Compare · 4 funds side by side · dividends reinvested

JEPQ, HAPI, VTV and VIG

JEPQJ.P. Morgan×HAPIHarbor×VTVVanguard×VIGVanguard×

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, VTV and VIG, 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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

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%$483M2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

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 · VTV 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 40.4% in common

HAPIMeasureVIG

+10.6%Year to dateJan 1 → Nov 9+14.8%

+13.6%1 yearTotal return+17.6%

+21.9%3 years · per year$10,000 became $18,105 · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.78%Trailing 12-mo yield$78 · $146 a year on $10k1.46%

−8.1%Worst dropSmaller is better−7.9%

12.9%VolatilityLower is calmer11.0%

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

1–6VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAPI vs VIG: Top 5 Holdings

Today

HAPI

27.5%in top 5

VIG

in top 522.1%

HAPIStockVIG

6.2%AAPL4.9%

6.1%MSFT4.9%

6.0%AMZNnot top 5

4.7%NVDAnot top 5

4.4%METAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common40.4%

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

HAPI vs VIG Returns, Every Period

HarborHAPI

+13.6%

past year

VIGVanguard

+17.6%

past year

HAPIVIGFaded: behind in that period

1–2VIG wins

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

Stocks vs Income: HAPI vs JEPQ

YTD

HarborHAPI

+10.6%

JEPQJ.P. Morgan

+6.6%

+10.6%Year to date+6.6%

−8.1%Worst drop · 1Y−11.5%

12.9%Volatility · 1Y16.9%

0.8%Yield12.4%

$483MAssets$40.7B

3–1HAPI wins

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

Cost, Income and Risk

Fees: JEPQ, HAPI, VTV, VIG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

JEPQ0.35%$35

HAPI0.35%$35

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

Yields: JEPQ, HAPI, VTV, VIG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VTV1.83%$183

VIG1.46%$146

HAPI0.78%$78

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

VIG$146 − $4 = $142

HAPI$78 − $35 = $43

KeptFee

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

Overlap: JEPQ, HAPI, VTV, VIG

Today

51.5%most shared, VTV and VIG

JEPQHAPIVTVVIG

JEPQ—36.4%16.9%26.2%

HAPI36.4%—35.5%40.4%

VTV16.9%35.5%—51.5%

VIG26.2%40.4%51.5%—

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

VIGWorst drop−7.9%11.0% vol

HAPIWorst drop−8.1%12.9% vol

JEPQWorst drop−11.5%16.9% 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026