Compare · 3 funds side by side · dividends reinvested

HAPI, JEPQ and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

HAPI, JEPQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.5%+10.9%+21.1%[…]−8.1%12.9%$495M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$221B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: HAPI 2022 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

VUG

Vanguard Morningstar Growth ETF · $221B$16,151

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

JEPQ

More Ways to See the Pairs

JEPQ vs VUG: Top 5 Holdings

Today

JEPQ

27.3%in top 5

VUG

in top 545.2%

JEPQStockVUG

5.9%NVDA13.5%

7.2%AAPL12.5%

5.6%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: HAPI, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

HAPI0.35%$35

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: HAPI, JEPQ, VUG

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

VUG

+6.7%Year to dateJan 1 → Nov 13+3.9%

+7.6%1 yearTotal return+2.8%

+17.4%3 years · per year$10,000 became $16,188 · $17,979+21.6%

[…]5 years · per year$10,000 became […] · $16,151+10.1%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

12.37%Trailing 12-mo yield$1,237 · $41 a year on $10k0.41%

−11.5%Worst dropSmaller is better−15.1%

17.0%VolatilityLower is calmer19.1%

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

5–2JEPQ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Held in common51.0%

End-of-day Nov 13, 2026 · share of each fund

JEPQ vs VUG Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

VUGVanguard

+2.8%

past year

JEPQVUGFaded: behind in that period

2–1JEPQ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs HAPI

YTD

J.P. MorganJEPQ

+6.7%

HAPIHarbor

+10.5%

+6.7%Year to date+10.5%

−11.5%Worst drop · 1Y−8.1%

17.0%Volatility · 1Y12.9%

12.4%Yield0.8%

$42.1BAssets$495M

3–1HAPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

HAPI0.78%$78

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

HAPI$78 − $35 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: HAPI, JEPQ, VUG

Today

51.0%most shared, JEPQ and VUG

HAPIJEPQVUG

HAPI—35.6%43.3%

JEPQ35.6%—51.0%

VUG43.3%51.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.9%HAPI, at 12.9% volatility

HAPIWorst drop−8.1%12.9% vol

JEPQWorst drop−11.5%17.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQHAPI

+6.7%Year to date+10.5%

12.4%Yield0.8%

+7.6%Past year+10.9%

0.35%Fee0.35%

2–1HAPI wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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HAPI, JEPQ and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three