HAPI vs JEPQ

AHAPI

BJEPQ

Measures won3–1HAPI wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

Lowest cost0.03%VTV · $3 on $10k

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

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

Held in common35.9%HAPI and JEPQ

HAPI

JEPQ

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

+23.9%3 years · per year$19,002 · $17,406+20.3%

[…]5 years · per year[…]

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

0.77%12-mo yield$77 · $1,217 on $10k12.17%

−8.1%Worst dropSmaller wins−8.8%

12.2%VolatilityLower wins15.5%

3–1HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAPI · JEPQ

5.9%AAPL6.8%

5.9%MSFT5.6%

5.1%NVDA7.1%

5.7%AMZN4.0%

Held in common35.9%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	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%	$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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	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%	$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 4, 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

Yield0.77%12.17%

5 years, per year[…][…]

3 years, per year+23.9%+20.3%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y12.2%15.5%

3–1measures won
HAPI first

35.9%

holdings shared

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

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: HAPI, JEPQ, VTV

Today

35.9%most shared, HAPI and JEPQ

HAPIJEPQVTV

HAPI—35.9%35.3%

JEPQ35.9%—17.4%

VTV35.3%17.4%—

End-of-day Nov 4, 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

VTV$180 − $3 = $177

HAPI$77 − $35 = $42

KeptFee

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