JEPI vs HAPI

AJEPI

BHAPI

Measures won3–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VIG $16,638

Lowest cost0.03%VTV · $3 on $10k

Most income7.93%JEPI · $793 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$13,679 · $18,105+21.9%

+7.6%5 years · per year$14,448 · […][…]

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

7.93%12-mo yield$793 · $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%MSFT6.1%

2.0%AAPL6.2%

1.9%AMZN6.0%

2.0%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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+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%	+2.4%	+10.6%	+13.6%	+21.9%	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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+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%	+2.4%	+10.6%	+13.6%	+21.9%	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

$14,448

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureJEPIHAPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield7.93%0.78%

5 years, per year+7.6%[…]

3 years, per year+11.0%+21.9%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

Overlap: JEPI, HAPI, VTV, VIG

Today

51.5%most shared, VTV and VIG

JEPIHAPIVTVVIG

JEPI—30.3%27.8%31.2%

HAPI30.3%—35.5%40.4%

VTV27.8%35.5%—51.5%

VIG31.2%40.4%51.5%—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VTV$183 − $3 = $180

VIG$146 − $4 = $142

HAPI$78 − $35 = $43

KeptFee

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