EPAI vs VOO
Harbor AI Inflection Strategy ETF vs Vanguard S&P 500 ETF
Which is better, EPAI or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. EPAI is less concentrated, with 36.5% of the fund in its ten largest positions against 37.6%.
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
| Metric | EPAI | VOO |
|---|---|---|
| Expense Ratio | 0.88% | 0.03%Best |
| AUM | $5M | $997.4B |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 38 | 509 |
| YTD Return | +31.69%Best | +14.14% |
| 1Y Return | - | +17.31% |
| 3Y Return (annualized) | - | +23.16% |
| 5Y Return (annualized) | - | +13.85% |
| Top 10 Weight | 36.5%Best | 37.6% |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Dec 17, 2025 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
EPAI vs VOO 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.
EPAI vs VOO Performance
Harbor AI Inflection Strategy ETF (EPAI) is an ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, EPAI is up 31.69% versus a gain of 14.14% for VOO.
Past performance does not guarantee future results.
Fees and Cost Over Time
EPAI charges 0.88% per year while VOO charges 0.03%. On a $10,000 position that is $88 vs $3 annually, a gap of $85 per year that compounds over a long holding period. On income, EPAI currently yields 0.00% against 1.04% for VOO.
Holdings Overlap
61.1% of EPAI's money is in holdings VOO also owns. 3.6% of VOO's money is in holdings EPAI also owns.
The two portfolios partly overlap.
23 positions in common, counted across the 37 positions we hold weights for in EPAI and 494 in VOO, against full books of 38 and 509.
What only one of them owns
Our book lists 465 positions for VOO that do not appear in our book for EPAI (95.6% of the fund), and 12 for EPAI that do not appear in VOO (30.4%).
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
| Stock | Weight in EPAI | Weight in VOO | Difference |
|---|---|---|---|
| AMATApplied Materials, Inc. | 4.23% | 0.63% | 3.60% |
| TERTeradyne Inc - Common | 4.28% | 0.09% | 4.19% |
| LRCXLrcx Uw Equity | 3.79% | 0.57% | 3.22% |
| VRTVertiv Holdings Co | 3.83% | 0.14% | 3.69% |
| FLEX:SIFlex Ltd | 3.22% | 0.07% | 3.15% |
| GLWCorning Inc. | 2.93% | 0.17% | 2.76% |
| APHAmphenol Corp. Class A | 2.77% | 0.31% | 2.46% |
| MPWRMonolithic Power Systems Inc | 2.91% | 0.11% | 2.80% |
| ETNEaton Corp Plc | 2.66% | 0.25% | 2.41% |
| JJacobs Engineering Group Inc. | 2.88% | 0.02% | 2.86% |
61.1% of EPAI is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EPAI or VOO?
EPAI has an expense ratio of 0.88% while VOO charges 0.03%. VOO is the cheaper option, by $85 a year on a $10,000 investment.
What is the holdings overlap between EPAI and VOO?
61.1% of EPAI's money is in holdings VOO also owns. 3.6% of VOO's is in holdings EPAI also owns. They hold 23 positions in common, counted across the 37 positions we hold weights for in EPAI and 494 in VOO.
Which pays a higher dividend, EPAI or VOO?
EPAI yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than EPAI?
VOO has a lower expense ratio. EPAI is less concentrated, with 36.5% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.