Compare · 4 funds side by side · dividends reinvested

JEPI, HAPI, IWF and VIG

JEPIJ.P. Morgan×HAPIHarbor×IWFiShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

JEPI, HAPI, IWF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.4

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%$503M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.3

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: JEPI 2020 · HAPI 2022 · IWF 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

HAPIMeasureJEPI

+8.0%Year to dateJan 1 → Nov 6+5.3%

+9.9%1 yearTotal return+8.2%

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

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

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

0.80%Trailing 12-mo yield$80 · $809 a year on $10k8.09%

−8.1%Worst dropSmaller is better−6.7%

12.7%VolatilityLower is calmer8.8%

HAPIJEPI 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

HAPI vs JEPI: Top 5 Holdings

Today

HAPI

27.4%in top 5

JEPI

in top 59.9%

HAPIStockJEPI

6.2%AAPL2.0%

6.2%MSFT2.0%

6.0%AMZNnot top 5

4.6%NVDAnot top 5

4.4%METAnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common30.3%

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

HAPI vs JEPI Returns, Every Period

HarborHAPI

+9.9%

past year

JEPIJ.P. Morgan

+8.2%

past year

HAPIJEPIFaded: 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 JEPI

YTD

HarborHAPI

+8.0%

JEPIJ.P. Morgan

+5.3%

+8.0%Year to date+5.3%

−8.1%Worst drop · 1Y−6.7%

12.7%Volatility · 1Y8.8%

0.8%Yield8.1%

$503MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, HAPI, IWF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

JEPI0.35%$35

HAPI0.35%$35

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

Yields: JEPI, HAPI, IWF, VIG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.50%$150

HAPI0.80%$80

IWF0.39%$39

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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

Overlap: JEPI, HAPI, IWF, VIG

Today

44.0%most shared, HAPI and IWF

JEPIHAPIIWFVIG

JEPI—30.3%26.5%30.7%

HAPI30.3%—44.0%40.3%

IWF26.5%44.0%—32.8%

VIG30.7%40.3%32.8%—

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

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

HAPIWorst drop−8.1%12.7% 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

JEPIVIG

+5.3%Year to date+12.1%

8.1%Yield1.5%

+8.2%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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%

$42.6BAssets$46.8B

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$59.1B

1–1level

End-of-day Nov 6, 2026