JEPI vs HAPI

AJEPI

BHAPI

Measures won3–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IWF $15,330

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common30.2%JEPI and HAPI

JEPI

HAPI

JPMorgan Equity Premium Income ETF · $46.1BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $503M

+11.0%3 years · per year$13,674 · $18,219+22.1%

+7.1%5 years · per year$14,108 · […][…]

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

8.09%12-mo yield$809 · $80 on $10k0.80%

−6.7%Worst dropSmaller wins−8.1%

8.8%VolatilityLower wins12.8%

3–1JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · HAPI

2.0%MSFT6.2%

1.9%AAPL6.1%

1.9%AMZN5.9%

2.0%MA1.8%

Held in common30.2%

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	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
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
4	BHAPI	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

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	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
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
4	BHAPI	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

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

JEPI vs HAPI

JEPI

JPMorgan Equity Premium Income

$14,108

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureJEPIHAPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield8.09%0.80%

5 years, per year+7.1%[…]

3 years, per year+11.0%+22.1%

Worst drop · 1Y−6.7%−8.1%

Volatility · 1Y8.8%12.8%

3–1measures won
JEPI first

30.2%

holdings shared

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

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

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

Overlap: JEPI, HAPI, IWF, SCHD

Today

43.8%most shared, HAPI and IWF

JEPIHAPIIWFSCHD

JEPI—30.2%26.9%8.1%

HAPI30.2%—43.8%9.5%

IWF26.9%43.8%—3.6%

SCHD8.1%9.5%3.6%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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