Compare · 4 funds side by side · dividends reinvested

HAPI, JEPQ, VIG and IWF

HAPIHarbor×JEPQJ.P. Morgan×VIGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

HAPI, JEPQ, VIG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.0%+9.9%+21.7%[…]−8.1%12.7%$484M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · VIG 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $484M[…]

$10,000 five years ago, dividends reinvested · they hold 36.7% in common

JEPQMeasureHAPI

+3.2%Year to dateJan 1 → Nov 6+8.0%

+4.5%1 yearTotal return+9.9%

+17.4%3 years · per year$10,000 became $16,202 · $18,006+21.7%

[…]5 years · per year[…]

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

12.79%Trailing 12-mo yield$1,279 · $80 a year on $10k0.80%

−11.5%Worst dropSmaller is better−8.1%

16.7%VolatilityLower is calmer12.7%

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

1–5HAPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs HAPI: Top 5 Holdings

Today

JEPQ

28.9%in top 5

HAPI

in top 527.4%

JEPQStockHAPI

7.4%AAPL6.2%

6.6%NVDA4.6%

6.1%MSFT6.2%

4.4%AMZN6.0%

4.4%GOOGnot top 5

not top 5META4.4%

Held in common36.7%

End-of-day Nov 6, 2026 · share of each fund

JEPQ vs HAPI Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

HAPIHarbor

+9.9%

past year

JEPQHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JEPQ vs VIG

YTD

J.P. MorganJEPQ

+3.2%

VIGVanguard

+12.1%

+3.2%Year to date+12.1%

−11.5%Worst drop · 1Y−7.9%

16.7%Volatility · 1Y10.8%

12.8%Yield1.5%

$42.6BAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, JEPQ, VIG, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

HAPI0.35%$35

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HAPI, JEPQ, VIG, IWF

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VIG1.50%$150

HAPI0.80%$80

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VIG$150 − $4 = $146

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPQ, VIG, IWF

Today

49.9%most shared, JEPQ and IWF

HAPIJEPQVIGIWF

HAPI—36.7%40.3%44.0%

JEPQ36.7%—26.2%49.9%

VIG40.3%26.2%—32.8%

IWF44.0%49.9%32.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

HAPIWorst drop−8.1%12.7% vol

JEPQWorst drop−11.5%16.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026