Compare · 4 funds side by side · dividends reinvested

JEPI, HAPI, SCHD and IWF

JEPIJ.P. Morgan×HAPIHarbor×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

JEPI, HAPI, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.4

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.4

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: JEPI 2020 · HAPI 2022 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

HAPIMeasureIWF

+8.2%Year to dateJan 1 → Nov 5−6.5%

+10.5%1 yearTotal return−7.6%

+22.1%3 years · per year$10,000 became $18,219 · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

0.80%Trailing 12-mo yield$80 · $39 a year on $10k0.39%

−8.1%Worst dropSmaller is better−14.6%

12.8%VolatilityLower is calmer19.3%

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

6–1HAPI wins

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

More Ways to See the Pairs

HAPI vs IWF: Top 5 Holdings

Today

HAPI

27.4%in top 5

IWF

in top 539.6%

HAPIStockIWF

4.9%NVDA14.6%

6.1%AAPL8.5%

6.2%MSFT6.4%

5.9%AMZNnot top 5

not top 5GOOGL5.3%

not top 5AVGO4.7%

4.4%METAnot top 5

Held in common43.8%

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

HAPI vs IWF Returns, Every Period

HarborHAPI

+10.5%

past year

IWFiShares

−7.6%

past year

HAPIIWFFaded: behind in that period

3–0HAPI wins

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

Stocks vs Income: HAPI vs JEPI

YTD

HarborHAPI

+8.2%

JEPIJ.P. Morgan

+5.2%

+8.2%Year to date+5.2%

−8.1%Worst drop · 1Y−6.7%

12.8%Volatility · 1Y8.8%

0.8%Yield8.1%

$503MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, HAPI, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

JEPI0.35%$35

HAPI0.35%$35

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

Yields: JEPI, HAPI, SCHD, IWF

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

HAPI0.80%$80

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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

Overlap: JEPI, HAPI, SCHD, IWF

Today

43.8%most shared, HAPI and IWF

JEPIHAPISCHDIWF

JEPI—30.2%8.1%26.9%

HAPI30.2%—9.5%43.8%

SCHD8.1%9.5%—3.6%

IWF26.9%43.8%3.6%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.8% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$62.5B

1–1level

End-of-day Nov 5, 2026