Compare · 3 funds side by side · dividends reinvested

HAPI, JEPQ and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

HAPI, JEPQ and IWF, 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%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 36.4% in common

JEPQMeasureHAPI

+8.5%Year to dateJan 1 → Nov 5+8.2%

+9.3%1 yearTotal return+10.5%

+20.3%3 years · per year$10,000 became $17,406 · $18,219+22.1%

[…]5 years · per year[…]

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

12.17%Trailing 12-mo yield$1,217 · $80 a year on $10k0.80%

−8.8%Worst dropSmaller is better−8.1%

15.5%VolatilityLower is calmer12.8%

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

2–4HAPI wins

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

More Ways to See the Pairs

JEPQ vs HAPI: Top 5 Holdings

Today

JEPQ

28.3%in top 5

HAPI

in top 527.4%

JEPQStockHAPI

7.1%AAPL6.1%

6.8%NVDA4.9%

6.0%MSFT6.2%

4.2%AMZN5.9%

not top 5META4.4%

4.2%GOOGnot top 5

Held in common36.4%

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs HAPI Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

HAPIHarbor

+10.5%

past year

JEPQHAPIFaded: behind in that period

1–2HAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs HAPI

YTD

J.P. MorganJEPQ

+8.5%

HAPIHarbor

+8.2%

+8.5%Year to date+8.2%

−8.8%Worst drop · 1Y−8.1%

15.5%Volatility · 1Y12.8%

12.2%Yield0.8%

$42.1BAssets$503M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, JEPQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

HAPI0.35%$35

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HAPI, JEPQ, IWF

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

HAPI0.80%$80

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPQ, IWF

Today

50.3%most shared, JEPQ and IWF

HAPIJEPQIWF

HAPI—36.4%43.8%

JEPQ36.4%—50.3%

IWF43.8%50.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.5%HAPI, at 12.8% volatility

HAPIWorst drop−8.1%12.8% vol

JEPQWorst drop−8.8%15.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQHAPI

+8.5%Year to date+8.2%

12.2%Yield0.8%

+9.3%Past year+10.5%

0.35%Fee0.35%

2–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026