Compare · 3 funds side by side · dividends reinvested

HAPI, JEPQ and JEPI

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

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

HAPI, JEPQ and JEPI, 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%$503M1.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.9

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 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

HAPIMeasureJEPQ

+8.2%Year to dateJan 1 → Nov 5+8.5%

+10.5%1 yearTotal return+9.3%

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

[…]5 years · per year[…]

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

0.80%Trailing 12-mo yield$80 · $1,217 a year on $10k12.17%

−8.1%Worst dropSmaller is better−8.8%

12.8%VolatilityLower is calmer15.5%

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

4–2HAPI wins

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

More Ways to See the Pairs

HAPI vs JEPQ: Top 5 Holdings

Today

HAPI

27.4%in top 5

JEPQ

in top 528.3%

HAPIStockJEPQ

6.1%AAPL7.1%

4.9%NVDA6.8%

6.2%MSFT6.0%

5.9%AMZN4.2%

4.4%METAnot top 5

not top 5GOOG4.2%

Held in common36.4%

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

HAPI vs JEPQ Returns, Every Period

HarborHAPI

+10.5%

past year

JEPQJ.P. Morgan

+9.3%

past year

HAPIJEPQFaded: behind in that period

2–1HAPI wins

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

Stocks vs Income: HAPI vs JEPQ

YTD

HarborHAPI

+8.2%

JEPQJ.P. Morgan

+8.5%

+8.2%Year to date+8.5%

−8.1%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.5%

0.8%Yield12.2%

$503MAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: HAPI, JEPQ, JEPI

Today

0.35%lowest, HAPI

FundExpense ratioFee$10k

HAPI0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: HAPI, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI8.09%$809

HAPI0.80%$80

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

JEPI$809 − $35 = $774

HAPI$80 − $35 = $45

KeptFee

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

Overlap: HAPI, JEPQ, JEPI

Today

36.4%most shared, HAPI and JEPQ

HAPIJEPQJEPI

HAPI—36.4%30.2%

JEPQ36.4%—27.0%

JEPI30.2%27.0%—

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

JEPIWorst drop−6.7%8.8% vol

HAPIWorst drop−8.1%12.8% vol

JEPQWorst drop−8.8%15.5% 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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026