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$16,428SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 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%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.5

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.79%+10.1%+13.1%+21.3%[…]−8.1%12.9%$483M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B3.3

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

End-of-day Nov 10, 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

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs HAPI: Top 5 Holdings

Today

JEPQ

28.0%in top 5

HAPI

in top 527.3%

JEPQStockHAPI

7.2%AAPL6.2%

6.2%NVDA4.4%

6.0%MSFT6.1%

4.3%AMZN6.1%

not top 5META

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 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483M[…]

$10,000 five years ago, dividends reinvested · they hold 36.2% in common

JEPQMeasureHAPI

+6.0%Year to dateJan 1 → Nov 10+10.1%

+8.8%1 yearTotal return+13.1%

+17.6%3 years · per year$10,000 became $16,284 · $17,837+21.3%

[…]5 years · per year[…]

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

12.45%Trailing 12-mo yield$1,245 · $79 a year on $10k0.79%

−11.5%Worst dropSmaller is better−8.1%

16.9%VolatilityLower is calmer12.9%

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

1–5HAPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.5%

4.3%GOOGnot top 5

Held in common36.2%

End-of-day Nov 10, 2026 · share of each fund

JEPQ vs HAPI Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

HAPIHarbor

+13.1%

past year

JEPQHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+6.0%

SCHDSchwab

+33.8%

+6.0%Year to date+33.8%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.8%

12.4%Yield2.9%

$40.7BAssets$122B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPQ, HAPI, IJR, SCHD

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

IJR1.21%$121

HAPI0.79%$79

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

IJR$121 − $6 = $115

HAPI$79 − $35 = $44

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPQ, HAPI, IJR, SCHD

Today

36.2%most shared, JEPQ and HAPI

JEPQHAPIIJRSCHD

JEPQ—36.2%0.0%3.7%

HAPI36.2%—0.1%9.5%

IJR0.0%0.1%—1.2%

SCHD3.7%9.5%1.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%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 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 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