HAPI vs JEPI

AHAPI

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · IWF $15,441

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common30.3%HAPI and JEPI

HAPI

JEPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503MJPMorgan Equity Premium Income ETF · $46.8B

+21.7%3 years · per year$18,006 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

0.80%12-mo yield$80 · $809 on $10k8.09%

−8.1%Worst dropSmaller wins−6.7%

12.7%VolatilityLower wins8.8%

1–3JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsHAPI · JEPI

6.2%MSFT2.0%

6.2%AAPL2.0%

6.0%AMZN1.9%

1.8%MA2.1%

Held in common30.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
4	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$503M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
4	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$503M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAPI vs JEPI

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureHAPIJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.80%8.09%

5 years, per year[…]+7.1%

3 years, per year+21.7%+10.7%

Worst drop · 1Y−8.1%−6.7%

Volatility · 1Y12.7%8.8%

3–1measures won
JEPI first

30.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: HAPI, JEPI, IWF, VIG

Today

44.0%most shared, HAPI and IWF

HAPIJEPIIWFVIG

HAPI—30.3%44.0%40.3%

JEPI30.3%—26.5%30.7%

IWF44.0%26.5%—32.8%

VIG40.3%30.7%32.8%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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