JEPQ vs HAPI

AJEPQ

BHAPI

Measures won1–3HAPI wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

Lowest cost0.03%VTV · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common35.9%JEPQ and HAPI

JEPQ

HAPI

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $503M

+20.3%3 years · per year$17,406 · $19,002+23.9%

[…]5 years · per year[…]

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

12.17%12-mo yield$1,217 · $77 on $10k0.77%

−8.8%Worst dropSmaller wins−8.1%

15.5%VolatilityLower wins12.2%

1–3HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · HAPI

6.8%AAPL5.9%

5.6%MSFT5.9%

7.1%NVDA5.1%

4.0%AMZN5.7%

Held in common35.9%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B
3	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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B
3	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

JEPQ vs HAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureJEPQHAPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield12.17%0.77%

5 years, per year[…][…]

3 years, per year+20.3%+23.9%

Worst drop · 1Y−8.8%−8.1%

Volatility · 1Y15.5%12.2%

3–1measures won
HAPI first

35.9%

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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: JEPQ, HAPI, VTV

Today

35.9%most shared, JEPQ and HAPI

JEPQHAPIVTV

JEPQ—35.9%17.4%

HAPI35.9%—35.3%

VTV17.4%35.3%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VTV$180 − $3 = $177

HAPI$77 − $35 = $42

KeptFee

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