Compare · 4 funds side by side · dividends reinvested

HAPI, JEPQ, VTV and IWF

HAPIHarbor×JEPQJ.P. Morgan×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

HAPI, JEPQ, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

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%$483M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483M[…]

HAPI

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

HAPIMeasureIWF

+8.0%Year to dateJan 1 → Nov 6−5.3%

+9.9%1 yearTotal return−6.5%

+21.7%3 years · per year$10,000 became $18,006 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

0.80%Trailing 12-mo yield$80 · $39 a year on $10k0.39%

−8.1%Worst dropSmaller is better−14.6%

12.7%VolatilityLower is calmer19.4%

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

6–1HAPI wins

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

More Ways to See the Pairs

HAPI vs IWF: Top 5 Holdings

Today

HAPI

27.4%in top 5

IWF

in top 539.8%

HAPIStockIWF

4.6%NVDA14.1%

6.2%AAPL9.0%

6.2%MSFT6.6%

6.0%AMZNnot top 5

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.4%METAnot top 5

Held in common44.0%

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

HAPI vs IWF Returns, Every Period

HarborHAPI

+9.9%

past year

IWFiShares

−6.5%

past year

HAPIIWFFaded: behind in that period

3–0HAPI wins

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

Stocks vs Income: HAPI vs JEPQ

YTD

HarborHAPI

+8.0%

JEPQJ.P. Morgan

+3.2%

+8.0%Year to date+3.2%

−8.1%Worst drop · 1Y−11.5%

12.7%Volatility · 1Y16.7%

0.8%Yield12.8%

$483MAssets$40.7B

3–1HAPI wins

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

Cost, Income and Risk

Fees: HAPI, JEPQ, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

HAPI0.35%$35

JEPQ0.35%$35

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

Yields: HAPI, JEPQ, VTV, IWF

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VTV1.87%$187

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

VTV$187 − $3 = $184

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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

Overlap: HAPI, JEPQ, VTV, IWF

Today

49.9%most shared, JEPQ and IWF

HAPIJEPQVTVIWF

HAPI—36.7%35.4%44.0%

JEPQ36.7%—16.9%49.9%

VTV35.4%16.9%—11.8%

IWF44.0%49.9%11.8%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% 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

JEPQVTV

+3.2%Year to date+18.5%

12.8%Yield1.9%

+4.5%Past year+22.9%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$40.7BAssets$45.2B

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026