HAPI vs JEPI

AHAPI

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VIG $16,638

Lowest cost0.03%VTV · $3 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common30.3%HAPI and JEPI

HAPI

JEPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483MJPMorgan Equity Premium Income ETF · $45.2B

+21.9%3 years · per year$18,105 · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

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

0.78%12-mo yield$78 · $793 on $10k7.93%

−8.1%Worst dropSmaller wins−6.7%

12.9%VolatilityLower wins9.0%

1–3JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsHAPI · JEPI

6.1%MSFT2.0%

6.2%AAPL2.0%

6.0%AMZN1.9%

1.8%MA2.0%

Held in common30.3%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 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

$14,448

MeasureHAPIJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.78%7.93%

5 years, per year[…]+7.6%

3 years, per year+21.9%+11.0%

Worst drop · 1Y−8.1%−6.7%

Volatility · 1Y12.9%9.0%

3–1measures won
JEPI first

30.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: HAPI, JEPI, VTV, VIG

Today

51.5%most shared, VTV and VIG

HAPIJEPIVTVVIG

HAPI—30.3%35.5%40.4%

JEPI30.3%—27.8%31.2%

VTV35.5%27.8%—51.5%

VIG40.4%31.2%51.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

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