Compare · 2 funds side by side · dividends reinvested

HAP and JEPQ

HAPVanEck×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,426HAP · best of the two

02 / 04

HAP and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Natural Resources ETFUnsorted0.41%1.87%+21.0%+30.6%+18.7%+11.7%−9.1%16.3%$320M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: HAP 2008 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Natural Resources ETF · $320M$17,426

HAP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

HAPMeasureJEPQ

+21.0%Year to dateJan 1 → Nov 6+3.2%

+30.6%1 yearTotal return+4.5%

+18.7%3 years · per year$10,000 became $16,736 · $16,202+17.4%

+11.7%5 years · per year$10,000 became $17,426 · […][…]

0.41%Expense ratio$41 · $35 a year on $10k · lower is better0.35%

1.87%Trailing 12-mo yield$187 · $1,279 a year on $10k12.79%

−9.1%Worst dropSmaller is better−11.5%

16.3%VolatilityLower is calmer16.7%

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

5–2HAP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAP vs JEPQ: Top 5 Holdings

Today

HAP

24.9%in top 5

JEPQ

in top 528.9%

HAPStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

5.4%XOMnot top 5

5.4%CVXnot top 5

5.3%DEnot top 5

4.6%IBE.MCnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

4.2%BAYN.DEnot top 5

Held in common0.9%

End-of-day Nov 6, 2026 · share of each fund

HAP vs JEPQ Returns, Every Period

VanEckHAP

+30.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

HAPJEPQFaded: behind in that period

3–0HAP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: HAP vs JEPQ

YTD

VanEckHAP

+21.0%

JEPQJ.P. Morgan

+3.2%

+21.0%Year to date+3.2%

−9.1%Worst drop · 1Y−11.5%

16.3%Volatility · 1Y16.7%

1.9%Yield12.8%

$320MAssets$42.6B

3–1HAP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAP, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

HAP0.41%$41

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HAP, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

HAP1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

HAP$187 − $41 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HAP, JEPQ

Today

0.9%most shared, HAP and JEPQ

HAPJEPQ

HAP—0.9%

JEPQ0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.6%HAP, at 16.3% volatility

HAPWorst drop−9.1%16.3% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQHAP

+3.2%Year to date+21.0%

12.8%Yield1.9%

+4.5%Past year+30.6%

0.35%Fee0.41%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026