Compare · 4 funds side by side · dividends reinvested

HAPI, JEPQ, VUG and VIG

HAPIHarbor×JEPQJ.P. Morgan×VUGVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,331VIG · best of the four

02 / 04

HAPI, JEPQ, VUG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

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%$503M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.0

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 · VUG 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

HAPI

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

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

VIGMeasureHAPI

+12.5%Year to dateJan 1 → Nov 5+8.2%

+15.2%1 yearTotal return+10.5%

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

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

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

1.49%Trailing 12-mo yield$149 · $80 a year on $10k0.80%

−7.9%Worst dropSmaller is better−8.1%

10.8%VolatilityLower is calmer12.8%

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

6–1VIG wins

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

More Ways to See the Pairs

VIG vs HAPI: Top 5 Holdings

Today

VIG

22.1%in top 5

HAPI

in top 527.4%

VIGStockHAPI

4.9%MSFT6.2%

4.9%AAPL6.1%

not top 5AMZN5.9%

not top 5NVDA4.9%

not top 5META4.4%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common40.3%

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

VIG vs HAPI Returns, Every Period

VanguardVIG

+15.2%

past year

HAPIHarbor

+10.5%

past year

VIGHAPIFaded: behind in that period

2–1VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+12.5%

JEPQJ.P. Morgan

+8.5%

+12.5%Year to date+8.5%

−7.9%Worst drop · 1Y−8.8%

10.8%Volatility · 1Y15.5%

1.5%Yield12.2%

$109BAssets$42.6B

3–1VIG wins

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

Cost, Income and Risk

Fees: HAPI, JEPQ, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

HAPI0.35%$35

JEPQ0.35%$35

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

Yields: HAPI, JEPQ, VUG, VIG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.49%$149

HAPI0.80%$80

VUG0.43%$43

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

VIG$149 − $4 = $145

HAPI$80 − $35 = $45

VUG$43 − $3 = $40

KeptFee

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

Overlap: HAPI, JEPQ, VUG, VIG

Today

51.9%most shared, JEPQ and VUG

HAPIJEPQVUGVIG

HAPI—36.4%43.9%40.3%

JEPQ36.4%—51.9%26.3%

VUG43.9%51.9%—26.4%

VIG40.3%26.3%26.4%—

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

Return vs Bumpiness: 4 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

HAPIWorst drop−8.1%12.8% vol

JEPQWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+8.5%Year to date+12.5%

12.2%Yield1.5%

+9.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026