JEPI vs HAPI

AJEPI

BHAPI

Measures won3–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,441

Lowest cost0.03%VTV · $3 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common30.3%JEPI and HAPI

JEPI

HAPI

JPMorgan Equity Premium Income ETF · $45.2BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $483M

+11.0%3 years · per year$13,684 · $18,077+21.8%

+7.6%5 years · per year$14,453 · […][…]

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

7.92%12-mo yield$792 · $78 on $10k0.78%

−6.7%Worst dropSmaller wins−8.1%

9.0%VolatilityLower wins12.9%

3–1JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · HAPI

2.0%MSFT6.2%

2.0%AAPL6.2%

1.9%AMZN6.0%

2.1%MA1.8%

Held in common30.3%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.2%	+10.4%	+13.5%	+21.8%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.2%	+10.4%	+13.5%	+21.8%	new	−8.1%	$483M

End-of-day Nov 9, 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

$14,453

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureJEPIHAPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield7.92%0.78%

5 years, per year+7.6%[…]

3 years, per year+11.0%+21.8%

Worst drop · 1Y−6.7%−8.1%

Volatility · 1Y9.0%12.9%

3–1measures won
JEPI first

30.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

Overlap: JEPI, HAPI, IWF, VTV

Today

44.0%most shared, HAPI and IWF

JEPIHAPIIWFVTV

JEPI—30.3%26.5%27.5%

HAPI30.3%—44.0%35.4%

IWF26.5%44.0%—11.8%

VTV27.5%35.4%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

VTV$183 − $3 = $180

HAPI$78 − $35 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee