Compare · 4 funds side by side · dividends reinvested

JEPI, HAPI, VUG and VIG

JEPIJ.P. Morgan×HAPIHarbor×VUGVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,331VIG · best of the four

02 / 04

JEPI, HAPI, VUG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+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%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.0

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 · VUG 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,108

JEPI

HAPI

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

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

JEPIMeasureHAPI

+5.2%Year to dateJan 1 → Nov 5+8.2%

+8.3%1 yearTotal return+10.5%

+11.0%3 years · per year$10,000 became $13,674 · $18,219+22.1%

+7.1%5 years · per year$10,000 became $14,108 · […][…]

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 calmer12.8%

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

3–3Level

End-of-day Nov 5, 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%MSFT6.2%

1.9%AAPL6.1%

not top 5AMZN5.9%

not top 5NVDA4.9%

not top 5META4.4%

2.0%MAnot top 5

1.9%MMMnot top 5

1.9%Vnot top 5

Held in common30.2%

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

JEPI vs HAPI Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

HAPIHarbor

+10.5%

past year

JEPIHAPIFaded: behind in that period

0–3HAPI wins

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

JEPI vs VIG

YTD

J.P. MorganJEPI

+5.2%

VIGVanguard

+12.5%

+5.2%Year to date+12.5%

−6.7%Worst drop · 1Y−7.9%

8.8%Volatility · 1Y10.8%

8.1%Yield1.5%

$46.8BAssets$109B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, HAPI, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

JEPI0.35%$35

HAPI0.35%$35

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

Yields: JEPI, HAPI, VUG, VIG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.49%$149

HAPI0.80%$80

VUG0.43%$43

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$149 − $4 = $145

HAPI$80 − $35 = $45

VUG$43 − $3 = $40

KeptFee

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

Overlap: JEPI, HAPI, VUG, VIG

Today

43.9%most shared, HAPI and VUG

JEPIHAPIVUGVIG

JEPI—30.2%27.2%30.9%

HAPI30.2%—43.9%40.3%

VUG27.2%43.9%—26.4%

VIG30.9%40.3%26.4%—

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

Return vs Bumpiness: 4 ETFs

+15.2%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

HAPIWorst drop−8.1%12.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

JEPIVIG

+5.2%Year to date+12.5%

8.1%Yield1.5%

+8.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$59.1B

1–1level

End-of-day Nov 5, 2026