Compare · 3 funds side by side · dividends reinvested

JEPQ, HAPI and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

JEPQ, HAPI 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%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$491M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JEPQ 2022 · HAPI 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491M[…]

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

JEPQMeasureHAPI

+8.5%Year to dateJan 1 → Nov 4+12.3%

+9.3%1 yearTotal return+13.6%

+20.3%3 years · per year$10,000 became $17,406 · $19,002+23.9%

[…]5 years · per year[…]

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

12.17%Trailing 12-mo yield$1,217 · $77 a year on $10k0.77%

−8.8%Worst dropSmaller is better−8.1%

15.5%VolatilityLower is calmer12.2%

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

1–5HAPI wins

End-of-day Nov 4, 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

27.9%in top 5

HAPI

in top 527.0%

JEPQStockHAPI

7.1%NVDA5.1%

6.8%AAPL5.9%

5.6%MSFT5.9%

not top 5AMZN5.7%

not top 5META4.4%

4.2%MUnot top 5

4.1%GOOGnot top 5

Held in common35.9%

End-of-day Nov 4, 2026 · share of each fund

JEPQ vs HAPI Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

HAPIHarbor

+13.6%

past year

JEPQHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs HAPI

YTD

J.P. MorganJEPQ

+8.5%

HAPIHarbor

+12.3%

+8.5%Year to date+12.3%

−8.8%Worst drop · 1Y−8.1%

15.5%Volatility · 1Y12.2%

12.2%Yield0.8%

$41.8BAssets$491M

3–1HAPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, HAPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPQ0.35%$35

HAPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPQ, HAPI, VUG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

HAPI0.77%$77

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPQ, HAPI, VUG

Today

51.6%most shared, JEPQ and VUG

JEPQHAPIVUG

JEPQ—35.9%51.6%

HAPI35.9%—43.7%

VUG51.6%43.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%HAPI, at 12.2% volatility

HAPIWorst drop−8.1%12.2% vol

JEPQWorst drop−8.8%15.5% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQHAPI

+8.5%Year to date+12.3%

12.2%Yield0.8%

+9.3%Past year+13.6%

0.35%Fee0.35%

2–1HAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026