Compare · 3 funds side by side · dividends reinvested

HAPI, JEPI and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

HAPI, JEPI and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: HAPI 2022 · JEPI 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M[…]

HAPI

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 30.2% in common

HAPIMeasureJEPI

+8.2%Year to dateJan 1 → Nov 5+5.2%

+10.5%1 yearTotal return+8.3%

+22.1%3 years · per year$10,000 became $18,219 · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

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

0.80%Trailing 12-mo yield$80 · $809 a year on $10k8.09%

−8.1%Worst dropSmaller is better−6.7%

12.8%VolatilityLower is calmer8.8%

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

3–3Level

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

More Ways to See the Pairs

HAPI vs JEPI: Top 5 Holdings

Today

HAPI

27.4%in top 5

JEPI

in top 59.9%

HAPIStockJEPI

6.2%MSFT2.0%

6.1%AAPL1.9%

5.9%AMZNnot top 5

4.9%NVDAnot top 5

4.4%METAnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common30.2%

End-of-day Nov 5, 2026 · share of each fund

HAPI vs JEPI Returns, Every Period

HarborHAPI

+10.5%

past year

JEPIJ.P. Morgan

+8.3%

past year

HAPIJEPIFaded: behind in that period

3–0HAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs JEPI

YTD

HarborHAPI

+8.2%

JEPIJ.P. Morgan

+5.2%

+8.2%Year to date+5.2%

−8.1%Worst drop · 1Y−6.7%

12.8%Volatility · 1Y8.8%

0.8%Yield8.1%

$503MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, JEPI, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

HAPI0.35%$35

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HAPI, JEPI, IJH

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IJH1.26%$126

HAPI0.80%$80

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IJH$126 − $5 = $121

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPI, IJH

Today

30.2%most shared, HAPI and JEPI

HAPIJEPIIJH

HAPI—30.2%0.2%

JEPI30.2%—0.5%

IJH0.2%0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

JEPIWorst drop−6.7%8.8% vol

HAPIWorst drop−8.1%12.8% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIJH

+5.2%Year to date+9.5%

8.1%Yield1.3%

+8.3%Past year+12.9%

0.35%Fee0.05%

3–1IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026