HGER vs JEPI

AHGER

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,519JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common[…]HGER and JEPI

HGER

JEPI

Harbor Commodity All-Weather Strategy ETF (HGER) · $4.5BJPMorgan Equity Premium Income ETF · $47.1B

+21.3%3 years · per year$17,845 · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%

5.23%12-mo yield$523 · $787 on $10k7.87%

−14.0%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk		0.68%	5.23%	+0.4%	+35.5%	+34.0%	+21.3%	new	−14.0%	$4.5B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk		0.68%	5.23%	+0.4%	+35.5%	+34.0%	+21.3%	new	−14.0%	$4.5B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HGER vs JEPI

HGER

Harbor Commodity All-Weather Strategy ETF (HGER)

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureHGERJEPI

Fee0.68%0.35%

Cost on $10k a year$68$35

Yield5.23%7.87%

5 years, per year[…]+7.7%

3 years, per year+21.3%+11.1%

Worst drop · 1Y−14.0%−6.7%

Volatility · 1Y18.6%

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HGER vs JEPI

Both

Both

$10,000 in HGER, JEPI

Overlap: HGER, JEPI

HGER vs JEPI

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Overlap: HGER, JEPI

Income After Fees on $10,000