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%$503M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.0

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

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

HAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

HAPIMeasureJEPQ

+12.3%Year to dateJan 1 → Nov 4+8.5%

+13.6%1 yearTotal return+9.3%

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

[…]5 years · per year[…]

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

0.77%Trailing 12-mo yield$77 · $1,217 a year on $10k12.17%

−8.1%Worst dropSmaller is better−8.8%

12.2%VolatilityLower is calmer15.5%

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

5–1HAPI wins

End-of-day Nov 4, 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

27.0%in top 5

JEPQ

in top 527.9%

HAPIStockJEPQ

5.1%NVDA7.1%

5.9%AAPL6.8%

5.9%MSFT5.6%

5.7%AMZNnot top 5

4.4%METAnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

Held in common35.9%

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

HAPI vs JEPQ Returns, Every Period

HarborHAPI

+13.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

HAPIJEPQFaded: behind in that period

3–0HAPI wins

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

Stocks vs Income: HAPI vs JEPQ

YTD

HarborHAPI

+12.3%

JEPQJ.P. Morgan

+8.5%

+12.3%Year to date+8.5%

−8.1%Worst drop · 1Y−8.8%

12.2%Volatility · 1Y15.5%

0.8%Yield12.2%

$503MAssets$42.1B

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%

$42.1BAssets$46.1B

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$62.5B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026