BTEC vs EPAI

BTEC vs EPAI

Which is better, BTEC or EPAI?

BTEC costs less.

BTEC has a lower expense ratio.

Lower Fees: BTEC

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

MetricBTECEPAI
Expense Ratio0.42%Best0.88%
AUM$16M$5M
Dividend Yield0.00%0.00%
Holdings26874
Volatility (annualized)27.4%-
Max Drawdown-62.9%-
Fund FamilyPrincipal FundsHarbor Funds
CategoryEquityEquity
StyleMid Cap GrowthMid Cap Growth
InceptionAug 19, 2016Dec 17, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 691 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTEC has data through Nov 22, 2024 and EPAI through Oct 14, 2026.

Compare BTEC against instead:BTEC vs SPYBTEC vs QQQBTEC vs VOOBTEC vs VTIEPAI against:EPAI vs VXUS

Fees and Cost Over Time

BTEC charges 0.42% per year while EPAI charges 0.88%. On a $10,000 position that is $42 vs $88 annually, a gap of $46 per year that compounds over a long holding period. On income, BTEC currently yields 0.00% against 0.00% for EPAI.

You are not choosing between two funds in isolation.

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

BTECEPAI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BTEC or EPAI?

BTEC has an expense ratio of 0.42% while EPAI charges 0.88%. BTEC is the cheaper option, by $46 a year on a $10,000 investment.

Which pays a higher dividend, BTEC or EPAI?

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

Is EPAI better than BTEC?

BTEC has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.