Compare · 3 funds side by side · dividends reinvested

JEPQ, HAPI and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

JEPQ, HAPI and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

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%$503M1.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

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: JEPQ 2022 · HAPI 2022 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 36.7% in common

JEPQMeasureHAPI

+3.2%Year to dateJan 1 → Nov 6+8.0%

+4.5%1 yearTotal return+9.9%

+17.4%3 years · per year$10,000 became $16,202 · $18,006+21.7%

[…]5 years · per year[…]

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

12.79%Trailing 12-mo yield$1,279 · $80 a year on $10k0.80%

−11.5%Worst dropSmaller is better−8.1%

16.7%VolatilityLower is calmer12.7%

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

1–5HAPI wins

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

More Ways to See the Pairs

JEPQ vs HAPI: Top 5 Holdings

Today

JEPQ

28.9%in top 5

HAPI

in top 527.4%

JEPQStockHAPI

7.4%AAPL6.2%

6.6%NVDA4.6%

6.1%MSFT6.2%

4.4%AMZN6.0%

4.4%GOOGnot top 5

not top 5META4.4%

Held in common36.7%

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

JEPQ vs HAPI Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

HAPIHarbor

+9.9%

past year

JEPQHAPIFaded: behind in that period

0–3HAPI wins

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

Income vs Stocks: JEPQ vs IJH

YTD

J.P. MorganJEPQ

+3.2%

IJHiShares

+9.5%

+3.2%Year to date+9.5%

−11.5%Worst drop · 1Y−8.8%

16.7%Volatility · 1Y15.5%

12.8%Yield1.3%

$42.6BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: JEPQ, HAPI, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

JEPQ0.35%$35

HAPI0.35%$35

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

Yields: JEPQ, HAPI, IJH

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IJH1.26%$126

HAPI0.80%$80

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IJH$126 − $5 = $121

HAPI$80 − $35 = $45

KeptFee

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

Overlap: JEPQ, HAPI, IJH

Today

36.7%most shared, JEPQ and HAPI

JEPQHAPIIJH

JEPQ—36.7%0.1%

HAPI36.7%—0.2%

IJH0.1%0.2%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

HAPIWorst drop−8.1%12.7% vol

IJHWorst drop−8.8%15.5% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQIJH

+3.2%Year to date+9.5%

12.8%Yield1.3%

+4.5%Past year+12.9%

0.35%Fee0.05%

3–1IJH 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026