Compare · 4 funds side by side · dividends reinvested

JEPQ, HAPI, IJR and VUG

JEPQJ.P. Morgan×HAPIHarbor×IJRiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · 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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$497M2.0

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%$107B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · HAPI 2022 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs HAPI: Top 5 Holdings

Today

JEPQ

27.6%in top 5

HAPI

in top 527.2%

JEPQStockHAPI

7.2%AAPL6.2%

4.4%AMZN6.2%

5.9%MSFT6.0%

5.9%NVDAnot top 5

not top 5META

Cost, Income and Risk

Fees: JEPQ, HAPI, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

JEPQ0.35%$35

HAPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 36.0% in common

JEPQMeasureHAPI

+8.1%Year to dateJan 1 → Nov 12+11.1%

+9.0%1 yearTotal return+12.3%

+18.2%3 years · per year$10,000 became $16,525 · $17,959+21.6%

[…]5 years · per year[…]

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

12.20%Trailing 12-mo yield$1,220 · $78 a year on $10k0.78%

−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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

4.3%GOOGnot top 5

not top 5GOOGL4.3%

Held in common36.0%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs HAPI Returns, Every Period

1Y

J.P. MorganJEPQ

+9.0%

past year

HAPIHarbor

+12.3%

past year

JEPQHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs IJR

YTD

J.P. MorganJEPQ

+8.1%

IJRiShares

+19.4%

+8.1%Year to date+19.4%

−11.5%Worst drop · 1Y−9.7%

16.9%Volatility · 1Y16.3%

12.2%Yield1.2%

$41.8BAssets$107B

3–1IJR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPQ, HAPI, IJR, VUG

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

IJR1.20%$120

HAPI0.78%$78

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

IJR$120 − $6 = $114

HAPI$78 − $35 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, HAPI, IJR, VUG

Today

51.2%most shared, JEPQ and VUG

JEPQHAPIIJRVUG

JEPQ—36.0%0.0%51.2%

HAPI36.0%—0.1%43.2%

IJR0.0%0.1%—0.0%

VUG51.2%43.2%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.0%IJR, at 16.3% volatility

HAPIWorst drop−8.1%12.9% vol

IJRWorst drop−9.7%16.3% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIJR

+8.1%Year to date+19.4%

12.2%Yield1.2%

+9.0%Past year+21.0%

0.35%Fee0.06%

3–1IJR wins

End-of-day Nov 12, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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JEPQ, HAPI, IJR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four