HAPI vs JEPQ

AHAPI

BJEPQ

Measures won3–1HAPI wins · of 6 · 5Y

$10,000 · 5Y$13,590VO

Lowest cost0.03%VO · $3 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common36.7%HAPI and JEPQ

HAPI

JEPQ

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+21.7%3 years · per year$18,006 · $16,202+17.4%

[…]5 years · per year[…]

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

0.80%12-mo yield$80 · $1,279 on $10k12.79%

−8.1%Worst dropSmaller wins−11.5%

12.7%VolatilityLower wins16.7%

3–1HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAPI · JEPQ

6.2%AAPL7.4%

6.2%MSFT6.1%

4.6%NVDA6.6%

6.0%AMZN4.4%

Held in common36.7%

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 Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	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%	$483M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

All Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	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%	$483M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 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%12.79%

5 years, per year[…][…]

3 years, per year+21.7%+17.4%

Worst drop · 1Y−8.1%−11.5%

Volatility · 1Y12.7%16.7%

3–1measures won
HAPI first

36.7%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HAPI, JEPQ, VO

Today

36.7%most shared, HAPI and JEPQ

HAPIJEPQVO

HAPI—36.7%13.5%

JEPQ36.7%—4.4%

VO13.5%4.4%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VO$139 − $3 = $136

HAPI$80 − $35 = $45

KeptFee

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