Compare · 4 funds side by side · dividends reinvested

JEPQ, HAPI, IJR and VUG

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

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 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%+10.6%+11.5%+21.2%[…]−8.1%12.9%$497M2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$107B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−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

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

HAPI

More Ways to See the Pairs

HAPI vs JEPQ: Top 5 Holdings

Today

HAPI

27.2%in top 5

JEPQ

in top 527.6%

HAPIStockJEPQ

6.2%AAPL7.2%

6.2%AMZN4.4%

6.0%MSFT5.9%

not top 5NVDA5.9%

4.6%META

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

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ

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

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

HAPIMeasureJEPQ

+10.6%Year to dateJan 1 → Nov 12+7.8%

+11.5%1 yearTotal return+8.8%

+21.2%3 years · per year$10,000 became $17,822 · $16,406+17.9%

[…]5 years · per year[…]

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

0.78%Trailing 12-mo yield$78 · $1,224 a year on $10k12.24%

−8.1%Worst dropSmaller is better−11.5%

12.9%VolatilityLower is calmer16.9%

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

5–1HAPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5GOOG4.3%

4.3%GOOGLnot top 5

Held in common36.0%

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

HAPI vs JEPQ Returns, Every Period

1Y

HarborHAPI

+11.5%

past year

JEPQJ.P. Morgan

+8.8%

past year

HAPIJEPQFaded: behind in that period

3–0HAPI wins

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

Stocks vs Income: HAPI vs JEPQ

YTD

HarborHAPI

+10.6%

JEPQJ.P. Morgan

+7.8%

+10.6%Year to date+7.8%

−8.1%Worst drop · 1Y−11.5%

12.9%Volatility · 1Y16.9%

0.8%Yield12.2%

$497MAssets$41.8B

3–1HAPI wins

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

Yields: JEPQ, HAPI, IJR, VUG

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

IJR1.21%$121

HAPI0.78%$78

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

IJR$121 − $6 = $115

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

+19.1%IJR, at 16.4% volatility

HAPIWorst drop−8.1%12.9% vol

IJRWorst drop−9.7%16.4% 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

+7.8%Year to date+18.0%

12.2%Yield1.2%

+8.8%Past year+19.1%

0.35%Fee0.06%

3–1IJR wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

JEPQ, HAPI, IJR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four