Compare · 4 funds side by side · dividends reinvested

JEPQ, HAPI, IWF and VUG

JEPQJ.P. Morgan×HAPIHarbor×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

JEPQ, HAPI, IWF 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%0.80%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · HAPI 2022 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M[…]

HAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 36.7% in common

HAPIMeasureJEPQ

+8.0%Year to dateJan 1 → Nov 6+3.2%

+9.9%1 yearTotal return+4.5%

+21.7%3 years · per year$10,000 became $18,006 · $16,202+17.4%

[…]5 years · per year[…]

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

0.80%Trailing 12-mo yield$80 · $1,279 a year on $10k12.79%

−8.1%Worst dropSmaller is better−11.5%

12.7%VolatilityLower is calmer16.7%

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

5–1HAPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAPI vs JEPQ: Top 5 Holdings

Today

HAPI

27.4%in top 5

JEPQ

in top 528.9%

HAPIStockJEPQ

6.2%AAPL7.4%

4.6%NVDA6.6%

6.2%MSFT6.1%

6.0%AMZN4.4%

not top 5GOOG4.4%

4.4%METAnot top 5

Held in common36.7%

End-of-day Nov 6, 2026 · share of each fund

HAPI vs JEPQ Returns, Every Period

HarborHAPI

+9.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

HAPIJEPQFaded: behind in that period

3–0HAPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs JEPQ

YTD

HarborHAPI

+8.0%

JEPQJ.P. Morgan

+3.2%

+8.0%Year to date+3.2%

−8.1%Worst drop · 1Y−11.5%

12.7%Volatility · 1Y16.7%

0.8%Yield12.8%

$503MAssets$42.6B

3–1HAPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, HAPI, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

JEPQ0.35%$35

HAPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPQ, HAPI, IWF, VUG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

HAPI0.80%$80

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

HAPI$80 − $35 = $45

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPQ, HAPI, IWF, VUG

Today

78.0%most shared, IWF and VUG

JEPQHAPIIWFVUG

JEPQ—36.7%49.9%51.9%

HAPI36.7%—44.0%43.6%

IWF49.9%44.0%—78.0%

VUG51.9%43.6%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.9%HAPI, at 12.7% volatility

HAPIWorst drop−8.1%12.7% vol

JEPQWorst drop−11.5%16.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQHAPI

+3.2%Year to date+8.0%

12.8%Yield0.8%

+4.5%Past year+9.9%

0.35%Fee0.35%

2–1HAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026