Compare · 4 funds side by side · dividends reinvested

JEPI, HAPI, VIG and VTV

JEPIJ.P. Morgan×HAPIHarbor×VIGVanguard×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

JEPI, HAPI, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+11.1%+12.3%+21.6%[…]−8.1%12.9%$494M3.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · HAPI 2022 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

HAPI

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HAPI vs VTV: Top 5 Holdings

Today

HAPI

27.2%in top 5

VTV

in top 515.8%

HAPIStockVTV

6.2%AMZNnot top 5

6.2%AAPLnot top 5

6.0%MSFTnot top 5

not top 5MU4.6%

4.6%METAnot top 5

Cost, Income and Risk

Fees: JEPI, HAPI, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

JEPI0.35%$35

HAPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

VTV

Vanguard Morningstar Value ETF · $184B$17,892

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

HAPIMeasureVTV

+11.1%Year to dateJan 1 → Nov 11+22.3%

+12.3%1 yearTotal return+25.5%

+21.6%3 years · per year$10,000 became $17,959 · $17,809+21.2%

[…]5 years · per year$10,000 became […] · $17,892+12.3%

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

0.78%Trailing 12-mo yield$78 · $181 a year on $10k1.81%

−8.1%Worst dropSmaller is better−6.4%

12.9%VolatilityLower is calmer10.8%

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

1–6VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%GOOGLnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common35.5%

End-of-day Nov 11, 2026 · share of each fund

HAPI vs VTV Returns, Every Period

1Y

HarborHAPI

+12.3%

past year

VTVVanguard

+25.5%

past year

HAPIVTVFaded: behind in that period

1–2VTV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs JEPI

YTD

HarborHAPI

+11.1%

JEPIJ.P. Morgan

+8.6%

+11.1%Year to date+8.6%

−8.1%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y9.0%

0.8%Yield7.8%

$494MAssets$46.6B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPI, HAPI, VIG, VTV

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

VTV1.81%$181

VIG1.45%$145

HAPI0.78%$78

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

VTV$181 − $3 = $178

VIG$145 − $4 = $141

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, HAPI, VIG, VTV

Today

51.5%most shared, VIG and VTV

JEPIHAPIVIGVTV

JEPI—30.0%31.5%27.6%

HAPI30.0%—40.5%35.5%

VIG31.5%40.5%—51.5%

VTV27.6%35.5%51.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.5%VTV, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

HAPIWorst drop−8.1%12.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVTV

+8.6%Year to date+22.3%

7.8%Yield1.8%

+11.2%Past year+25.5%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

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JEPI, HAPI, VIG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four