JEPQ vs HAPI

AJEPQ

BHAPI

Measures won1–3HAPI wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHD $16,267

Lowest cost0.03%VTV · $3 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common36.7%JEPQ and HAPI

JEPQ

HAPI

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $503M

+17.4%3 years · per year$16,202 · $18,006+21.7%

[…]5 years · per year[…]

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

12.79%12-mo yield$1,279 · $80 on $10k0.80%

−11.5%Worst dropSmaller wins−8.1%

16.7%VolatilityLower wins12.7%

1–3HAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · HAPI

7.4%AAPL6.2%

6.1%MSFT6.2%

6.6%NVDA4.6%

4.4%AMZN6.0%

Held in common36.7%

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$503M

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$503M

End-of-day Nov 6, 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

Yield12.79%0.80%

5 years, per year[…][…]

3 years, per year+17.4%+21.7%

Worst drop · 1Y−11.5%−8.1%

Volatility · 1Y16.7%12.7%

3–1measures won
HAPI first

36.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

Overlap: JEPQ, HAPI, VTV, SCHD

Today

36.7%most shared, JEPQ and HAPI

JEPQHAPIVTVSCHD

JEPQ—36.7%16.9%3.8%

HAPI36.7%—35.4%9.7%

VTV16.9%35.4%—17.9%

SCHD3.8%9.7%17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee