Compare · 3 funds side by side · dividends reinvested

JEPI, HAPI and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

JEPI, HAPI and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.9

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%$483M2.0

Rank among the three1st → 3rdFee, 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: JEPI 2020 · HAPI 2022 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,118

JEPI

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 30.3% in common

JEPIMeasureHAPI

+5.3%Year to dateJan 1 → Nov 6+8.0%

+8.2%1 yearTotal return+9.9%

+10.7%3 years · per year$10,000 became $13,562 · $18,006+21.7%

+7.1%5 years · per year$10,000 became $14,118 · […][…]

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

8.09%Trailing 12-mo yield$809 · $80 a year on $10k0.80%

−6.7%Worst dropSmaller is better−8.1%

8.8%VolatilityLower is calmer12.7%

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

3–3Level

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

More Ways to See the Pairs

JEPI vs HAPI: Top 5 Holdings

Today

JEPI

9.9%in top 5

HAPI

in top 527.4%

JEPIStockHAPI

2.0%AAPL6.2%

2.0%MSFT6.2%

not top 5AMZN6.0%

not top 5NVDA4.6%

not top 5META4.4%

2.1%MAnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common30.3%

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

JEPI vs HAPI Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

HAPIHarbor

+9.9%

past year

JEPIHAPIFaded: behind in that period

0–3HAPI wins

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

Income vs Stocks: JEPI vs IJR

YTD

J.P. MorganJEPI

+5.3%

IJRiShares

+15.5%

+5.3%Year to date+15.5%

−6.7%Worst drop · 1Y−9.7%

8.8%Volatility · 1Y16.2%

8.1%Yield1.2%

$45.2BAssets$104B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, HAPI, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

JEPI0.35%$35

HAPI0.35%$35

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

Yields: JEPI, HAPI, IJR

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IJR1.24%$124

HAPI0.80%$80

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IJR$124 − $6 = $118

HAPI$80 − $35 = $45

KeptFee

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

Overlap: JEPI, HAPI, IJR

Today

30.3%most shared, JEPI and HAPI

JEPIHAPIIJR

JEPI—30.3%0.0%

HAPI30.3%—0.1%

IJR0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

JEPIWorst drop−6.7%8.8% vol

HAPIWorst drop−8.1%12.7% vol

IJRWorst drop−9.7%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIJR

+5.3%Year to date+15.5%

8.1%Yield1.2%

+8.2%Past year+17.6%

0.35%Fee0.06%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026