Compare · 4 funds side by side · dividends reinvested

HAPI, JEPI, VTV and VIG

HAPIHarbor×JEPIJ.P. Morgan×VTVVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,803VTV · best of the four

02 / 04

HAPI, JEPI, VTV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.79%+10.1%+13.1%+21.3%[…]−8.1%12.9%$483M3.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: HAPI 2022 · JEPI 2020 · VTV 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483M[…]

HAPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

$10,000 five years ago, dividends reinvested · they hold 40.4% in common

HAPIMeasureVIG

+10.1%Year to dateJan 1 → Nov 10+15.1%

+13.1%1 yearTotal return+17.8%

+21.3%3 years · per year$10,000 became $17,837 · $16,696+18.6%

[…]5 years · per year$10,000 became […] · $16,583+10.6%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.79%Trailing 12-mo yield$79 · $146 a year on $10k1.46%

−8.1%Worst dropSmaller is better−7.9%

12.9%VolatilityLower is calmer11.0%

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

1–6VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAPI vs VIG: Top 5 Holdings

Today

HAPI

27.3%in top 5

VIG

in top 522.1%

HAPIStockVIG

6.2%AAPL4.9%

6.1%MSFT4.9%

6.1%AMZNnot top 5

4.5%METAnot top 5

4.4%NVDAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common40.4%

End-of-day Nov 10, 2026 · share of each fund

HAPI vs VIG Returns, Every Period

HarborHAPI

+13.1%

past year

VIGVanguard

+17.8%

past year

HAPIVIGFaded: behind in that period

1–2VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs JEPI

YTD

HarborHAPI

+10.1%

JEPIJ.P. Morgan

+7.6%

+10.1%Year to date+7.6%

−8.1%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y9.0%

0.8%Yield7.9%

$483MAssets$45.2B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, JEPI, VTV, VIG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

HAPI0.35%$35

JEPI0.35%$35

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

Yields: HAPI, JEPI, VTV, VIG

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

VTV1.83%$183

VIG1.46%$146

HAPI0.79%$79

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

VTV$183 − $3 = $180

VIG$146 − $4 = $142

HAPI$79 − $35 = $44

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPI, VTV, VIG

Today

51.5%most shared, VTV and VIG

HAPIJEPIVTVVIG

HAPI—30.2%35.5%40.4%

JEPI30.2%—27.8%31.4%

VTV35.5%27.8%—51.5%

VIG40.4%31.4%51.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.8%VTV, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

HAPIWorst drop−8.1%12.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVTV

+7.6%Year to date+21.0%

7.9%Yield1.8%

+10.6%Past year+24.8%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026