Compare · 4 funds side by side · dividends reinvested

HAPI, JEPI, SCHD and VTV

HAPIHarbor×JEPIJ.P. Morgan×SCHDSchwab×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

HAPI, JEPI, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M3.1

Rank among the four1st → 4thFee, 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: HAPI 2022 · JEPI 2020 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

HAPIMeasureSCHD

+8.0%Year to dateJan 1 → Nov 6+31.4%

+9.9%1 yearTotal return+37.0%

+21.7%3 years · per year$10,000 became $18,006 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

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

0.80%Trailing 12-mo yield$80 · $300 a year on $10k3.00%

−8.1%Worst dropSmaller is better−6.9%

12.7%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

HAPI vs SCHD: Top 5 Holdings

Today

HAPI

27.4%in top 5

SCHD

in top 521.4%

HAPIStockSCHD

6.2%AAPLnot top 5

6.2%MSFTnot top 5

6.0%AMZNnot top 5

4.6%NVDAnot top 5

not top 5PG4.5%

4.4%METAnot top 5

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common9.7%

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

HAPI vs SCHD Returns, Every Period

HarborHAPI

+9.9%

past year

SCHDSchwab

+37.0%

past year

HAPISCHDFaded: behind in that period

1–2SCHD wins

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

Stocks vs Income: HAPI vs JEPI

YTD

HarborHAPI

+8.0%

JEPIJ.P. Morgan

+5.3%

+8.0%Year to date+5.3%

−8.1%Worst drop · 1Y−6.7%

12.7%Volatility · 1Y8.8%

0.8%Yield8.1%

$503MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: HAPI, JEPI, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

HAPI0.35%$35

JEPI0.35%$35

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

Yields: HAPI, JEPI, SCHD, VTV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

VTV1.87%$187

HAPI0.80%$80

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

HAPI$80 − $35 = $45

KeptFee

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

Overlap: HAPI, JEPI, SCHD, VTV

Today

35.4%most shared, HAPI and VTV

HAPIJEPISCHDVTV

HAPI—30.3%9.7%35.4%

JEPI30.3%—8.2%27.5%

SCHD9.7%8.2%—17.9%

VTV35.4%27.5%17.9%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.7% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026