BUYZ vs EPAI

BUYZ vs EPAI

Which is better, BUYZ or EPAI?

EPAI has been ahead.

BUYZ has a lower expense ratio. EPAI led over 1Y. EPAI is less concentrated, with 36.3% of the fund in its ten largest positions against 41.0%.

Lower Fees: BUYZHigher Returns (1Y): EPAILess Concentrated: EPAI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBUYZEPAI
Expense Ratio0.50%Best0.88%
AUM$5M$4M
Dividend Yield0.00%0.00%
Holdings10475
YTD Return-8.87%+19.03%Best
1Y Return-11.73%+23.94%Best
3Y Return (annualized)+11.85%-
5Y Return (annualized)-6.91%-
Top 10 Weight41.0%36.3%Best
Fund FamilyFranklin Templeton Investments (US)Harbor Funds
CategoryEquityEquity
StyleMid Cap GrowthMid Cap Growth
InceptionFeb 25, 2020Dec 17, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BUYZ vs EPAI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BUYZ against instead:BUYZ vs SPYBUYZ vs QQQBUYZ vs VOOBUYZ vs VTIEPAI against:EPAI vs VXUS

BUYZ vs EPAI Performance

Franklin Disruptive Commerce ETF (BUYZ) is an ETF from Franklin Templeton Investments (US) and Harbor AI Inflection Strategy ETF (EPAI) is an ETF from Harbor Funds. Over the past year BUYZ returned -11.73% while EPAI returned +23.94%. Year to date, BUYZ is down 8.87% versus a gain of 19.03% for EPAI.

Past performance does not guarantee future results.

Fees and Cost Over Time

BUYZ charges 0.50% per year while EPAI charges 0.88%. On a $10,000 position that is $50 vs $88 annually, a gap of $38 per year that compounds over a long holding period. On income, BUYZ currently yields 0.00% against 0.00% for EPAI.

Holdings Overlap

BUYZ already in EPAI3.8%
EPAI already in BUYZ6.1%

3.8% of BUYZ's money is in holdings EPAI also owns. 6.1% of EPAI's money is in holdings BUYZ also owns.

EPAI and BUYZ share little of their money.

2 positions in common, counted across the 43 positions we hold weights for in BUYZ and 37 in EPAI, against full books of 104 and 75.

What only one of them owns

Our book lists 32 positions for EPAI that do not appear in our book for BUYZ (82.7% of the fund), and 38 for BUYZ that do not appear in EPAI (90.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BUYZWeight in EPAIDifference
LRCXLam Research Corporation2.03%3.26%1.23%
APHAmphenol Corp. Class A1.73%2.81%1.08%

You are not choosing between two funds in isolation.

Whichever of BUYZ and EPAI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BUYZEPAI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUYZ or EPAI?

BUYZ has an expense ratio of 0.50% while EPAI charges 0.88%. BUYZ is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, BUYZ or EPAI?

Over the past year BUYZ returned -11.73% vs +23.94% for EPAI, so EPAI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between BUYZ and EPAI?

6.1% of EPAI's money is in holdings BUYZ also owns. 6.1% of EPAI's is in holdings BUYZ also owns. They hold 2 positions in common, counted across the 43 positions we hold weights for in BUYZ and 37 in EPAI.

Which pays a higher dividend, BUYZ or EPAI?

BUYZ yields 0.00% while EPAI yields 0.00%, so EPAI currently pays the higher dividend yield.

Is EPAI better than BUYZ?

BUYZ has a lower expense ratio. EPAI led over 1Y. EPAI is less concentrated, with 36.3% of the fund in its ten largest positions against 41.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.