Compare · 4 funds side by side · dividends reinvested

HAPI, JEPI, IJR and SCHD

HAPIHarbor×JEPIJ.P. Morgan×IJRiShares×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

HAPI, JEPI, IJR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B2.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+11.1%+12.3%+21.6%[…]−8.1%12.9%$497M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: HAPI 2022 · JEPI 2020 · IJR 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497M[…]

HAPI

More Ways to See the Pairs

HAPI vs IJR: Top 5 Holdings

Today

HAPI

27.2%in top 5

IJR

in top 52.7%

HAPIStockIJR

6.2%AMZNnot top 5

6.2%AAPLnot top 5

6.0%MSFTnot top 5

4.6%METAnot top 5

4.3%GOOGLnot top 5

Cost, Income and Risk

Fees: HAPI, JEPI, IJR, SCHD

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SCHD0.06%$6

HAPI0.35%$35

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

IJR

iShares Core S&P Small-Cap ETF · $107B$13,039

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

HAPIMeasureIJR

+11.1%Year to dateJan 1 → Nov 11+19.4%

+12.3%1 yearTotal return+21.0%

+21.6%3 years · per year$10,000 became $17,959 · $15,982+16.9%

[…]5 years · per year$10,000 became […] · $13,039+5.5%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.78%Trailing 12-mo yield$78 · $120 a year on $10k1.20%

−8.1%Worst dropSmaller is better−9.7%

12.9%VolatilityLower is calmer16.3%

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

3–4IJR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common0.1%

End-of-day Nov 11, 2026 · share of each fund

HAPI vs IJR Returns, Every Period

1Y

HarborHAPI

+12.3%

past year

IJRiShares

+21.0%

past year

HAPIIJRFaded: behind in that period

1–2IJR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs JEPI

YTD

HarborHAPI

+11.1%

JEPIJ.P. Morgan

+8.6%

+11.1%Year to date+8.6%

−8.1%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y9.0%

0.8%Yield7.8%

$497MAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: HAPI, JEPI, IJR, SCHD

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

IJR1.20%$120

HAPI0.78%$78

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

IJR$120 − $6 = $114

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPI, IJR, SCHD

Today

30.0%most shared, HAPI and JEPI

HAPIJEPIIJRSCHD

HAPI—30.0%0.1%9.5%

JEPI30.0%—0.0%8.5%

IJR0.1%0.0%—1.2%

SCHD9.5%8.5%1.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

HAPIWorst drop−8.1%12.9% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

HAPI, JEPI, IJR and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four