Compare · 4 funds side by side · dividends reinvested

HAPI, JEPQ, SCHD and IJH

HAPIHarbor×JEPQJ.P. Morgan×SCHDSchwab×IJHiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

HAPI, JEPQ, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B2.5

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+11.5%+21.2%[…]−8.1%12.9%$497M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497M[…]

HAPI

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HAPI vs IJH: Top 5 Holdings

Today

HAPI

26.8%in top 5

IJH

in top 53.6%

HAPIStockIJH

6.2%AAPLnot top 5

6.0%AMZNnot top 5

5.8%MSFTnot top 5

4.4%METAnot top 5

4.3%GOOGLnot top 5

Cost, Income and Risk

Fees: HAPI, JEPQ, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

HAPI0.35%$35

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

IJH

iShares Core S&P Mid-Cap ETF · $126B$13,809

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

HAPIMeasureIJH

+10.6%Year to dateJan 1 → Nov 12+12.8%

+11.5%1 yearTotal return+14.5%

+21.2%3 years · per year$10,000 became $17,822 · $15,733+16.3%

[…]5 years · per year$10,000 became […] · $13,809+6.7%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

0.78%Trailing 12-mo yield$78 · $122 a year on $10k1.22%

−8.1%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.8%

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

3–4IJH wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.2%

End-of-day Nov 12, 2026 · share of each fund

HAPI vs IJH Returns, Every Period

1Y

HarborHAPI

+11.5%

past year

IJHiShares

+14.5%

past year

HAPIIJHFaded: behind in that period

1–2IJH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs JEPQ

YTD

HarborHAPI

+10.6%

JEPQJ.P. Morgan

+7.8%

+10.6%Year to date+7.8%

−8.1%Worst drop · 1Y−11.5%

12.9%Volatility · 1Y16.9%

0.8%Yield12.2%

$497MAssets$41.8B

3–1HAPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: HAPI, JEPQ, SCHD, IJH

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

IJH1.22%$122

HAPI0.78%$78

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SCHD$293 − $6 = $287

IJH$122 − $5 = $117

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPQ, SCHD, IJH

Today

35.6%most shared, HAPI and JEPQ

HAPIJEPQSCHDIJH

HAPI—35.6%9.5%0.2%

JEPQ35.6%—3.8%0.1%

SCHD9.5%3.8%—3.5%

IJH0.2%0.1%3.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.9% vol

IJHWorst drop−8.8%15.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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HAPI, JEPQ, SCHD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four