Compare · 2 funds side by side · dividends reinvested

JEPQ and HAPI

JEPQJ.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 incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the two · RiskSmallest drop

JEPQ and HAPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$495M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B1.7

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: JEPQ 2022 · HAPI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

JEPQ

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

JEPQMeasureHAPI

+6.7%

More Ways to See the Pairs

JEPQ vs HAPI: Top 5 Holdings

Today

JEPQ

27.3%in top 5

HAPI

in top 526.8%

JEPQStockHAPI

7.2%AAPL6.2%

4.2%AMZN6.0%

5.9%NVDAnot top 5

5.6%MSFT5.8%

not top 5META

Cost, Income and Risk

Fees: JEPQ, HAPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

HAPI0.35%$35

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

Yields: JEPQ, HAPI

1Y

12.37%highest, JEPQ

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

+10.5%

+7.6%1 yearTotal return+10.9%

+17.4%3 years · per year$10,000 became $16,188 · $17,756+21.1%

[…]5 years · per year[…]

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

12.37%Trailing 12-mo yield$1,237 · $78 a year on $10k0.78%

−11.5%Worst dropSmaller is better−8.1%

17.0%VolatilityLower is calmer12.9%

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

1–5HAPI wins

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

4.4%

not top 5GOOGL4.3%

4.3%GOOGnot top 5

Held in common35.6%

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

JEPQ vs HAPI Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

HAPIHarbor

+10.9%

past year

JEPQHAPIFaded: behind in that period

0–3HAPI wins

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

Income vs Stocks: JEPQ vs HAPI

YTD

J.P. MorganJEPQ

+6.7%

HAPIHarbor

+10.5%

+6.7%Year to date+10.5%

−11.5%Worst drop · 1Y−8.1%

17.0%Volatility · 1Y12.9%

12.4%Yield0.8%

$42.5BAssets$495M

3–1HAPI wins

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

$10k

JEPQ12.37%$1,237

HAPI0.78%$78

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

HAPI$78 − $35 = $43

KeptFee

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

Overlap: JEPQ, HAPI

Today

35.6%most shared, JEPQ and HAPI

JEPQHAPI

JEPQ—35.6%

HAPI35.6%—

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

HAPIWorst drop−8.1%12.9% vol

JEPQWorst drop−11.5%17.0% vol

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

Paid More vs Made More

YTD

JEPQHAPI

+6.7%Year to date+10.5%

12.4%Yield0.8%

+7.6%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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JEPQ and HAPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two