JEPI vs HAPI

AJEPI

BHAPI

Measures won3–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common29.9%JEPI and HAPI

JEPI

HAPI

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

+12.6%3 years · per year$14,269 · $19,002+23.9%

+7.9%5 years · per year$14,635 · […][…]

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

7.83%12-mo yield$783 · $77 on $10k0.77%

−6.7%Worst dropSmaller wins−8.1%

8.1%VolatilityLower wins12.2%

3–1JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · HAPI

1.9%MSFT5.9%

1.9%AAPL5.9%

1.8%AMZN5.7%

2.0%MA1.8%

Held in common29.9%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
4	BHAPI	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
4	BHAPI	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

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

JEPI vs HAPI

JEPI

JPMorgan Equity Premium Income

$14,635

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureJEPIHAPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield7.83%0.77%

5 years, per year+7.9%[…]

3 years, per year+12.6%+23.9%

Worst drop · 1Y−6.7%−8.1%

Volatility · 1Y8.1%12.2%

3–1measures won
JEPI first

29.9%

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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: JEPI, HAPI, VUG, IWF

Today

77.4%most shared, VUG and IWF

JEPIHAPIVUGIWF

JEPI—29.9%27.3%26.8%

HAPI29.9%—43.7%43.6%

VUG27.3%43.7%—77.4%

IWF26.8%43.6%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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