Compare · 4 funds side by side · dividends reinvested

HAPI, JEPQ, JEPI and SCHD

HAPIHarbor×JEPQJ.P. Morgan×JEPIJ.P. Morgan×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

HAPI, JEPQ, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+13.6%+21.9%[…]−8.1%12.9%$483M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

HAPI

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

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

JEPQMeasureHAPI

+6.6%Year to dateJan 1 → Nov 9+10.6%

+9.2%1 yearTotal return+13.6%

+18.2%3 years · per year$10,000 became $16,495 · $18,105+21.9%

[…]5 years · per year[…]

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

12.39%Trailing 12-mo yield$1,239 · $78 a year on $10k0.78%

−11.5%Worst dropSmaller is better−8.1%

16.9%VolatilityLower is calmer12.9%

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

1–5HAPI wins

End-of-day Nov 9, 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

28.6%in top 5

HAPI

in top 527.5%

JEPQStockHAPI

7.3%AAPL6.2%

6.7%NVDA4.7%

6.0%MSFT6.1%

4.3%AMZN6.0%

not top 5META4.4%

4.4%GOOGnot top 5

Held in common36.4%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs HAPI Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

HAPIHarbor

+13.6%

past year

JEPQHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y9.0%

12.4%Yield7.9%

$40.7BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, JEPQ, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

HAPI0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HAPI, JEPQ, JEPI, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

SCHD2.96%$296

HAPI0.78%$78

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPQ, JEPI, SCHD

Today

36.4%most shared, HAPI and JEPQ

HAPIJEPQJEPISCHD

HAPI—36.4%30.3%9.6%

JEPQ36.4%—27.5%3.8%

JEPI30.3%27.5%—8.4%

SCHD9.6%3.8%8.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

HAPIWorst drop−8.1%12.9% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026