Compare · 4 funds side by side · dividends reinvested

HAPI, JEPQ, VIG and VTV

HAPIHarbor×JEPQJ.P. Morgan×VIGVanguard×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

HAPI, JEPQ, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.3

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+11.1%+12.3%+21.6%[…]−8.1%12.9%$494M2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B3.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,653

VIG

More Ways to See the Pairs

VIG vs HAPI: Top 5 Holdings

Today

VIG

22.1%in top 5

HAPI

in top 527.2%

VIGStockHAPI

4.9%AAPL6.2%

not top 5AMZN6.2%

4.9%MSFT6.0%

not top 5META4.6%

4.3%AVGO

Cost, Income and Risk

Fees: HAPI, JEPQ, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

HAPI0.35%$35

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $494M[…]

$10,000 five years ago, dividends reinvested · they hold 40.5% in common

VIGMeasureHAPI

+16.0%Year to dateJan 1 → Nov 11+11.1%

+17.8%1 yearTotal return+12.3%

+18.9%3 years · per year$10,000 became $16,811 · $17,959+21.6%

+10.7%5 years · per year$10,000 became $16,653 · […][…]

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.45%Trailing 12-mo yield$145 · $78 a year on $10k0.78%

−7.9%Worst dropSmaller is better−8.1%

11.0%VolatilityLower is calmer12.9%

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

6–1VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5GOOGL4.3%

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common40.5%

End-of-day Nov 11, 2026 · share of each fund

VIG vs HAPI Returns, Every Period

1Y

VanguardVIG

+17.8%

past year

HAPIHarbor

+12.3%

past year

VIGHAPIFaded: behind in that period

2–1VIG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+16.0%

JEPQJ.P. Morgan

+8.1%

+16.0%Year to date+8.1%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.4%Yield12.2%

$109BAssets$42.0B

3–1VIG wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: HAPI, JEPQ, VIG, VTV

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

VTV1.81%$181

VIG1.45%$145

HAPI0.78%$78

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

VTV$181 − $3 = $178

VIG$145 − $4 = $141

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPQ, VIG, VTV

Today

51.5%most shared, VIG and VTV

HAPIJEPQVIGVTV

HAPI—36.0%40.5%35.5%

JEPQ36.0%—26.5%17.0%

VIG40.5%26.5%—51.5%

VTV35.5%17.0%51.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

HAPIWorst drop−8.1%12.9% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVTV

+8.1%Year to date+22.3%

12.2%Yield1.8%

+9.0%Past year+25.5%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

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HAPI, JEPQ, VIG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four