| #4 | -7.39% Jun 4, 2026 - Jun 15, 2026 | -9.61% Feb 25, 2026 - Apr 14, 2026 |
| #5 | -5.24% Jun 22, 2026 - Jun 30, 2026 | -4.69% May 13, 2026 - May 21, 2026 |
| #6 | -4.59% Apr 24, 2026 - May 5, 2026 | -3.91% Apr 14, 2026 - Apr 23, 2026 |
| #7 | -4.41% Jan 29, 2026 - Feb 6, 2026 | -3.82% Jan 28, 2026 - Feb 11, 2026 |
| #8 | -2.83% Feb 11, 2026 - Feb 20, 2026 | -3.51% Feb 11, 2026 - Feb 24, 2026 |
| #9 | -2.59% Jun 15, 2026 - Jun 18, 2026 | -3.25% Aug 9, 2021 - Aug 23, 2021 |
| #10 | -2.51% Jan 6, 2026 - Jan 12, 2026 | -3.18% May 6, 2026 - May 13, 2026 |
| #11 | -1.97% Dec 26, 2025 - Jan 2, 2026 | -1.99% May 29, 2026 - Jun 2, 2026 |
| #12 | -1.51% Jan 21, 2026 - Jan 27, 2026 | -1.17% Apr 24, 2026 - Apr 29, 2026 |
| #13 | -1.24% Jan 16, 2026 - Jan 21, 2026 | -1.00% Jan 16, 2026 - Jan 21, 2026 |
| #14 | -1.15% Feb 20, 2026 - Feb 24, 2026 | -0.92% Aug 25, 2021 - Aug 30, 2021 |
| #15 | -0.96% Apr 14, 2026 - Apr 17, 2026 | -0.91% Oct 21, 2021 - Oct 25, 2021 |
Correlation
Correlation between EPAI and VCLN is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
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