Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

EPAI vs FAI: which is really different?

EPAI and FAI hold 1% of their weight in the same names.

Harbor AI Inflection Strategy ETF and First Trust Bloomberg Artificial Intelligence ETF.

58.0%EPAI in the S&P 500
76.9%FAI in the S&P 500
+33.6%EPAI total return, 1 year
+38.0%FAI total return, 1 year

ETFIQ Off-Index Score: EPAI scores higher

How much of it is not the index it is sold as an alternative to?

EPAI 34.3FAI 4.70.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

EPAI42% of its weight is outside the S&P 500 · 6 months to Sep 18, 2026
58%42%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 96% · top ten 38% of the fund · 37 holdings filed Apr 30, 2026 · Nasdaq-100: 19% in58%42%in the S&P 500outsideactive share 96% · top ten 38% of the fund
FAI23% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
77%23%of its weight in S&P 500 companiesoutside the S&P 500active share 70% · top ten 62% of the fund · 54 holdings filed Sep 18, 2026 · Nasdaq-100: 74% in77%23%in the S&P 500outsideactive share 70% · top ten 62% of the fund

1% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, EPAI and FAI hold 1% of their money in the same securities at the same weight.

Positions EPAI and FAI both hold, largest shared weight first
HoldingEPAIFAI
ASML Holding NV3.22%3.31%
Synopsys Inc2.45%0.55%
Monolithic Power Systems Inc3.61%0.43%
Only in each
Only in EPAIOnly in FAI
Vertiv Holdings Co 4.76%Microsoft Corporation 9.42%
Teradyne Inc 4.25%NVIDIA Corporation 8.49%
FormFactor Inc 3.98%Amazon.com, Inc. 7.78%
MasTec Inc 3.82%Broadcom Inc. 7.39%
Applied Materials Inc 3.65%Alphabet Inc. (Class A) 7.23%
Taiwan Semiconductor Manufacturing Co Lt 3.61%Palantir Technologies Inc. (Class A) 5.12%
Everus Construction Group Inc 3.48%Meta Platforms, Inc. (Class A) 4.25%
Entegris Inc 3.46%Advanced Micro Devices, Inc. 4.02%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 18, 2026.

Performance, window by window

EPAI and FAI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
EPAIFAIEPAIFAIEPAIFAI
3 months−13.1%−0.5%−15.3 pts−2.7 pts−10.6 pts+2.0 pts
6 months+19.2%+44.6%+1.2 pts+26.6 pts−5.0 pts+20.4 pts
1 yearnot published+38.0%not published+21.4 ptsnot published+16.2 pts
Since launch+33.6%+82.5%+19.8 pts+51.2 pts+14.8 pts+38.3 pts
Open the live comparison on ETFIQ
EPAI and FAI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
EPAI
Harbor AI Inflection Strategy ETF
Holds 37 stocks in artificial intelligence, 58% of its weight in S&P 500 companies
FAI
First Trust Bloomberg Artificial Intelligence ETF
Holds 54 stocks in artificial intelligence, 77% of its weight in S&P 500 companies
IssuerHarborFirst Trust
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50058.0%76.9%
Active share vs the S&P 50095.5%70.0%
In the Nasdaq-10019.0%73.5%
Holdings3754
Top ten, share of the fund37.9%61.5%
Expense ratio0.88%0.65%
Fee for the differing part0.92%0.93%
Total return, 1 year+33.6% (since launch on Dec 18, 2025)+38.0%
vs the S&P 500+19.8 pts+21.4 pts
vs the Nasdaq-100+14.8 pts+16.2 pts
Below its high−16.8%−4.8%
Net assets$5m$190m

EPAI in plain words

By weight, 58% of EPAI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 96%. The top ten holdings are 38% of the fund across 37 positions, as filed for Apr 30, 2026. Since it launched on Dec 18, 2025 the fund returned +33.6% with distributions reinvested against +13.8% for the S&P 500, so a holder was ahead by 19.8 pts. It sits 16.8% below its all-time high of Jun 30, 2026.

FAI in plain words

By weight, 77% of FAI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 70%. The top ten holdings are 62% of the fund across 54 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +38.0% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 21.4 pts.

Questions people ask

Do EPAI and FAI hold the same stocks?
By their latest filings, 1% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, EPAI or FAI?
EPAI has 58% of its weight in S&P 500 names and FAI has 77%, so EPAI differs more from the index.
Which is cheaper, EPAI or FAI?
EPAI charges 0.88% a year and FAI charges 0.65%, so FAI is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

EPAI against FAI, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, EPAI against FAI, data as of Sep 18, 2026. https://etfiq.com/compare/themes/epai-vs-fai Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources