Compare · 4 funds side by side · dividends reinvested

JEPQ, HAPI, IJR and SCHD

JEPQJ.P. Morgan×HAPIHarbor×IJRiShares×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, HAPI, IJR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B2.5

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%$497M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B3.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · HAPI 2022 · IJR 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P Small-Cap ETF · $107B$13,039

IJR

More Ways to See the Pairs

IJR vs HAPI: Top 5 Holdings

Today

IJR

2.7%in top 5

HAPI

in top 527.2%

IJRStockHAPI

not top 5AMZN6.2%

not top 5AAPL6.2%

not top 5MSFT6.0%

not top 5META4.6%

not top 5GOOGL

Cost, Income and Risk

Fees: JEPQ, HAPI, IJR, SCHD

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SCHD0.06%$6

JEPQ0.35%$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%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IJRMeasureHAPI

+19.4%Year to dateJan 1 → Nov 11+11.1%

+21.0%1 yearTotal return+12.3%

+16.9%3 years · per year$10,000 became $15,982 · $17,959+21.6%

+5.5%5 years · per year$10,000 became $13,039 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

1.20%Trailing 12-mo yield$120 · $78 a year on $10k0.78%

−9.7%Worst dropSmaller is better−8.1%

16.3%VolatilityLower is calmer12.9%

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

4–3IJR wins

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

4.3%

0.6%VSATnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%PAYCnot top 5

0.5%TGTXnot top 5

Held in common0.1%

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

IJR vs HAPI Returns, Every Period

1Y

iSharesIJR

+21.0%

past year

HAPIHarbor

+12.3%

past year

IJRHAPIFaded: behind in that period

2–1IJR wins

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

Stocks vs Income: IJR vs JEPQ

YTD

iSharesIJR

+19.4%

JEPQJ.P. Morgan

+8.1%

+19.4%Year to date+8.1%

−9.7%Worst drop · 1Y−11.5%

16.3%Volatility · 1Y16.9%

1.2%Yield12.2%

$107BAssets$41.8B

3–1IJR wins

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

Yields: JEPQ, HAPI, IJR, SCHD

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

SCHD2.93%$293

IJR1.20%$120

HAPI0.78%$78

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SCHD$293 − $6 = $287

IJR$120 − $6 = $114

HAPI$78 − $35 = $43

KeptFee

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

Overlap: JEPQ, HAPI, IJR, SCHD

Today

36.0%most shared, JEPQ and HAPI

JEPQHAPIIJRSCHD

JEPQ—36.0%0.0%3.8%

HAPI36.0%—0.1%9.5%

IJR0.0%0.1%—1.2%

SCHD3.8%9.5%1.2%—

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

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

HAPIWorst drop−8.1%12.9% vol

IJRWorst drop−9.7%16.3% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPQ, HAPI, IJR and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four