HAPI vs JEPI

AHAPI

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · JEPI $14,635

Lowest cost0.06%SCHD · $6 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common29.9%HAPI and JEPI

HAPI

JEPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491MJPMorgan Equity Premium Income ETF · $46.0B

+23.9%3 years · per year$19,002 · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

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

0.77%12-mo yield$77 · $783 on $10k7.83%

−8.1%Worst dropSmaller wins−6.7%

12.2%VolatilityLower wins8.1%

1–3JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAPI · JEPI

5.9%MSFT1.9%

5.9%AAPL1.9%

5.7%AMZN1.8%

1.8%MA2.0%

Held in common29.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.77%	+2.0%	+12.3%	+13.6%	+23.9%	new	−8.1%	$491M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.77%	+2.0%	+12.3%	+13.6%	+23.9%	new	−8.1%	$491M

End-of-day Nov 4, 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

$14,635

MeasureHAPIJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.77%7.83%

5 years, per year[…]+7.9%

3 years, per year+23.9%+12.6%

Worst drop · 1Y−8.1%−6.7%

Volatility · 1Y12.2%8.1%

3–1measures won
JEPI first

29.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HAPI, JEPI, SCHD

Today

29.9%most shared, HAPI and JEPI

HAPIJEPISCHD

HAPI—29.9%9.6%

JEPI29.9%—8.2%

SCHD9.6%8.2%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

HAPI$77 − $35 = $42

KeptFee

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