LTAX vs EPAI

Comparison between Nomura TaxFree USA ETF (LTAX, ETF) and HARBOR AI INFLECTION STRATEGY ETF (EPAI, ETF).

LTAX vs EPAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LTAX(ETF)	EPAI(ETF)
Net Assets	$6.30M	$6.30M
Expense Ratio	0.39%	0.88%
Max Drawdown	3.49%	16.03%
Sharpe Ratio	-0.57	1.67
5Y Beta	0.16	1.99
P/E Ratio	N/A	47.14
Forward P/E	N/A	28.40
PEG Ratio	N/A	0.51
5Y EPS CAGR	N/A	14.76%
P/S Ratio	N/A	2.29
P/B Ratio	N/A	6.18

Net Assets

LTAX

$6.30M

EPAI

$6.30M

Expense Ratio

Winner

LTAX

0.39%

EPAI

0.88%

Max Drawdown

Winner

LTAX

3.49%

EPAI

16.03%

Sharpe Ratio

LTAX

-0.57

Winner

EPAI

1.67

5Y Beta

Winner

LTAX

0.16

EPAI

1.99

P/E Ratio

LTAX

N/A

EPAI

47.14

Forward P/E

LTAX

N/A

EPAI

28.40

PEG Ratio

LTAX

N/A

EPAI

0.51

5Y EPS CAGR

LTAX

N/A

EPAI

14.76%

P/S Ratio

LTAX

N/A

EPAI

2.29

P/B Ratio

LTAX

N/A

EPAI

6.18

LTAX vs EPAI - Historical Returns

Returns include dividend reinvestment.

Period	LTAX	EPAI
1 month	-1.85%	-7.24%
3 months	-0.93%	+2.47%
6 months	+0.51%	+24.50%
Max(CAGR)	+0.44%	+74.71%

Winner

LTAX

-1.85%

EPAI

-7.24%

LTAX

-0.93%

Winner

EPAI

+2.47%

LTAX

+0.51%

Winner

EPAI

+24.50%

Max(CAGR)

LTAX

+0.44%

Winner

EPAI

+74.71%

LTAX vs EPAI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	LTAX	EPAI
2026	+0.23%	+33.78%
2025	N/A	+0.86%

LTAX vs EPAI Drawdown Comparison

The maximum drawdown for LTAX was -3.18%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.

The maximum drawdown for EPAI was -16.03%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The current LTAX drawdown is -2.85%. The current EPAI drawdown is -13.26%.

Rank	LTAX	EPAI
#1	-3.18% Feb 26, 2026 - May 29, 2026	-16.03% Jun 30, 2026 - Jul 20, 2026
#2	-2.85% Jul 6, 2026 - Jul 23, 2026	-12.31% Feb 25, 2026 - Apr 8, 2026
#3	-0.78% Jan 14, 2026 - Feb 5, 2026	-8.52% May 6, 2026 - Jun 2, 2026
#4	-0.51% Jun 4, 2026 - Jun 15, 2026	-7.39% Jun 4, 2026 - Jun 15, 2026
#5	-0.31% Jun 16, 2026 - Jun 18, 2026	-5.24% Jun 22, 2026 - Jun 30, 2026
#6	-0.27% Feb 10, 2026 - Feb 12, 2026	-4.59% Apr 24, 2026 - May 5, 2026
#7	-0.27% Feb 5, 2026 - Feb 9, 2026	-4.41% Jan 29, 2026 - Feb 6, 2026
#8	-0.21% Jun 2, 2026 - Jun 4, 2026	-2.83% Feb 11, 2026 - Feb 20, 2026
#9	-0.19% Feb 24, 2026 - Feb 26, 2026	-2.59% Jun 15, 2026 - Jun 18, 2026
#10	-0.16% Jun 29, 2026 - Jul 2, 2026	-2.51% Jan 6, 2026 - Jan 12, 2026
#11	-0.08% Jun 18, 2026 - Jun 24, 2026	-1.97% Dec 26, 2025 - Jan 2, 2026
#12	-0.01% Feb 13, 2026 - Feb 18, 2026	-1.51% Jan 21, 2026 - Jan 27, 2026
#13	-0.00% Feb 19, 2026 - Feb 24, 2026	-1.24% Jan 16, 2026 - Jan 21, 2026
#14	N/A	-1.15% Feb 20, 2026 - Feb 24, 2026
#15	N/A	-0.96% Apr 14, 2026 - Apr 17, 2026