Compare · 4 funds side by side · dividends reinvested

HAPI, JEPI, VTV and VUG

HAPIHarbor×JEPIJ.P. Morgan×VTVVanguard×VUGVanguard×

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, VTV and VUG, 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%$184B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.5

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%$483M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 30.3% in common

HAPIMeasureJEPI

+8.0%Year to dateJan 1 → Nov 6+5.3%

+9.9%1 yearTotal return+8.2%

+21.7%3 years · per year$10,000 became $18,006 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+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%

12.7%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 6, 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%AAPL2.0%

6.2%MSFT2.0%

6.0%AMZNnot top 5

4.6%NVDAnot top 5

4.4%METAnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common30.3%

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

HAPI vs JEPI Returns, Every Period

HarborHAPI

+9.9%

past year

JEPIJ.P. Morgan

+8.2%

past year

HAPIJEPIFaded: behind in that period

3–0HAPI 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%

$483MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: HAPI, JEPI, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

HAPI0.35%$35

JEPI0.35%$35

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

Yields: HAPI, JEPI, VTV, VUG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VTV1.87%$187

HAPI0.80%$80

VUG0.42%$42

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VTV$187 − $3 = $184

HAPI$80 − $35 = $45

VUG$42 − $3 = $39

KeptFee

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

Overlap: HAPI, JEPI, VTV, VUG

Today

43.6%most shared, HAPI and VUG

HAPIJEPIVTVVUG

HAPI—30.3%35.4%43.6%

JEPI30.3%—27.5%26.6%

VTV35.4%27.5%—1.9%

VUG43.6%26.6%1.9%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

JEPIWorst drop−6.7%8.8% vol

VTVWorst drop−6.4%10.7% vol

HAPIWorst drop−8.1%12.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

JEPIVTV

+5.3%Year to date+18.5%

8.1%Yield1.9%

+8.2%Past year+22.9%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

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