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AHAPI

BJEPQ

Measures won3–1HAPI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · VO $13,748

Lowest cost0.03%VO · $3 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common35.6%HAPI and JEPQ

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $495MJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+21.1%3 years · per year$17,756 · $16,188+17.4%

[…]5 years · per year[…]

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

0.78%12-mo yield$78 · $1,237 on $10k12.37%

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureHAPIJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.78%12.37%

5 years, per year[…][…]

3 years, per year+21.1%+17.4%

Worst drop · 1Y−8.1%−11.5%

Volatility · 1Y12.9%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$103.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B
4	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	−0.2%	+10.5%	+10.9%	+21.1%	new	−8.1%	$495M

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$103.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B
4	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	−0.2%	+10.5%	+10.9%	+21.1%	new	−8.1%	$495M