Compare · 4 funds side by side · dividends reinvested

JEPQ, HAPI, IWF and VTV

JEPQJ.P. Morgan×HAPIHarbor×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

JEPQ, HAPI, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.3

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+13.6%+21.9%[…]−8.1%12.9%$483M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · HAPI 2022 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 36.4% in common

JEPQMeasureHAPI

+6.6%Year to dateJan 1 → Nov 9+10.6%

+9.2%1 yearTotal return+13.6%

+18.2%3 years · per year$10,000 became $16,495 · $18,105+21.9%

[…]5 years · per year[…]

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

12.39%Trailing 12-mo yield$1,239 · $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 9, 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

28.6%in top 5

HAPI

in top 527.5%

JEPQStockHAPI

7.3%AAPL6.2%

6.7%NVDA4.7%

6.0%MSFT6.1%

4.3%AMZN6.0%

not top 5META4.4%

4.4%GOOGnot top 5

Held in common36.4%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs HAPI Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

HAPIHarbor

+13.6%

past year

JEPQHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs VTV

YTD

J.P. MorganJEPQ

+6.6%

VTVVanguard

+20.9%

+6.6%Year to date+20.9%

−11.5%Worst drop · 1Y−6.4%

16.9%Volatility · 1Y10.8%

12.4%Yield1.8%

$40.7BAssets$184B

3–1VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, HAPI, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

JEPQ0.35%$35

HAPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, HAPI, IWF, VTV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VTV1.83%$183

HAPI0.78%$78

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VTV$183 − $3 = $180

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, HAPI, IWF, VTV

Today

50.0%most shared, JEPQ and IWF

JEPQHAPIIWFVTV

JEPQ—36.4%50.0%16.9%

HAPI36.4%—44.0%35.5%

IWF50.0%44.0%—11.8%

VTV16.9%35.5%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

HAPIWorst drop−8.1%12.9% vol

JEPQWorst drop−11.5%16.9% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVTV

+6.6%Year to date+20.9%

12.4%Yield1.8%

+9.2%Past year+25.4%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026