Compare · 4 funds side by side · dividends reinvested

JEPI, HAPI, IJR and SCHD

JEPIJ.P. Morgan×HAPIHarbor×IJRiShares×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

JEPI, HAPI, IJR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B2.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.79%+10.1%+13.1%+21.3%[…]−8.1%12.9%$494M2.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: JEPI 2020 · HAPI 2022 · IJR 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.6B$14,429

JEPI

More Ways to See the Pairs

JEPI vs HAPI: Top 5 Holdings

Today

JEPI

9.8%in top 5

HAPI

in top 527.3%

JEPIStockHAPI

2.0%AAPL6.2%

2.0%MSFT6.1%

1.9%AMZN6.1%

not top 5META4.5%

not top 5NVDA

Cost, Income and Risk

Fees: JEPI, HAPI, IJR, SCHD

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SCHD0.06%$6

JEPI0.35%$35

HAPI0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 30.2% in common

JEPIMeasureHAPI

+7.6%Year to dateJan 1 → Nov 10+10.1%

+10.6%1 yearTotal return+13.1%

+10.9%3 years · per year$10,000 became $13,634 · $17,837+21.3%

+7.6%5 years · per year$10,000 became $14,429 · […][…]

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

7.92%Trailing 12-mo yield$792 · $79 a year on $10k0.79%

−6.7%Worst dropSmaller is better−8.1%

9.0%VolatilityLower is calmer12.9%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

2.0%MAnot top 5

1.9%MMMnot top 5

Held in common30.2%

End-of-day Nov 10, 2026 · share of each fund

JEPI vs HAPI Returns, Every Period

1Y

J.P. MorganJEPI

+10.6%

past year

HAPIHarbor

+13.1%

past year

JEPIHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+7.6%

SCHDSchwab

+33.8%

+7.6%Year to date+33.8%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.8%

7.9%Yield2.9%

$46.6BAssets$123B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPI, HAPI, IJR, SCHD

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

IJR1.21%$121

HAPI0.79%$79

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

IJR$121 − $6 = $115

HAPI$79 − $35 = $44

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, HAPI, IJR, SCHD

Today

30.2%most shared, JEPI and HAPI

JEPIHAPIIJRSCHD

JEPI—30.2%0.0%8.3%

HAPI30.2%—0.1%9.5%

IJR0.0%0.1%—1.2%

SCHD8.3%9.5%1.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

HAPIWorst drop−8.1%12.9% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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JEPI, HAPI, IJR and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four