HAPI vs JEPQ

AHAPI

BJEPQ

Measures won3–1HAPI wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.1%HAPI · worst fall in 1Y

Held in common36.4%HAPI and JEPQ

HAPI

JEPQ

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+22.1%3 years · per year$18,219 · $17,406+20.3%

[…]5 years · per year[…]

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

0.80%12-mo yield$80 · $1,217 on $10k12.17%

−8.1%Worst dropSmaller wins−8.8%

12.8%VolatilityLower wins15.5%

3–1HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAPI · JEPQ

6.1%AAPL7.1%

6.2%MSFT6.0%

4.9%NVDA6.8%

5.9%AMZN4.2%

Held in common36.4%

End-of-day Nov 5, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−3.7%	+8.2%	+10.5%	+22.1%	new	−8.1%	$503M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−3.7%	+8.2%	+10.5%	+22.1%	new	−8.1%	$503M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Cards for this view

HAPI vs JEPQ

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureHAPIJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.80%12.17%

5 years, per year[…][…]

3 years, per year+22.1%+20.3%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y12.8%15.5%

3–1measures won
HAPI first

36.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: HAPI, JEPQ, IWF

Today

50.3%most shared, JEPQ and IWF

HAPIJEPQIWF

HAPI—36.4%43.8%

JEPQ36.4%—50.3%

IWF43.8%50.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee