JEPQ vs HAPI

AJEPQ

BHAPI

Measures won1–3HAPI wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VIG $16,638

Lowest cost0.03%VTV · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common36.4%JEPQ and HAPI

JEPQ

HAPI

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $483M

+18.2%3 years · per year$16,495 · $18,105+21.9%

[…]5 years · per year[…]

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

12.39%12-mo yield$1,239 · $78 on $10k0.78%

−11.5%Worst dropSmaller wins−8.1%

16.9%VolatilityLower wins12.9%

1–3HAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · HAPI

7.3%AAPL6.2%

6.0%MSFT6.1%

6.7%NVDA4.7%

4.3%AMZN6.0%

Held in common36.4%

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
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

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

Yield12.39%0.78%

5 years, per year[…][…]

3 years, per year+18.2%+21.9%

Worst drop · 1Y−11.5%−8.1%

Volatility · 1Y16.9%12.9%

3–1measures won
HAPI first

36.4%

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: JEPQ, HAPI, VTV, VIG

Today

51.5%most shared, VTV and VIG

JEPQHAPIVTVVIG

JEPQ—36.4%16.9%26.2%

HAPI36.4%—35.5%40.4%

VTV16.9%35.5%—51.5%

VIG26.2%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

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

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