BUYZ vs EPAI

BUYZ vs EPAI

Which is better, BUYZ or EPAI?

BUYZ costs less.

BUYZ has a lower expense ratio. EPAI is less concentrated, with 40.0% of the fund in its ten largest positions against 50.3%.

Lower Fees: BUYZLess 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$5M
Dividend Yield0.00%0.00%
Holdings6074
YTD Return-6.56%+25.93%Best
1Y Return-13.09%-
3Y Return (annualized)+14.41%-
5Y Return (annualized)-6.24%-
Top 10 Weight50.3%40.0%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. Year to date, BUYZ is down 6.56% versus a gain of 25.93% 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 EPAI0.5%
EPAI already in BUYZ1.7%

0.5% of BUYZ's money is in holdings EPAI also owns. 1.7% of EPAI's money is in holdings BUYZ also owns.

EPAI and BUYZ share little of their money.

1 positions in common, counted across the 58 positions we hold weights for in BUYZ and 37 in EPAI, against full books of 60 and 74.

What only one of them owns

Our book lists 33 positions for EPAI that do not appear in our book for BUYZ (86.7% of the fund), and 44 for BUYZ that do not appear in EPAI (79.5%).

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
CHRWCh Robinson Worldwide Inc.0.51%1.69%1.18%

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.

What is the holdings overlap between BUYZ and EPAI?

1.7% of EPAI's money is in holdings BUYZ also owns. 1.7% of EPAI's is in holdings BUYZ also owns. They hold 1 positions in common, counted across the 58 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 is less concentrated, with 40.0% of the fund in its ten largest positions against 50.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.