Compare · 3 funds side by side · dividends reinvested

HAPI, JEPI and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

HAPI, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$503M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: HAPI 2022 · JEPI 2020 · VUG 2004

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 · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 29.9% in common

HAPIMeasureJEPI

+12.3%Year to dateJan 1 → Nov 4+8.8%

+13.6%1 yearTotal return+11.9%

+23.9%3 years · per year$10,000 became $19,002 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

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

0.77%Trailing 12-mo yield$77 · $783 a year on $10k7.83%

−8.1%Worst dropSmaller is better−6.7%

12.2%VolatilityLower is calmer8.1%

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

3–3Level

End-of-day Nov 4, 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

27.0%in top 5

JEPI

in top 59.5%

HAPIStockJEPI

5.9%MSFT1.9%

5.9%AAPL1.9%

5.7%AMZNnot top 5

5.1%NVDAnot top 5

4.4%METAnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common29.9%

End-of-day Nov 4, 2026 · share of each fund

HAPI vs JEPI Returns, Every Period

HarborHAPI

+13.6%

past year

JEPIJ.P. Morgan

+11.9%

past year

HAPIJEPIFaded: behind in that period

3–0HAPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs JEPI

YTD

HarborHAPI

+12.3%

JEPIJ.P. Morgan

+8.8%

+12.3%Year to date+8.8%

−8.1%Worst drop · 1Y−6.7%

12.2%Volatility · 1Y8.1%

0.8%Yield7.8%

$503MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

HAPI0.35%$35

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HAPI, JEPI, VUG

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

HAPI0.77%$77

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPI, VUG

Today

43.7%most shared, HAPI and VUG

HAPIJEPIVUG

HAPI—29.9%43.7%

JEPI29.9%—27.3%

VUG43.7%27.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%HAPI, at 12.2% volatility

JEPIWorst drop−6.7%8.1% vol

HAPIWorst drop−8.1%12.2% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIHAPI

+8.8%Year to date+12.3%

7.8%Yield0.8%

+11.9%Past year+13.6%

0.35%Fee0.35%

2–1HAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026