Compare · 4 funds side by side · dividends reinvested

HAPI, JEPQ, SCHD and VIG

HAPIHarbor×JEPQJ.P. Morgan×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

HAPI, JEPQ, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

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%$503M3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

HAPIMeasureVIG

+8.2%Year to dateJan 1 → Nov 5+12.5%

+10.5%1 yearTotal return+15.2%

+22.1%3 years · per year$10,000 became $18,219 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.80%Trailing 12-mo yield$80 · $149 a year on $10k1.49%

−8.1%Worst dropSmaller is better−7.9%

12.8%VolatilityLower is calmer10.8%

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

1–6VIG 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 VIG: Top 5 Holdings

Today

HAPI

27.4%in top 5

VIG

in top 522.1%

HAPIStockVIG

6.2%MSFT4.9%

6.1%AAPL4.9%

5.9%AMZNnot top 5

4.9%NVDAnot top 5

4.4%METAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common40.3%

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

HAPI vs VIG Returns, Every Period

HarborHAPI

+10.5%

past year

VIGVanguard

+15.2%

past year

HAPIVIGFaded: behind in that period

1–2VIG 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$42.1B

2–2level

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

Cost, Income and Risk

Fees: HAPI, JEPQ, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

HAPI0.35%$35

JEPQ0.35%$35

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

Yields: HAPI, JEPQ, SCHD, VIG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

VIG1.49%$149

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

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

HAPI$80 − $35 = $45

KeptFee

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

Overlap: HAPI, JEPQ, SCHD, VIG

Today

40.3%most shared, HAPI and VIG

HAPIJEPQSCHDVIG

HAPI—36.4%9.5%40.3%

JEPQ36.4%—3.8%26.3%

SCHD9.5%3.8%—14.5%

VIG40.3%26.3%14.5%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% 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

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026