Compare · 4 funds side by side · dividends reinvested

HAPI, JEPQ, SCHD and IWF

HAPIHarbor×JEPQJ.P. Morgan×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,881SCHD · best of the four

02 / 04

HAPI, JEPQ, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

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%$503M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · SCHD 2011 · IWF 2000

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 · $42.1B[…]

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

HAPIMeasureJEPQ

+12.3%Year to dateJan 1 → Nov 4+8.5%

+13.6%1 yearTotal return+9.3%

+23.9%3 years · per year$10,000 became $19,002 · $17,406+20.3%

[…]5 years · per year[…]

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

0.77%Trailing 12-mo yield$77 · $1,217 a year on $10k12.17%

−8.1%Worst dropSmaller is better−8.8%

12.2%VolatilityLower is calmer15.5%

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

5–1HAPI wins

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 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 4, 2026 · share of each fund

HAPI vs JEPQ Returns, Every Period

HarborHAPI

+13.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

HAPIJEPQFaded: 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 JEPQ

YTD

HarborHAPI

+12.3%

JEPQJ.P. Morgan

+8.5%

+12.3%Year to date+8.5%

−8.1%Worst drop · 1Y−8.8%

12.2%Volatility · 1Y15.5%

0.8%Yield12.2%

$503MAssets$42.1B

3–1HAPI wins

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

Cost, Income and Risk

Fees: HAPI, JEPQ, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

HAPI0.35%$35

JEPQ0.35%$35

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

Yields: HAPI, JEPQ, SCHD, IWF

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.91%$291

HAPI0.77%$77

IWF0.37%$37

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

HAPI$77 − $35 = $42

IWF$37 − $18 = $19

KeptFee

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

Overlap: HAPI, JEPQ, SCHD, IWF

Today

50.3%most shared, JEPQ and IWF

HAPIJEPQSCHDIWF

HAPI—36.4%9.5%43.8%

JEPQ36.4%—3.8%50.3%

SCHD9.5%3.8%—3.6%

IWF43.8%50.3%3.6%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

HAPIWorst drop−8.1%12.2% vol

JEPQWorst drop−8.8%15.5% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+35.3%

12.2%Yield2.9%

+9.3%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

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