Compare · 3 funds side by side · dividends reinvested

HAPI, JEPQ and SCHD

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

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

Story of the three · RiskSmallest drop

HAPI, JEPQ and SCHD, 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%$124B1.3

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%$497M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.6

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

JEPQ

More Ways to See the Pairs

JEPQ vs SCHD: Top 5 Holdings

Today

JEPQ

27.3%in top 5

SCHD

in top 521.7%

JEPQStockSCHD

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

Cost, Income and Risk

Fees: HAPI, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

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 Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$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%

Measure

SCHD

+7.8%Year to dateJan 1 → Nov 12+34.2%

+8.8%1 yearTotal return+36.8%

+17.9%3 years · per year$10,000 became $16,406 · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

12.24%Trailing 12-mo yield$1,224 · $293 a year on $10k2.93%

−11.5%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

not top 5KO4.3%

4.3%GOOGnot top 5

not top 5HD4.3%

4.2%AMZNnot top 5

not top 5AMGN4.1%

Held in common3.8%

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

JEPQ vs SCHD Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

SCHDSchwab

+36.8%

past year

JEPQSCHDFaded: behind in that period

0–3SCHD wins

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

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+7.8%

SCHDSchwab

+34.2%

+7.8%Year to date+34.2%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.7%

12.2%Yield2.9%

$42.6BAssets$124B

3–1SCHD wins

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

Yields: HAPI, JEPQ, SCHD

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

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

HAPI$78 − $35 = $43

KeptFee

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

Overlap: HAPI, JEPQ, SCHD

Today

35.6%most shared, HAPI and JEPQ

HAPIJEPQSCHD

HAPI—35.6%9.5%

JEPQ35.6%—3.8%

SCHD9.5%3.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.9% 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%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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HAPI, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: HAPI, JEPQ, SCHD