EPAI vs VYM
Harbor AI Inflection Strategy ETF vs Vanguard High Dividend Yield ETF
Which is better, EPAI or VYM?
Mid Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.5%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.88% | 0.04%Best |
| AUM | $5M | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 38 | 613 |
| YTD Return | +31.69%Best | +11.47% |
| 1Y Return | - | +15.94% |
| 3Y Return (annualized) | - | +18.03% |
| 5Y Return (annualized) | - | +12.35% |
| Top 10 Weight | 36.5% | 26.1%Best |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Dec 17, 2025 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
EPAI vs VYM 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 VYM Performance
Harbor AI Inflection Strategy ETF (EPAI) is an ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, EPAI is up 31.69% versus a gain of 11.47% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
EPAI charges 0.88% per year while VYM charges 0.04%. On a $10,000 position that is $88 vs $4 annually, a gap of $84 per year that compounds over a long holding period. On income, EPAI currently yields 0.00% against 2.22% for VYM.
Holdings Overlap
17.4% of EPAI's money is in holdings VYM also owns. 1.5% of VYM's money is in holdings EPAI also owns.
EPAI and VYM share little of their money.
8 positions in common, counted across the 37 positions we hold weights for in EPAI and 557 in VYM, against full books of 38 and 613.
What only one of them owns
Our book lists 520 positions for VYM that do not appear in our book for EPAI (95.5% of the fund), and 26 for EPAI that do not appear in VYM (70.8%).
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 VYM | Difference |
|---|---|---|---|
| ETNEaton Corp Plc | 2.66% | 0.65% | 2.01% |
| JCIJohnson Controls Intl Plc | 2.33% | 0.36% | 1.97% |
| AMAntero Midstream Corporationam | 2.49% | 0.03% | 2.46% |
| NXPINxp Semiconductors Nv Sedol B505Pn7 | 2.16% | 0.24% | 1.92% |
| AMKRAmkor Technology, Inc. | 2.21% | 0.03% | 2.18% |
| ATOAtmos Energy Corp | 1.94% | 0.12% | 1.82% |
| FLSFlowserve Corp. | 1.89% | 0.04% | 1.85% |
| CHRWCH Robinson Worldwide | 1.76% | 0.07% | 1.69% |
You are not choosing between two funds in isolation.
Whichever of EPAI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EPAI or VYM?
EPAI has an expense ratio of 0.88% while VYM charges 0.04%. VYM is the cheaper option, by $84 a year on a $10,000 investment.
What is the holdings overlap between EPAI and VYM?
17.4% of EPAI's money is in holdings VYM also owns. 1.5% of VYM's is in holdings EPAI also owns. They hold 8 positions in common, counted across the 37 positions we hold weights for in EPAI and 557 in VYM.
Which pays a higher dividend, EPAI or VYM?
EPAI yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than EPAI?
VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.