Compare · 2 funds side by side · dividends reinvested

JEPI and HAPI

JEPIJ.P. Morgan×HAPIHarbor×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,756HAPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the two · RiskSmallest drop

JEPI and HAPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.4

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.5%+10.9%+21.1%[…]−8.1%12.9%$495M1.4

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: JEPI 2020 · HAPI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $495M[…]

HAPI

JEPI

JPMorgan Equity Premium Income ETF · $47.1B$14,519

$10,000 five years ago, dividends reinvested · they hold 29.9% in common

HAPIMeasureJEPI

+10.5%

More Ways to See the Pairs

HAPI vs JEPI: Top 5 Holdings

Today

HAPI

26.8%in top 5

JEPI

in top 59.7%

HAPIStockJEPI

6.2%AAPL2.0%

6.0%AMZN1.9%

5.8%MSFT1.9%

4.4%METAnot top 5

4.3%GOOGL

Cost, Income and Risk

Fees: JEPI, HAPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

HAPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JEPI, HAPI

1Y

7.87%highest, JEPI

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+8.2%

+10.9%1 yearTotal return+9.6%

+21.1%3 years · per year$10,000 became $17,756 · $13,696+11.1%

[…]5 years · per year$10,000 became […] · $14,519+7.7%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

0.78%Trailing 12-mo yield$78 · $787 a year on $10k7.87%

−8.1%Worst dropSmaller is better−6.7%

12.9%VolatilityLower is calmer9.0%

HAPIJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5MMM1.9%

Held in common29.9%

End-of-day Nov 13, 2026 · share of each fund

HAPI vs JEPI Returns, Every Period

1Y

HarborHAPI

+10.9%

past year

JEPIJ.P. Morgan

+9.6%

past year

HAPIJEPIFaded: behind in that period

3–0HAPI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs JEPI

YTD

HarborHAPI

+10.5%

JEPIJ.P. Morgan

+8.2%

+10.5%Year to date+8.2%

−8.1%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y9.0%

0.8%Yield7.9%

$495MAssets$47.1B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

JEPI7.87%$787

HAPI0.78%$78

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPI, HAPI

Today

29.9%most shared, JEPI and HAPI

JEPIHAPI

JEPI—29.9%

HAPI29.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.9%HAPI, at 12.9% volatility

JEPIWorst drop−6.7%9.0% vol

HAPIWorst drop−8.1%12.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIHAPI

+8.2%Year to date+10.5%

7.9%Yield0.8%

+9.6%Past year+10.9%

0.35%Fee0.35%

2–1HAPI wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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JEPI and HAPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two